Senior Revenue Operations Analyst at Pontera

New York, New York, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 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

Key technologies and capabilities for this role

SalesforceData AnalysisPerformance ReportingProcess OptimizationRevenue OperationsGTM SupportPost-Sale Operations

Questions & Answers

Common questions about this position

What experience is required for the Senior Revenue Operations Analyst role?

Candidates need 2-4 years of experience in revenue operations, sales operations, business operations or similar, preferably at a Fintech or SaaS company, along with material experience using Salesforce CRM and reporting functionality.

What technical skills are essential for this position?

The role requires advanced spreadsheet and modeling skills, ability to draw insights, strong attention to detail, and material experience with Salesforce CRM and reporting.

What is the company culture like at Pontera?

Pontera's culture is built on a people-first principle, where in a complex and numbers-driven industry, they never lose sight of the people they serve and work alongside; the team is fast-growing and driven.

What is the salary or compensation for this role?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free