Manager, SMB Business Development - Retention

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. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager 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. The ASM 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 ASM 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 a

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. 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 ad

The Team + The Role Pendo’s Commercial Sales organization drives revenue growth across growth-stage and SMB customer segments. The team helps customers understand, adopt, and expand the value they get from Pendo while creating a consistent revenue motion across prospecting, acquisition, account management, renewals, expansions, and retention. This work matters because it connects customer outcomes directly to Pendo’s long-term growth. As a Sr. Account Executive, you will own the full customer lifecycle within a primary territory of growth-stage businesses with more than 300 employees, with secondary focus on small to mid-sized businesses. You will serve as the primary point of contact for customers in your book of business, leading net-new acquisition, account management, renewals, expansions, and churn mitigation. You will partner with Customer Success, Solutions Engineering, Legal, and Finance to deliver long-term customer value while achieving quarterly sales and retention targets. This role is based in our Raleigh office. What this looks like day-to-day Develop product expertise: Build deep understanding of Pendo’s products and how they solve customer challenges. Use that knowledge to guide discovery, shape solutions, and support both net-new and existing customer conversations. Own the full sales cycle: Manage net-new prospects and current customers from discovery through close. Lead expansion and renewal strategies within your book of business while maintaining clear accountability across the customer journey. Generate pipeline consistently: Build consistent weekly pipeline generation in partnership with business development. Identify new opportunities across your territory and create steady momentum toward pipeline creation and bookings targets. Manage forecast and targets: Own a rolling forecast and maintain clear visibility into pipeline health. Track progress against pipeline creation, bookings, renewal, and retention goals with accuracy and discipline. Le

About the Team Inside Account Development is an organization motivated to ensure the retention, satisfaction, and growth of our SMB Partner base. We’re a team composed of sales representatives and solutions professionals predominantly located in the Phoenix, AZ and surrounding areas. If you're looking for a challenge, appreciate a strong culture that values collaboration and are motivated to put our Partners first, apply! About the Role We’re looking for a motivated Growth Executive who will be focused on securing revenue growth for both our existing merchants and DoorDash. This Growth Executive will work to upsell incremental products and services to our existing merchants to help their businesses accelerate to new levels. In particular, Ads , Loyalty & Promotions . Reporting to one of our Inside Sales Managers, you will play an integral part in promoting DoorDash Ads, Loyalty & Promos through high-volume phone calls and emails. We expect this role to be flexible in terms of time spent remote and in-office with the ability to travel as needed for in-person collaboration through trainings, offsites, team-building events, and other business related necessity. You’re excited about this opportunity because you will… Transform the way businesses capture the attention and attract new consumers Connect and collaborate with our existing partners to understand their unique goals, priorities, and current challenges Collaborate with our Inside Account Management Team in effort to achieve the goals of our Managed Partners Activate additional products on the DoorDash platform to empower merchant partner growth Cultivate unique solutions through data and analytical tools Become a pro using email marketing automation tools to creatively engage partners Make a high volume of calls and emails to existing partners daily We're excited about you because… You have 2+ years in a sales role focused on building relationships and closing deals Have experience work

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. We're scaling our Early Stage Sales team with customer-focused Account Executives who will take ownership of their entire sales cycle and distinguish Vanta as best-in-class to prospects in a burgeoning competitive landscape. Vanta is growing quickly, we're profitable, and we're continually outpacing our growth targets while maintaining very strong NPS scores. Our Sales team is leading the charge in exceeding our revenue goals and growing our market share as the industry leader in compliance and security. If this sounds like you, and you're excited to join a growing sales team, we'd love to hear from you. What you’ll do as a Account Executive at Vanta: Identify high-potential business verticals to develop and execute outbound strategies to engage them with Vanta. Manage the entire sales cycle, from initial contact to contract negotiation and closing, with a focus on expediting deals within a 30-day timeframe. Turn our inbound demand into closed-new business and happy Vanta customers. Manage our sales pipeline, improving and maturing our sales process and playbook. Define and communicate the specific benefits of Vanta appropriate for each customer, including making sales materials and demos. Collect insights from prospects for our product development process. How to be successful in this role: Have had a closing and quota-carrying role 2+ years, while consistently exceeding monthly and quarterly sales targets Be experienced in B2B SaaS, preferably in SMB with a focus on short deal cycles. Be highly empathetic to customers, with a proven track record of long-term customer retention. Possess the technical competency to understand V

At Vanta, our mission is to help businesses earn and prove trust. We believe that security should be monitored and verified continuously, and we empower companies to practice better security and prove it with ease. Vanta has a kind and talented team, and while some have prior security experience, many have been successful at Vanta without it. We're scaling our Sales team with customer-focused Account Executives who will take ownership of their entire sales cycle, help to build our sales motion as we move up market, and distinguish Vanta as best-in-class to prospects in a burgeoning competitive landscape. Vanta is growing quickly, we're profitable, and we're continually outpacing our growth targets while maintaining very strong NPS scores. Our Sales team is leading the charge in exceeding our revenue goals and growing our market share as the industry leader in compliance and security. If this sounds like you, and you're excited to join a growing sales team, we'd love to hear from you. What you’ll do as an AE at Vanta: Identify high-potential business verticals to develop and execute outbound strategies to engage them with Vanta Turn our inbound demand into closed-new business and happy Vanta customers Manage our sales pipeline, improving and maturing our sales process and playbook Define and communicate the specific benefits of Vanta appropriate for each customer, including making sales materials and demos Collect insights from prospects for our product development process How to be successful in this role: Have had a full-cycle closing and quota-carrying role 4+ years, while consistently exceeding monthly and quarterly sales targets Have experience self sourcing pipeline by hunting/cold calling into SMB/Mid-Market prospects Be experienced in B2B SaaS, preferably in SMB and Mid-Market Be highly empathetic to customers, with a proven track record of long-term customer retention Possess the technical competency to understand Vanta’s software and build great relationshi