Business Systems Senior Manager

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world.  Our culture is built on a people-first principle : in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.DESCRIPTIONThe Business Systems Senior Manager will be the product owner of all GTM sales tech stacks and play a critical role in managing the development, utilization, and integration of all tools the business development team uses. CRM (Salesforce) administration is a major component of this role; a successful candidate should have an excellent knowledge of Salesforce’s capabilities and best practices, which they will utilize to drive improvements, build new processes, and optimize our team’s current business processes. This is an incredible opportunity for anyone who is excited about being one of the founding members of Pontera’s RevOps team, reporting into our Director of Revenue Operations. You will have the opportunity to build, scale and make an impact across all GTM functions of a hypergrowth FinTech startup.RESPONSIBILITIESWork autonomously to manage, build, deliver, and maintain custom Salesforce solutions to support sales, marketing, and customer success processesManage and develop a fast-growing team, initially managing one team memberManage all other tools connected to Salesforce (Gong, data enrichment, scheduling, lead routing, CRMA, and proprietary internal systems)Handle ongoing system maintenance, customization / updates, and enhancements to all sales tech stack without interruption to the usersLead strategic business systems projects using project management best practices : following a Design, Build, Test, Train, & Deploy processCreatively seek out and combine varied data sources to deliver recommendationsHold regular prioritization meetings with stakeholders and cross-functional teams to understand opportunities for process and systems improvements and capture and document business requirementsREQUIREMENTS6-8 years of progressive experience within the Salesforce.com ecosystem, starting as an admin; experience with Salesforce Lightning is requiredPrior experience developing and managing a team is preferredExperience working with sales tools that integrate with SFDC such as Gong, Outreach, Docusign, etc.Clear demonstration of effective organizational skills and ability to manage multiple projects and stakeholdersExperience with project management tools and methodologies; specific experience with project management tools is a plusAbility to collaborate with cross-departmental teams and leaders to manage and execute complex technical projectsStrong experience with Excel (Pivot table, vlookup, index match, etc.)Excellent oral and written communication skillsAbility to drive results in a fast-paced environment with a high sense of urgencyWHAT WE OFFERCompensation : $140,000 to $165,000 annuallyOpportunity : Have a major impact at a fast-growing startup that is revolutionizing the FinTech industryTeam Culture : A collegial, collaborative, fun work environment with frequent team eventsEquity : All new hires are eligible for equity grant participationHealthcare : Comprehensive & affordable insurance benefits with a variety of plan optionsRetirement : 401(k) with employer match & employer-sponsored access to a retirement advisorFamily Benefits : Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacyProfessional Development : Sponsored learning & development program (to cover classes, certifications, and more!)Food Perks : Fully stocked kitchen & lunch reimbursement programWork Flexibility : A hybrid office work model & generous PTO daysPontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Salary : $140,000 - $165,000