Senior GTM Operations & Strategy Manager at Pontera

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FintechIndustries

Requirements

8-10 years of experience in GTM strategy, revenue operations, or management consulting with GTM focus
Strong analytical skills; expert in Excel/Sheets and proficient using BI tools (Looker, Tableau, etc.)
Experience with Salesforce CRM and GTM tools (Marketo, Gong, etc.)
Proven ability to drive cross-functional alignment in a fast-paced environment
Exceptional communication skills, both written and verbal
Strategic thinker who’s also comfortable rolling up sleeves (inferred from incomplete text)

Responsibilities

Identify, define and structure metric and data inputs that will help drive revenue generation in pre-sale as well as post sale
Review, analyze and challenge data collected regarding the GTM operations, raise and explore hypothesis to optimize GTM productivity
Work closely with the data team to provide insights to GTM leaders
Analyze unit economics associated with existing segmentation to identify potential optimization to market segmentation
Identify gaps in data collected and processes used by GTM, and collaborate with Pre-Sale and Post Sale Revenue Operations team members to drive changes to implement such process changes
Identify gaps in Pontera’s product that impact GTM productivity, and work with the Product organization to drive removal of such gaps
Build business cases for new growth initiatives and GTM experiments
Analyze funnel metrics across the buyer journey to identify pipeline health levels, gaps and opportunities
In collaboration with other Revenue Operations members, drive programs to improve lead conversion, pipeline velocity, and retention
Lead the challenging of the forecasting model and process to drive improved, accurate and quick forecast process
Lead the GTM forecast process, in collaboration with Revenue Operations Pre-Sale and Post-Sale team members
Work closely with GTM leadership, Revenue Operations team members and finance to design quotas and incentive plans to meet GTM goals
Collaborate with Finance, GTM Leadership and other Revenue Operations team members to challenge existing segmentation, and develop GTM strategy related to segmentation and channel strategy
Translate high-level company strategy into actionable, measurable GTM plans

Skills

Data Analysis

GTM Operations

Revenue Strategy

Capacity Planning

Process Design

Quota Design

Incentive Design

Revenue Forecasting

Metrics Definition

Hypothesis Testing

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

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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