Technical Account Manager

September 4

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Pontera

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Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401K and other held away accounts$1. .$1

Personal Finance • Held Away Accounts • Retirement Assets • Advisor Tools • Advisor Tech stack

51 - 200

💰 $45.1M Funding Round on 2021-11

Description

• Pontera is looking for a Technical Account Manager to help ensure key accounts will grow and maintain their production on the Pontera platform through white glove support. • Candidates will collaborate with teams across the organization to ensure the continued success of firms in their book of business. • The ability to proactively support these firms will be at your fingertips, and you’ll have the ability to grow your technical aptitude as well as your relationship management skill set. • We’re looking for candidates who are technical, organized, proactive, strategic, customer driven, and able to collaborate with multiple stakeholders across the organization to drive impact.

Requirements

• 2+ years of relevant Technical Support / Customer Success experience • Demonstrated technical aptitude for, and experience supporting, client-serving and/or web-based applications and SaaS solutions. • Excellent project management experience and proven ownership of Customer Support projects and initiatives • A flexible and adaptable problem solver - you thrive when you can jump in and have a tangible impact • Superlative verbal and written communication skills • Experience managing high volume of accounts and support requests • The ability to prioritize quickly in a fast-paced environment • Positive attitude, collaborative approach to problem solving, and a drive to take initiative • Strong familiarity with Salesforce/API/monday.com • Plus: SaaS and/or Wealth Management Experience

Benefits

• Compensation: $80,000 to $100,000 annually • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry • 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: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day