Strategic Relationship Manager

• Own relationships with C-level executives and senior decision makers at partner firms, meeting in person when needed at their office or industry events
• Help develop and refine partner firm launch programs, working with marketing, product, and customer success to build training programs, assets, activities, announcements, and more
• Map complex partner organizations and develop deep expertise of their inner workings to enable Pontera to drive value to our customers while driving revenue to our business
• Leverage shared resources across the Marketing, Inside Sales Associate (ISA), and Partner Engagement Manager (PEM) teams to develop account-based marketing strategies and materials to ensure partner firms are registering their advisors, and activating those advisors on our platform
• Effectively stickhandle and triage customer support requests around technical integrations and potential platform issues
• Work with Customer Success (CS) to ensure partners have the resources and support they need to better serve their clients with Pontera; sharing the voice of the customer and product feedback internally
• Set partner KPIs, monitor and report on success, run partner quarterly business reviews (QBRs), and forecast channel revenue
• Improve channel productivity & exceed growth targets by continuously testing and refining your approach
• Maintain accurate and up to date notes and opportunities in Salesforce

• Bachelor’s Degree
• 5+ year’s professional experience in key account management, channel sales, and/or strategic partnership management is preferred
• Former financial advisors have shown to be a good fit for this role
• Excellent communication skills (verbal, written, presentation), comfortable interacting directly with C-level executives
• High EQ, with a demonstrated ability to build professional relationships with internal and external stakeholders
• Collaborative team player, able to coordinate internal stakeholders and gain buy-in
• Highly entrepreneurial, creative, and opportunistic
• Self-motivated with ability to work in fast paced, changing environment
• A sense of urgency, persistence, scrappiness, grit
• Strong project management skills
• Willing to travel (up to 20%)

WHAT WE OFFER

• Compensation: $100,000 Base / $150,000 OTE
• 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

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.