Pontera

Customer Support Representative

New York, New York, United States

Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Customer Service, SoftwareIndustries

Requirements

Candidates should possess a Bachelor’s degree or equivalent, demonstrating exceptional teamwork skills and the ability to relate and care for customers, along with excellent verbal and written communication skills, a high energy and positive attitude, and a quick intellect eager to excel.

Responsibilities

The Customer Support Representative will provide software support and troubleshoot basic technical issues, respond to client questions and issues in a quick and comprehensive manner, escalate technical issues to the relevant internal teams, communicate and solve issues with cross-functional teams via various channels, and work on specific projects as needed.”} ID: 472884` ```jsonstep2: {

Skills

Troubleshooting
Technical Support
Communication (Verbal)
Communication (Written)
Customer Service
Teamwork
Problem-Solving

Pontera

Platform for managing retirement accounts

About Pontera

Pontera offers a platform for financial advisors to manage and monitor their clients' 401k and retirement accounts, allowing for a cohesive approach to wealth planning. The platform focuses on active management, which has been shown to increase returns by an average of 3.3% per year, net of fees. Pontera operates on a subscription model, generating revenue from financial advisors who use the service to enhance client outcomes. The company's goal is to improve client satisfaction and retention by providing valuable tools for managing retirement assets.

Key Metrics

New York City, New YorkHeadquarters
2012Year Founded
$147.3MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
401(k) Company Match
Paid Parental Leave
Family Planning Benefits
Professional Development Budget
Hybrid Work Options
Unlimited Paid Time Off
Equity
Food Perks

Risks

Expansion into a large NYC office could lead to unsustainable operational costs.
Dependency on large clients like Stifel poses risks if partnerships underperform.
Rapid growth and funding may pressure Pontera into strategic missteps.

Differentiation

Pontera allows advisors to manage clients' held-away accounts, enhancing holistic wealth planning.
The platform boasts an average 3.3% annual return increase, net of fees, for clients.
Pontera integrates seamlessly with existing portfolio management tools, improving financial outcomes.

Upsides

Pontera's partnership with Stifel expands its reach to over 200,000 clients.
The $60 million funding round supports Pontera's growth and platform enhancements.
Pontera's expansion into a larger NYC office indicates strong business growth.

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