Sales 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.

Description

We're seeking an exceptional Sales Manager to drive business development in the advisor and financial services industry. You'll lead a high-performing team of account executives and transform market opportunities into strategic growth.

Responsibilities

• Team Leadership: Recruit, develop, and coach a dynamic sales team in the SMB market
• Performance Management:
• Comprehensive sales tracking (activity, pipelines, forecasts)
• Quota attainment and strategic goal setting
• Cross-Functional Collaboration: Work closely with product, marketing, and client success teams to ensure seamless client experiences
  
  

Requirements

• Proven experience in sales management with a strong track record of exceeding targets
• SaaS sales background (Financial services experience preferred)
• Proficiency in CRM software (SalesForce) and MEDDIC methodology
• Strong data analysis skills to drive strategic decision-making
• Demonstrated growth mindset and resilient work ethic
• Ability to excel in a fast-paced, dynamic environment
  
  

What We Offer

• Compensation: $180,000-$220,000 OTE
• Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
• Team Culture: A collegial, collaborative, fun work environment with frequent team events
• Equity: All new hires are eligible for equity grant participation
• Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
• Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
• Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
• Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
• Food Perks: Fully stocked kitchen & lunch reimbursement program
• Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
  
  

Pontera 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.