GTM Strategy & Operations Associate at Pontera

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

2-4 years of experience in revenue operations, sales operations, business operations or similar; preferably at a Fintech or SaaS company
Material experience using Salesforce CRM and reporting functionality (Salesforce administration certificate is a plus)
Advanced spreadsheet and modeling skills and ability to draw insights
Strong attention to detail
Excellent communication and cross-functional collaboration skills across GTM, technical, creative, and operational teams
Strong problem solving skills and collaborative approach to solutioning
Self-motivated and able to run with projects autonomously with minimal oversight
Experience with executive-level reporting and presentations is a plus
Familiarity with Tech-Stack tools such as Marketo, lead routing tools, Gong, Tableau, etc. is a plus
Familiarity with data enrichment tools (Discovery data, Zoominfo, etc.) is a plus
Familiarity with wealth management industry is a plus

Responsibilities

GTM Post-Sale Support - Execute operational initiatives on the Post-Sales function and accordingly provide them ongoing support. As part of this responsibility, generate and analyze different performance reports using Salesforce and Pontera’s data platforms
Process Optimization: Collaborate with Pontera's Post-Sale and revenue leaders to design and implement efficient operational processes, ensuring successful adoption and measurable impact. This includes building capacity and funnel models to support planning and scenario evaluations
Data-Driven Insights & Cross-Functional Collaboration: Proactively leverage available reporting tools to deliver data-based insights that enhance our GTM and Revenue Operations partners' understanding of Pontera's business performance. Partner with Marketing, Data, Product, Finance, and other teams across the organization to achieve company goals and advance business initiatives
Ad-Hoc Projects: Support GTM teams with special projects including board reporting, forecasting, onboarding new systems, and other exciting initiatives

Skills

Salesforce

Data Analysis

Performance Reporting

Process Optimization

Revenue Operations

GTM Strategy

Post-Sale Operations

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.

New York City, New YorkHeadquarters

2012Year Founded

$147.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees