{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6188750004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5213280004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":6188750004,"updated_at":"2026-10-23T10:13:36-04:00","requisition_id":"167","title":"Advisor Success Manager","company_name":"Pontera","first_published":"2026-09-10T17:44:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div id=\u0026quot;positionInfo\u0026quot; class=\u0026quot;careerCard\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;DESCRIPTION\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Pontera is seeking an exceptional \u0026lt;strong\u0026gt;Advisor Success Manager\u0026lt;/strong\u0026gt;\u0026amp;nbsp;to join our growing team. This is a high-impact, pure sales role focused on the critical \u0026quot;0 to 5\u0026quot; activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ASM role is built for a proactive professional who thrives on \u0026quot;closing focus\u0026quot; and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform.\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;Role Purpose\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;The primary mission of the ASM is to accelerate the \u0026quot;0 to 5\u0026quot; client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered advisors into active, ramped users within their first 90-120 days.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row noPaddingTop careerCard\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-6 col-md-12 col-sm-12 positionInfo\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;RESPONSIBILITIES\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;High-Value Advisor Engagement \u0026amp;amp; ‘Closing’\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Onboarding Excellence:\u0026lt;/strong\u0026gt; Lead high-value onboarding sessions designed to move advisors from general interest to action.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Planned Meetings \u0026amp;amp; Calls:\u0026lt;/strong\u0026gt; Conduct structured, goal-oriented scheduled meetings and asynchronous calls to drive immediate advisor activity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Urgency Creation:\u0026lt;/strong\u0026gt; Use the Challenger and SPIN models to create \u0026quot;constructive tension,\u0026quot; helping advisors understand the cost of inaction and the benefits of rapid adoption.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Proactive Pipeline Management\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Named Pipeline Ownership:\u0026lt;/strong\u0026gt; Assume full accountability for a designated pipeline of advisors and teams across various segments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Milestone Progression:\u0026lt;/strong\u0026gt; Track and drive the speed of advisor progression through activation milestones, with a primary KPI of achieving five clients on the platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Outbound Activity:\u0026lt;/strong\u0026gt; Dedicate approximately 25% of your time to outbound engagement efforts to fill your calendar with high-value meetings and calls.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Commercial Negotiations:\u0026lt;/strong\u0026gt; Identifying, negotiating and closing\u0026amp;nbsp; committed asset ‘upsell’ opportunities from your assigned existing customer pipeline in our SMB segment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;REQUIREMENTS\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sales Acumen:\u0026lt;/strong\u0026gt; Proven track record of success as an individual contributor; familiarity with Challenger or SPIN selling is highly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communication:\u0026lt;/strong\u0026gt; Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Industry Knowledge:\u0026lt;/strong\u0026gt; Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Mindset:\u0026lt;/strong\u0026gt; High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;WHAT WE OFFER\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;: $125,000-$200,000 OTE. This range reflects multiple levels of experience for the role. Individual OTE will be determined based on relevant experience, skills, and the level at which the candidate is hired.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Culture\u0026lt;/strong\u0026gt;: A collegial, collaborative, fun work environment with frequent team events.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Equity\u0026lt;/strong\u0026gt;: All new hires are eligible for equity grant participation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Healthcare\u0026lt;/strong\u0026gt;: Comprehensive \u0026amp;amp; affordable insurance benefits with a variety of plan options.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Retirement\u0026lt;/strong\u0026gt;: 401(k) with employer match \u0026amp;amp; employer-sponsored access to a retirement advisor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Family Benefits\u0026lt;/strong\u0026gt;: Paid parental leave \u0026amp;amp; reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;: Sponsored learning \u0026amp;amp; development program (to cover classes, certifications, and more!).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Food Perks\u0026lt;/strong\u0026gt;: Fully stocked kitchen \u0026amp;amp; lunch reimbursement program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Work Flexibility\u0026lt;/strong\u0026gt;: Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4045925004,"name":"Business Development","child_ids":[4067941004,4067942004,4067943004,4067944004,4067945004,4060656004],"parent_id":null}],"offices":[{"id":4027067004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6181853004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5210950004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":6181853004,"updated_at":"2026-09-03T17:47:14-04:00","requisition_id":"166","title":"Business Development Representative","company_name":"Pontera","first_published":"2026-09-03T17:47:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div id=\u0026quot;positionInfo\u0026quot; class=\u0026quot;careerCard\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;DESCRIPTION\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row noPaddingTop careerCard\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-6 col-md-12 col-sm-12 positionInfo\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;RESPONSIBILITIES\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Identify and generate new business through proactive outbound prospecting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain interest through cold calling, email campaigns, and social touches\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize excellent organizational skills to create an accurate and relevant follow up prospect list\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Overcome obstacles and objections to effectively build pipelines\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;REQUIREMENTS\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to build professional relationships with internal and external stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-motivated with ability and eagerness to work in fast paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written \u0026amp;amp; verbal communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sense of urgency and an ability to be professionally persistent\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Resilient, upbeat attitude\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated track record of top performance\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;WHAT WE OFFER\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;: $66,300 Base; $83,800 OTE\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Culture\u0026lt;/strong\u0026gt;: A collegial, collaborative, fun work environment with frequent team events.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Equity\u0026lt;/strong\u0026gt;: All new hires are eligible for equity grant participation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Healthcare\u0026lt;/strong\u0026gt;: Comprehensive \u0026amp;amp; affordable insurance benefits with a variety of plan options.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Retirement\u0026lt;/strong\u0026gt;: 401(k) with employer match \u0026amp;amp; employer-sponsored access to a retirement advisor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Family Benefits\u0026lt;/strong\u0026gt;: Paid parental leave \u0026amp;amp; reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;: Sponsored learning \u0026amp;amp; development program (to cover classes, certifications, and more!).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Food Perks\u0026lt;/strong\u0026gt;: Fully stocked kitchen \u0026amp;amp; lunch reimbursement program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Work Flexibility\u0026lt;/strong\u0026gt;: Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4045925004,"name":"Business Development","child_ids":[4067941004,4067942004,4067943004,4067944004,4067945004,4060656004],"parent_id":null}],"offices":[{"id":4027067004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6233708004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5232038004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":6233708004,"updated_at":"2026-10-30T11:40:30-04:00","requisition_id":"175","title":"Customer Support Representative","company_name":"Pontera","first_published":"2026-10-29T17:02:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div id=\u0026quot;positionInfo\u0026quot; class=\u0026quot;careerCard\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;DESCRIPTION\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;We’re looking for a thoughtful, resourceful, and customer-centric Customer Support Representative to join our NYC-based team. This role is ideal for someone who thrives in problem solving, communicates with clarity and empathy, and is comfortable navigating ambiguity to find the right answer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As a CSR at Pontera, you’ll serve as a trusted partner to our clients — guiding them through questions, troubleshooting issues, and ensuring they feel heard, supported, and confident in our platform. You won’t always have an immediate answer — but you’ll know how to investigate, collaborate, and follow through until you do.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is an opportunity to make a meaningful impact within a growing and evolving company where operational excellence and customer experience are central to our success.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row noPaddingTop careerCard\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-6 col-md-12 col-sm-12 positionInfo\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;RESPONSIBILITIES\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide software support and troubleshoot technical issues with accuracy and care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond to client questions in a clear, thorough, and timely manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Investigate issues and determine next steps when solutions are not immediately obvious\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Escalate complex technical matters to appropriate internal teams, providing full context and documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate and solve issues with customers and cross functional teams by phone, email, video chat\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify patterns or recurring themes clients are experiencing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support team initiatives and projects that enhance the customer experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;REQUIREMENTS\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and intellectual curiosity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to stay composed and confident even when you don’t immediately know the answer\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sound judgment and intuition when communicating with clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Empathy and professionalism in client interactions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Zendesk a plus\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented with strong organizational skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable collaborating across teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in customer support, client service, or a related field preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;WHAT WE OFFER\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;: Base\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;$60,000; OTE $77,649\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Opportunity\u0026lt;/strong\u0026gt;: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Culture\u0026lt;/strong\u0026gt;: A collegial, collaborative, fun work environment with frequent team events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Equity\u0026lt;/strong\u0026gt;: All new hires are eligible for equity grant participation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Healthcare\u0026lt;/strong\u0026gt;: Comprehensive \u0026amp;amp; affordable insurance benefits with a variety of plan options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Retirement\u0026lt;/strong\u0026gt;: 401(k) with employer match \u0026amp;amp; employer-sponsored access to a retirement advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Family Benefits\u0026lt;/strong\u0026gt;: Paid parental leave \u0026amp;amp; reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;: Sponsored learning \u0026amp;amp; development program (to cover classes, certifications, and more!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Food Perks\u0026lt;/strong\u0026gt;: Fully stocked kitchen \u0026amp;amp; lunch reimbursement program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Work Flexibility\u0026lt;/strong\u0026gt;: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) \u0026amp;amp; generous PTO day\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4045925004,"name":"Business Development","child_ids":[4067941004,4067942004,4067943004,4067944004,4067945004,4060656004],"parent_id":null}],"offices":[{"id":4027067004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6205051004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5221596004,"location":{"name":"Herzliya, Tel Aviv District, Israel"},"metadata":null,"id":6205051004,"updated_at":"2026-10-22T02:38:58-04:00","requisition_id":"IL123","title":"DevOps Engineer","company_name":"Pontera","first_published":"2026-10-22T02:38:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Join Us?\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Stable and growing company.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Small, highly skilled DevOps team with significant ownership and impact.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Modern cloud-native technology stack (AWS, Kubernetes, Terraform, GitHub Actions, Argo CD, Prometheus, Grafana).\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operate large-scale, multi-account AWS environments.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solve challenging scalability, reliability, and performance problems.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Opportunity to work with the latest technologies and AI-powered developer tools.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast-paced environment with continuous learning and professional growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain hands-on experience operating a mature Disaster Recovery (DR) platform with regular live cross-region failover drills.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Description\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a passionate DevOps Engineer with hands-on cloud experience to join our team. In this role, you will design, implement, monitor, and maintain our AWS-based production and development environments. You\u0026#39;ll help build and operate a secure, highly available, scalable, and reliable cloud platform while solving complex infrastructure challenges and enabling our engineering teams to deliver faster and with confidence.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Summary of Experience\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2–5 years of experience in a SaaS/PaaS company, working with AWS (preferred) or Google Cloud Platform (GCP).\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong hands-on experience with container technologies, including Kubernetes, Docker, and Helm.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Infrastructure as Code (IaC) using Terraform.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Linux administration and shell scripting skills.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CI/CD platforms, preferably GitHub Actions.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong troubleshooting and problem-solving skills with a creative, out-of-the-box mindset.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to quickly learn, evaluate, and adopt new technologies.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Team player with excellent verbal and written communication skills in English.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High security awareness and understanding of security best practices.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid understanding of Git and GitFlow workflows.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent project management and organizational skills with strong attention to detail.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Nice to Have\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with observability and monitoring platforms such as Prometheus and Grafana.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience solving scalability, reliability, and performance challenges in large-scale cloud environments.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience using AI-powered developer tools (e.g., ChatGPT, Claude) as part of your daily work.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with GitOps workflows using Argo CD \u0026amp;amp; crossplane\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working in a multi-account cloud environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4045926004,"name":"Engineering","child_ids":[],"parent_id":null}],"offices":[{"id":4027068004,"name":"Herzliya, Israel","location":"Herzliya, Tel Aviv District, Israel","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6188752004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5213280004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":6188752004,"updated_at":"2026-10-23T10:13:53-04:00","requisition_id":"167","title":"Growth Account Executive","company_name":"Pontera","first_published":"2026-09-24T16:14:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div id=\u0026quot;positionInfo\u0026quot; class=\u0026quot;careerCard\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;DESCRIPTION\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;Pontera is seeking an exceptional \u0026lt;strong\u0026gt;Growth Account Executive\u0026lt;/strong\u0026gt;\u0026amp;nbsp;to join our growing team. This is a high-impact, pure sales role focused on the critical \u0026quot;0 to 5\u0026quot; activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is built for a proactive professional who thrives on \u0026quot;closing focus\u0026quot; and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform.\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;Role Purpose\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;The primary mission of the role is to accelerate the \u0026quot;0 to 5\u0026quot; client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered advisors into active, ramped users within their first 90-120 days.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row noPaddingTop careerCard\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-6 col-md-12 col-sm-12 positionInfo\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;RESPONSIBILITIES\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;High-Value Advisor Engagement \u0026amp;amp; ‘Closing’\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Onboarding Excellence:\u0026lt;/strong\u0026gt; Lead high-value onboarding sessions designed to move advisors from general interest to action.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Planned Meetings \u0026amp;amp; Calls:\u0026lt;/strong\u0026gt; Conduct structured, goal-oriented scheduled meetings and asynchronous calls to drive immediate advisor activity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Urgency Creation:\u0026lt;/strong\u0026gt; Use the Challenger and SPIN models to create \u0026quot;constructive tension,\u0026quot; helping advisors understand the cost of inaction and the benefits of rapid adoption.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Proactive Pipeline Management\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Named Pipeline Ownership:\u0026lt;/strong\u0026gt; Assume full accountability for a designated pipeline of advisors and teams across various segments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Milestone Progression:\u0026lt;/strong\u0026gt; Track and drive the speed of advisor progression through activation milestones, with a primary KPI of achieving five clients on the platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Outbound Activity:\u0026lt;/strong\u0026gt; Dedicate approximately 25% of your time to outbound engagement efforts to fill your calendar with high-value meetings and calls.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Commercial Negotiations:\u0026lt;/strong\u0026gt; Identifying, negotiating and closing\u0026amp;nbsp; committed asset ‘upsell’ opportunities from your assigned existing customer pipeline in our SMB segment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;REQUIREMENTS\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt; 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Sales Acumen:\u0026lt;/strong\u0026gt; Proven track record of success as an individual contributor; familiarity with Challenger or SPIN selling is highly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Communication:\u0026lt;/strong\u0026gt; Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Industry Knowledge:\u0026lt;/strong\u0026gt; Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Mindset:\u0026lt;/strong\u0026gt; High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;WHAT WE OFFER\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;: $125,000-$200,000 OTE. This range reflects multiple levels of experience for the role. Individual OTE will be determined based on relevant experience, skills, and the level at which the candidate is hired.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Culture\u0026lt;/strong\u0026gt;: A collegial, collaborative, fun work environment with frequent team events.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Equity\u0026lt;/strong\u0026gt;: All new hires are eligible for equity grant participation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Healthcare\u0026lt;/strong\u0026gt;: Comprehensive \u0026amp;amp; affordable insurance benefits with a variety of plan options.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Retirement\u0026lt;/strong\u0026gt;: 401(k) with employer match \u0026amp;amp; employer-sponsored access to a retirement advisor.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Family Benefits\u0026lt;/strong\u0026gt;: Paid parental leave \u0026amp;amp; reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;: Sponsored learning \u0026amp;amp; development program (to cover classes, certifications, and more!).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Food Perks\u0026lt;/strong\u0026gt;: Fully stocked kitchen \u0026amp;amp; lunch reimbursement program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Work Flexibility\u0026lt;/strong\u0026gt;: Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4045925004,"name":"Business Development","child_ids":[4067941004,4067942004,4067943004,4067944004,4067945004,4060656004],"parent_id":null}],"offices":[{"id":4027067004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6132535004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5194622004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":6132535004,"updated_at":"2026-09-30T14:48:53-04:00","requisition_id":"162","title":"Revenue \u0026 Billing Operations Manager","company_name":"Pontera","first_published":"2026-08-01T12:20:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div id=\u0026quot;positionInfo\u0026quot; class=\u0026quot;careerCard\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;DESCRIPTION\u0026amp;nbsp;\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re looking for a Revenue \u0026amp;amp; Billing Operations Manager to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you\u0026#39;ll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera\u0026#39;s billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;re the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the business owner for our Quote-to-Cash system, translating real defects into requirements so the system gets built around what actually breaks — not just the happy path.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hands-on role for someone who thrives on both building processes and executing on the details. Whether it\u0026#39;s catching a rate error before a customer ever sees it, tracking down a missing remittance, or rebuilding a broken reconciliation process from scratch, no task is too small when it comes to protecting the accuracy of our billing and the trust our customers place in us.\u0026lt;/p\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;What Success Looks Like\u0026amp;nbsp;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In the first 90 days, this role moves through three phases: establishing control (documenting end-to-end billing flows, baselining accuracy and cycle time, standing up an exception queue and an interim Finance-CX RACI); stabilizing operations (launching pre-release review for high-risk billing files, implementing a check/payment reconciliation log, and running Quote-to-Cash UAT against real failure scenarios); and reducing recurrence (closing out priority root causes, publishing a scorecard, and formalizing SOPs and escalation thresholds).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;By six months, you\u0026#39;re equally comfortable auditing a high-risk billing file as you are chasing down an unmatched check, building a RACI, or walking a customer-facing partner through exactly where an issue stands, why it happened and when it\u0026#39;ll be resolved. You understand that billing accuracy is built through careful controls, proactive communication, and a willingness to own a problem until it\u0026#39;s actually fixed - not just documented.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row noPaddingTop careerCard\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-6 col-md-12 col-sm-12 positionInfo\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;RESPONSIBILITIES\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Review billing files before release, validating rates, minimums, account eligibility and status, duplicate or overlapping lines, legal entity, credits, and exceptions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Maintain a documented sign-off process and audit trail for every billing release.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Own the intake-to-application process for checks and ACH, including remittance logging, endorsement standards, deposit evidence, and matching to invoices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Manage unapplied-cash exceptions and reconciliation to AR/GL, and prevent collections notices from going out while a payment is under active reconciliation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Track credits and refunds from approval through customer receipt, investigating variances and coordinating rebills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Establish service levels and aging visibility for open credits and disputes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Serve as the Finance point person for customer-impacting billing issues, providing verified facts, an owner, a due date, and a next update.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Partner with CX on customer language and adoption-risk prioritization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Build SOPs, checklists, a RACI, exception queues, approval rules, and root-cause logs, converting repeated one-off fixes into scalable controls and automation requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Translate real billing defects into Quote-to-Cash requirements and test cases; maintain a living “will solve / will not solve / unknown” list.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Lead UAT for billing and reconciliation scenarios, and own exceptions after launch.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Report on first-pass accuracy, invoice timeliness, reconciliation aging, unapplied cash, refund cycle time, repeat defects, customer-impacting incidents, and CSR/GTM hours redirected to billing work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Partner closely with the Senior Revenue Controller and broader Finance team on accounting-side accuracy, while owning the day-to-day operational and customer-facing side of billing independently.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;REQUIREMENTS\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; 8+ years in billing operations, order-to-cash, revenue operations, accounts receivable, or finance operations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Hands-on reconciliation experience across billing, CRM, ERP/GL, bank, check, and CSV-based data.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Strong Excel and data-validation skills, with experience in root-cause analysis, controls, and audit documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; A track record resolving complex billing disputes, credits, and refunds.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Able to translate financial facts for customer-facing teams without losing control discipline.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Comfortable influencing \u0026amp;amp; partnering with Finance, CX, Product, RevOps, and Engineering without direct authority.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Experience with billing-system implementations, requirements gathering, and UAT.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; Senior enough to redesign a process, not simply absorb tickets into an existing one.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with NetSuite, DealHub, Stripe, or similar billing/ERP and payments platforms.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in a B2B SaaS or fintech environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience partnering directly with Customer Success/Experience teams on billing-related escalations.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;WHAT WE OFFER\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;: Annual Salary of $130,000-$160,000\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Opportunity\u0026lt;/strong\u0026gt;: Own a newly created, high-visibility Finance function at a fast-growing fintech startup revolutionizing how people retire.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Culture\u0026lt;/strong\u0026gt;: A collegial, collaborative, fun work environment with frequent team events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Equity\u0026lt;/strong\u0026gt;: All new hires are eligible for equity grant participation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Healthcare\u0026lt;/strong\u0026gt;: Comprehensive \u0026amp;amp; affordable insurance benefits with a variety of plan options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Retirement\u0026lt;/strong\u0026gt;: 401(k) with employer match \u0026amp;amp; employer-sponsored access to a retirement advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Family Benefits\u0026lt;/strong\u0026gt;: Paid parental leave \u0026amp;amp; reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;: Sponsored learning \u0026amp;amp; development program (to cover classes, certifications, and more!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Food Perks\u0026lt;/strong\u0026gt;: Fully stocked kitchen \u0026amp;amp; lunch reimbursement program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Work Flexibility\u0026lt;/strong\u0026gt;: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) \u0026amp;amp; generous PTO day\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4045928004,"name":"Finance","child_ids":[],"parent_id":null}],"offices":[{"id":4027067004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://job-boards.greenhouse.io/pontera/jobs/6239279004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5234185004,"location":{"name":"New York, New York, United States"},"metadata":null,"id":6239279004,"updated_at":"2026-11-01T10:30:10-05:00","requisition_id":"176","title":"Senior Data Engineer","company_name":"Pontera","first_published":"2026-10-30T18:01:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our team is fast-growing and driven to become one of the largest fintech companies in the world.\u0026amp;nbsp; Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div id=\u0026quot;positionInfo\u0026quot; class=\u0026quot;careerCard\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;DESCRIPTION\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;We are looking for a Senior Data Engineer to build the data foundation and AI tools that help teams across Pontera work more effectively. You will build reliable pipelines, develop semantic models that make business data understandable to people and AI agents, and turn that foundation into useful applications and automated workflows.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You will work directly with our Data and go-to-market teams, including Sales, Marketing, RevOps and Customer Success. This is a hands-on individual contributor role with the autonomy to shape solutions and see their impact in everyday business use.\u0026lt;/p\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;About the Team\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;We have moved from traditional, dashboard-led BI to conversational analytics. Business teams across Pontera use our agents to explore data, ask follow-up questions and get answers independently, within their access permissions. We are now taking the next step: building automated workflows that help colleagues act on those insights and complete work with less manual effort.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Data has become a central partner to the business. From customer support copilots to sales intelligence and client preparation, we build for practical value: better decisions, time back for business teams and stronger outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;AI adoption and literacy are high within the team. We work with Snowflake, dbt, Fivetran and use AI tools like Claude and Cortex Code (CoCo) throughout development, investigation and problem-solving. We continually share what we learn and help colleagues across the company use AI confidently and effectively through hands-on enablement, reusable tools and ongoing support.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are a team of strong, independent individual contributors who own their work from understanding the problem through delivery and adoption. We also share context, review each other\u0026#39;s work and help one another get past obstacles. Everyone is encouraged to contribute ideas, question assumptions and influence decisions. We value different backgrounds and perspectives, make room for respectful disagreement and expect people to listen as thoughtfully as they speak.\u0026lt;/p\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;RESPONSIBILITIES\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain data pipelines and integrations using SQL, Python, DBT and Snowflake. Bring together operational, CRM and third-party data, and create reusable models that support analytics and business workflows.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop semantic models and views with clear metric definitions, entity relationships, business rules and verified example queries. Make the same trusted definitions usable across agents, applications and reporting.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and improve AI agents, copilots and automated workflows that combine structured data, documents and business tools. Work on use cases such as client intelligence, call preparation, customer support and sales productivity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner directly with business teams to understand their processes, question assumptions and identify where better data or automation will help. Turn ambiguous requests into practical solutions and support them after launch.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Use AI coding assistants and development tools in your own work, and help the Data team develop repeatable practices for using them well. Review generated code, validate results and share what works.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help technical and business colleagues use AI tools effectively through hands-on sessions, documentation, reusable examples and coaching. Use their feedback to improve the tools and workflows you build.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build quality and reliability into the full solution, including data tests, monitoring, agent evaluations, version control and deployment practices. Work with Engineering and Security on appropriate access, permissions and human review.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Measure whether solutions are useful in practice through sustained adoption, output quality, time saved and improvements in business workflows. Balance new development with maintenance, performance and cost.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;row noPaddingTop careerCard\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-6 col-md-12 col-sm-12 positionInfo\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;row\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;col-lg-12 col-md-12 col-sm-12\u0026quot;\u0026gt;\n\u0026lt;h1 class=\u0026quot;smallTitle positionSubTitle brandColoredText\u0026quot;\u0026gt;REQUIREMENTS\u0026lt;/h1\u0026gt;\n\u0026lt;div class=\u0026quot;userDesignedContent company-description\u0026quot;\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in data engineering, analytics engineering or a closely related role, with ownership of production data pipelines and models.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong SQL and Python skills, experience with cloud data warehouses, and a solid understanding of dimensional modeling, ELT, API integrations and data quality. Hands-on experience with Snowflake and DBT is preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Practical experience building an AI agent, LLM application or automated workflow that uses real data. You can explain how it was evaluated, where it failed and what you learned. You use AI tools in your own development and can recognize when their output needs correction.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong business judgment and the ability to learn unfamiliar processes quickly. You can connect technical choices to what users need and explain tradeoffs clearly to both technical and non-technical colleagues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience helping others adopt new tools or practices through mentoring, training, documentation or direct support. You are comfortable working with users whose technical experience varies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;An ownership mindset: you take work from discovery through implementation and ongoing improvement, collaborate openly, and care about whether people actually use what you build.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;Nice to Have\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with semantic layers or conversational analytics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Snowflake Cortex or similar agent tooling.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with GTM systems such as Salesforce, Gong or Zendesk.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in B2B SaaS or fintech is helpful.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;What Success Looks Like\u0026amp;nbsp;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;The solutions you build become part of how teams at Pontera work every day. You partner with business stakeholders to define the problem and what improvement would look like, then deliver tools that save time, improve decisions or increase the team’s capacity. You can explain what changed and show evidence of the value created.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Your data pipelines and semantic models provide a dependable foundation for analytics, agents and automated workflows. Business definitions are clear, outputs are tested, and teams can trust the answers they receive. New use cases build on reusable models and components, making each subsequent solution easier to deliver and maintain.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Business teams become more independent in how they use data. They can explore questions, understand the answers and take informed action within their permissions. Recurring questions and manual requests increasingly become opportunities for better self-service, giving the Data team more time for deeper problems and new capabilities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The agents and workflows you deliver work reliably beyond the initial launch. They have appropriate evaluation, monitoring, documentation and access controls, with clear handling of failures and situations that require human review. You use feedback and observed usage to improve quality, usefulness and cost over time.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You raise the AI capabilities of the people around you. Through practical guidance, shared examples and collaboration, colleagues become more confident using AI, evaluating its output and applying it to their own work. Within the Data team, the approaches you develop help others build faster while maintaining sound engineering judgment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;You take ownership from discovery through ongoing improvement. You identify opportunities, make thoughtful tradeoffs, communicate progress and surface risks early. Your work is documented and understandable to others, and you actively share knowledge, support teammates and contribute to an environment where different perspectives improve the decisions we make.\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;strong\u0026gt;WHAT WE OFFER\u0026lt;/strong\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Compensation\u0026lt;/strong\u0026gt;: The compensation range for this role is $180,000 to $220,000 annually, based on experience and qualifications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Opportunity\u0026lt;/strong\u0026gt;: Build data and AI solutions that directly improve how business teams work.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Team Culture\u0026lt;/strong\u0026gt;: A collegial, collaborative, fun work environment with frequent team events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Equity\u0026lt;/strong\u0026gt;: All new hires are eligible for equity grant participation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Healthcare\u0026lt;/strong\u0026gt;: Comprehensive \u0026amp;amp; affordable insurance benefits with a variety of plan options\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Retirement\u0026lt;/strong\u0026gt;: 401(k) with employer match \u0026amp;amp; employer-sponsored access to a retirement advisor\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Family Benefits\u0026lt;/strong\u0026gt;: Paid parental leave \u0026amp;amp; reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Professional Development\u0026lt;/strong\u0026gt;: Sponsored learning \u0026amp;amp; development program (to cover classes, certifications, and more!)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Food Perks\u0026lt;/strong\u0026gt;: Fully stocked kitchen \u0026amp;amp; lunch reimbursement program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Work Flexibility\u0026lt;/strong\u0026gt;: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) \u0026amp;amp; generous PTO day\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4045927004,"name":"Product","child_ids":[],"parent_id":null}],"offices":[{"id":4027067004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null}],"meta":{"total":7}}