[ sales ]
Advisor Success Manager
Pontera- Location
- New York, New York, United States
- Work mode
- Remote
- Type
- full time
- Listed
Applications go directly to Pontera. Ramai takes no fee for placement and no money for ranking.
[ About this role ]
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.
Skills and focus areas
- sales
- client onboarding
- pipeline management
- sales methodologies
- financial services
Summary written by Ramai from the original posting. Full details and requirements are on Pontera’s careers page.
[ More at Pontera ]
See all 7 open roles at Pontera →[ Similar roles at other startups ]
- Manager, Client StrategyShopMy
- Enterprise Account Executive (east Coast)Syndio
- Senior Business Development Manager (us)Pyka
- Sales Development RepresentativeAvoca
[ Not quite right? ]
Tell the assistant what you’re after — stage, location, stack, visa sponsorship — and it searches every open role for you. A few questions are free, no account needed.