Job description

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. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. 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. Our team is fast-growing and driven to become one of the largest fintech companies in the world. 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. DESCRIPTION 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. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communication Sense of urgency and an ability to be professionally persistent Resilient, upbeat attitude Team player Demonstrated track record of top performance WHAT WE OFFER Compensation : $66,300 Base; $83,800 OTE Team Culture : A collegial, collaborative, fun work environment with frequent team events. Equity : All new hires are eligible for equity grant participation. Healthcare : Comprehensive & affordable insurance benefits with a variety of plan options. Retirement : 401(k) with employer match & employer-sponsored access to a retirement advisor. Family Benefits : Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy). Professional Development : Sponsored learning & development program (to cover classes, certifications, and more!). Food Perks : Fully stocked kitchen & lunch reimbursement program. Work Flexibility : Hybrid In-Office Tues/Weds/Thurs and WFH Mon/Fri with 5 Work From Anywhere weeks per year 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.

Requirements

Must-haves

Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
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.
Identify and generate new business through proactive outbound prospecting
Gain interest through cold calling, email campaigns, and social touches
Utilize excellent organizational skills to create an accurate and relevant follow up prospect list
Overcome obstacles and objections to effectively build pipelines
Demonstrated ability to build professional relationships with internal and external stakeholders
Self-motivated with ability and eagerness to work in fast paced environment
Excellent written & verbal communication
Sense of urgency and an ability to be professionally persistent
Resilient, upbeat attitude
Demonstrated track record of top performance

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

401(K)

Parental Leave

Professional Development