Credit Analyst in New York

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 We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy. You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the busi

Who We Are Notion is the collaborative AI workspace where teams and agents think together . We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work is faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion. Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, building things that last, and the belief that great work is still fundamentally human. Our goal isn’t to ship the next feature. Each and every team of Notinos is working to set the standard for how humans work together in the AI era. From building a business’s system of record to making and managing AI agents to automating away the busy work, we care deeply about giving our customers more time for their life’s work. About The Role Notion is reimagining how enterprise software is sold and the Solutions Consultant is the cornerstone of that model. As a SC, you’ll own the full customer journey: from first meeting through workflow design, commercial close, workflow implementation, expansion & renewal planning. You are the single owner of your accounts, accountable for ensuring what you sell actually gets realized. You’ll build live in front of customers, translate workflow designs into commercial outcomes, and be a trusted partner with genuine continuity across the entire relationship. If you’re a builder who loves to sell—and you want to work at the intersection of AI, productivity, and enterprise—this is the role. What You'll Achieve Own the full customer lifecycle—new logo, expansion, and renewal—as the single account owner for your book of business, with responsibility for ensuring credits sold translate into credits consumed Design and build workflow solutions live with customers: the discovery is the demo, not the slide deck—you’ll run discovery, design current-to-future-state workflow architecture, and co-build in Notion with the customer

Who We Are Notion is the collaborative AI workspace where teams and agents think together . We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work is faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion. Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, building things that last, and the belief that great work is still fundamentally human. Our goal isn’t to ship the next feature. Each and every team of Notinos is working to set the standard for how humans work together in the AI era. From building a business’s system of record to making and managing AI agents to automating away the busy work, we care deeply about giving our customers more time for their life’s work. About The Role Notion is reimagining how enterprise software is sold and the Solutions Consultant is the cornerstone of that model. As a SC, you’ll own the full customer journey: from first meeting through workflow design, commercial close, workflow implementation, expansion & renewal planning. You are the single owner of your accounts, accountable for ensuring what you sell actually gets realized. You’ll build live in front of customers, translate workflow designs into commercial outcomes, and be a trusted partner with genuine continuity across the entire relationship. If you’re a builder who loves to sell—and you want to work at the intersection of AI, productivity, and enterprise—this is the role. What You'll Achieve Own the full customer lifecycle—new logo, expansion, and renewal—as the single account owner for your book of business, with responsibility for ensuring credits sold translate into credits consumed Design and build workflow solutions live with customers: the discovery is the demo, not the slide deck—you’ll run discovery, design current-to-future-state workflow architecture, and co-build in Notion with the customer

Who We Are Notion is the collaborative AI workspace where teams and agents think together . We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work is faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion. Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, building things that last, and the belief that great work is still fundamentally human. Our goal isn’t to ship the next feature. Each and every team of Notinos is working to set the standard for how humans work together in the AI era. From building a business’s system of record to making and managing AI agents to automating away the busy work, we care deeply about giving our customers more time for their life’s work. About The Role Notion is reimagining how enterprise software is sold and the Solutions Consultant is the cornerstone of that model. As a SC, you’ll own the full customer journey: from first meeting through workflow design, commercial close, workflow implementation, expansion & renewal planning. You are the single owner of your accounts, accountable for ensuring what you sell actually gets realized. You’ll build live in front of customers, translate workflow designs into commercial outcomes, and be a trusted partner with genuine continuity across the entire relationship. If you’re a builder who loves to sell—and you want to work at the intersection of AI, productivity, and enterprise—this is the role. What You'll Achieve Own the full customer lifecycle—new logo, expansion, and renewal—as the single account owner for your book of business, with responsibility for ensuring credits sold translate into credits consumed Design and build workflow solutions live with customers: the discovery is the demo, not the slide deck—you’ll run discovery, design current-to-future-state workflow architecture, and co-build in Notion with the customer