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Growth Account Executive

Join Pontera as a Growth Account Executive to drive advisor adoption of our fintech platform and enhance retirement savings strategies.

Location
New York, New York, United States
Compensation
$125k–$175k/yr
Level
mid
Type
full time · Hybrid

Posted by employer 2 days ago

First seen on Joblaze 2 days ago

Last verified on the company career page 12 hours ago

Apply at Pontera → Save job Scanned from pontera.com

What you'll build

  • Lead high-value onboarding sessions
  • Conduct structured meetings and calls
  • Track advisor progression through activation milestones
  • Manage a named pipeline of advisors
  • Identify and close upsell opportunities

Must have

  • 3+ years of relevant experience in consultative or solutions selling
  • Proven track record of success as an individual contributor
  • Superlative verbal and written skills

Nice to have

  • Familiarity with Challenger or SPIN selling
  • Basic understanding of the financial services industry

Requirements

Experience
3+ years

Not disclosed in this posting: visa sponsorship.

Benefits

401k Match Equity/Stock Options Remote Work Professional Development Health Insurance Parental Leave

Joblaze summary

The Growth Account Executive at Pontera focuses on accelerating the onboarding process for new financial advisors, guiding them to achieve their first five clients on the platform. This role requires a strong background in consultative sales, with an emphasis on using advanced methodologies like Challenger and SPIN selling to create urgency and drive adoption. Ideal candidates will have at least three years of experience in sales or business development, particularly within the financial services sector. Pontera's fast-growing team values a proactive mindset and a commitment to delivering exceptional service.

Joblaze insights

  • Listed 2 days ago — first seen on Joblaze September 25, 2026. Last confirmed on Pontera's careers page September 27, 2026.
  • Salary band is below the typical range for Sales/Marketing roles (median ~$140,000).
  • Starts above 64% of 703 comparable mid sales/marketing roles in United States we track (median $113,300 across 184 companies).

Quick facts

Is the Growth Account Executive role remote?
It's hybrid — Pontera expects some on-site time in New York, New York, United States.
What's the salary range?
Pontera lists $125,000–$175,000 for this role.
How much experience is required?
At least 3 years of relevant experience for this Growth Account Executive role.
Where is the role based?
Pontera is hiring for this position in New York, New York, United States.
What seniority level is this role?
Pontera targets mid-level candidates for this position.
Is this full-time or contract?
Full-time for this Growth Account Executive role at Pontera.

From the original posting

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.

DESCRIPTION

Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" 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.

This role is built for a proactive professional who thrives on "closing focus" 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.

Role Purpose

The primary mission of the role is to accelerate the "0 to 5" 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.

RESPONSIBILITIES

High-Value Advisor Engagement & ‘Closing’

  • Onboarding Excellence: Lead high-value onboarding sessions designed to move advisors from general interest to action.
  • Planned Meetings & Calls: Conduct structured, goal-oriented scheduled meetings and asynchronous calls to drive immediate advisor activity.
  • Urgency Creation: Use the Challenger and SPIN models to create "constructive tension," helping advisors understand the cost of inaction and the benefits of rapid adoption.

Proactive Pipeline Management

  • Named Pipeline Ownership: Assume full accountability for a designated pipeline of advisors and teams across various segments.
  • Milestone Progression: Track and drive the speed of advisor progression through activation milestones, with a primary KPI of achieving five clients on the platform.
  • Outbound Activity: Dedicate approximately 25% of your time to outbound engagement efforts to fill your calendar with high-value meetings and calls.
  • Commercial Negotiations: Identifying, negotiating and closing committed asset ‘upsell’ opportunities from your assigned existing customer pipeline in our SMB segment

REQUIREMENTS

  • Experience: 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building.
  • Sales Acumen: Proven track record of success as an individual contributor; familiarity with Challenger or SPIN selling is highly preferred.
  • Communication: Superlative verbal and written skills, with the ability to lead challenging conversations and influence decision-makers.
  • Industry Knowledge: Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape.
  • Mindset: High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes.

WHAT WE OFFER

  • Compensation: $125,000-$175,000 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.
  • 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

Standard company text repeated across Pontera's postings is omitted here.

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