Growth Account Executive

• 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

Benefits

• Health insurance
• Retirement contributions
• Employee stock option
• Family planning benefits
• Hybrid work environment
• Meal stipend

• Mindset: High energy, proactive, and infectious attitude for delivering elite service while driving commercial outcomes
• Experience: 3+ years of relevant experience in consultative or solutions selling, business development, or external relationship building
• Industry Knowledge: Basic understanding of the financial services industry and RIA/BD, retirement and 401k landscape
• 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