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Salary: USD 125,000 - 175,000 / annual
Pontera is a fintech company helping people retire better through a software platform that enables financial advisors to manage 401(k) and retirement plan accounts as part of personalized client strategies. The company serves financial advisors across SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors, and is backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners.
As a Growth Account Executive, you will focus on the critical "0 to 5" activation phase of the advisor lifecycle—guiding newly registered advisors through their initial platform adoption and driving them to reach the foundational milestone of five clients with managed assets on Pontera. Data shows that advisors who reach five clients within their first 90-120 days have a 98% likelihood of long-term success and retention.
You will manage a named pipeline of individual advisors and advisor teams across all segments and firm types, utilizing advanced sales methodologies (Challenger and SPIN selling) to ensure advisors realize the full economic value of the platform. Your responsibilities include leading high-value onboarding sessions, conducting structured goal-oriented meetings and calls, creating constructive tension to drive urgency, and tracking advisor progression through activation milestones. You will own full accountability for your designated pipeline, dedicate approximately 25% of your time to outbound engagement to fill your calendar with high-value meetings, and identify and close committed asset upsell opportunities from your assigned SMB customer base.
This is a pure sales role built for a proactive professional who thrives on closing focus and creating urgency. You will work in a fast-growing, people-first culture dedicated to becoming one of the largest fintech companies in the world.
REQUIREMENTS:
- 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building
- Proven track record of success as an individual contributor
- Familiarity with Challenger or SPIN selling methodologies (highly preferred)
- Superlative verbal and written communication skills with ability to lead challenging conversations and influence decision-makers
- Basic understanding of the financial services industry, RIA/BD landscape, and retirement/401(k) products
- High energy, proactive mindset with infectious attitude for delivering elite service while driving commercial outcomes
