About the position
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. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
Responsibilities
- Design, build, and execute automated lifecycle marketing programs to engage leads, onboard new customers, and drive retention.
- Leverage marketing automation, AI and CRM tools to create tailored messaging sequences and workflows.
- Ensure timely, relevant, and personalized communications across email, in-product, SMS, and other digital touchpoints.
- Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways our customers use our platform.
- Use behavioral triggers, demographics, and engagement insights to optimize campaign effectiveness.
- Partner with partner marketing, product marketing, sales and customer success to align lifecycle marketing initiatives with business goals and broader marketing initiatives.
- Engage with Business Intelligence and Rev Ops teams to identify opportunities where marketing comms can help smooth the customer journey and solve for leaks in the funnel.
- Work with content and design teams to develop compelling messaging and creative assets.
- Monitor key performance metrics (e.g., open rates, conversion rates, churn, engagement scores) to assess campaign effectiveness.
- Conduct A/B testing and iterate on campaigns to improve engagement and conversion rates.
- Leverage data to provide insights and recommendations for refining lifecycle strategies.
- Understand and report on campaign impact on key business metrics such as advisor registrations and account activations.
- Manage marketing automation tools (we use HubSpot) and AI BDR to build and refine customer journeys leveraging data from Salesforce and 6sense.
- Build complementary journeys within our platform using Pendo.
- Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution.
Requirements
- 6+ years of experience in lifecycle marketing, CRM, or marketing automation.
- Proven track record of building and optimizing multi-channel customer journeys.
- Hands-on experience with marketing automation tools, CRM platforms, AI BDR and measurement tools (we use HubSpot, Salesforce, Pendo, 6sense and Dreamdata). Considered a technical expert.
- Strong understanding of segmentation, personalization, and behavioral marketing strategies.
- Bonus points: Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry.
- Data-driven decision-making skills with experience analyzing marketing performance metrics and connecting them back to business growth.
- Familiar with customer journey mapping; ability to translate insights into actionable improvements.
- Experience with A/B testing and experimentation frameworks.
- Ability to work cross-functionally and align stakeholders on lifecycle marketing initiatives.
- Strong project management skills, with the ability to prioritize multiple initiatives.
- Excellent written and verbal communication skills.
- Accustomed to working within nimble, flexible environments, with an appetite to fail fast and pivot when necessary.
- Thrives in cultures where no one says, 'That’s not my job.'
Nice-to-haves
- Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry.
Benefits
- Compensation: $125,000 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
