Jobs at Pontera

Growth Account Executive at Pontera, a fintech company. This is a pure sales role focused on the initial "0 to 5" activation phase of the advisor lifecycle, guiding new advisors to adopt the platform and reach five clients with managed assets.

Business Development Representative at Pontera, a fintech company. This role involves being the initial point of contact for prospective clients, identifying and generating new business through outbound prospecting, and engaging potential clients via cold calling, email campaigns, and social outreach.

Pontera is seeking a Senior Billing Operations Specialist to own and manage billing operations. This role involves partnering with Finance, Customer Experience, BI, and Product teams to ensure accurate, explainable, and responsive billing for all customers. Responsibilities include owning billing file validation, payment reconciliation, and end-to-end credit/refund processes.

Pontera is seeking an Advisor Success Manager, a sales role focused on the initial adoption phase of their fintech platform. The role involves guiding new advisors to onboard five clients and achieve managed asset milestones, managing a pipeline of advisors and utilizing sales methodologies.