Pontera

Pontera

Customer Support Representative

New York, New York, United States

Sponsorship not specifiedDetected 60 days ago
Customer SupportCommunicationProblem SolvingOrganizational Skills

About the role

  • Pontera is used by financial advisors across the nation- from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
  • Our team is fast-growing and driven to become one of the largest fintech companies in the world.
  • This role is ideal for someone who thrives in problem solving, communicates with clarity and empathy, and is comfortable navigating ambiguity to find the right answer.

Responsibilities

  • Provide software support and troubleshoot technical issues with accuracy and care
  • Support team initiatives and projects that enhance the customer experience
  • As a CSR at Pontera, you'll serve as a trusted partner to our clients - guiding them through questions, troubleshooting issues, and ensuring they feel heard, supported, and confident in our platform.
  • You won't always have an immediate answer - but you'll know how to investigate, collaborate, and follow through until you do.

Requirements

  • Ability to stay composed and confident even when you don't immediately know the answer
  • Bachelor's degree or equivalent experience

Compensation

  • Base $60,000; OTE $77,649
  • Compensation: Base $60,000; OTE $77,649

Benefits

  • Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
  • Fully stocked kitchen & lunch reimbursement program
  • Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
  • Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
  • 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
  • Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day

Company info

  • 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.
  • A collegial, collaborative, fun work environment with frequent team events
  • Communicate and solve issues with customers and cross functional teams by phone, email, video chat
  • We're looking for a thoughtful, resourceful, and customer-centric Customer Support Representative to join our NYC-based team.

This listing is sourced directly from Pontera's careers page and normalized into a canonical job model.