Strategic Account Executive

As a Strategic Account Executive at Pontera, your main responsibilities include managing a pipeline of strategic wealth management prospects and leading the full sales cycle from initial contact to closing. You will map the organizational structures of the buyers and understand their motivations while delivering tailored presentations to C-level decision-makers within Fortune 100 financial institutions.

Candidates for the Strategic Account Executive position at Pontera should have professional experience in negotiating and closing multi-million dollar deals, particularly within the wealth management industry. Strong communication skills and the capability to engage C-level executives are essential, along with demonstrated success in relationship building and working collaboratively in a fast-paced environment.

Pontera is committed to the growth of its Strategic Account Executives through a sponsored learning and development program. This initiative covers costs for classes, certifications, and additional learning opportunities, ensuring that you remain at the forefront of industry trends and best practices.

The team culture at Pontera is collegial and collaborative, encouraging fun and frequent team events. We prioritize a people-first approach in our workplace, ensuring that all team members feel valued and engaged.

At Pontera, a Strategic Account Executive can expect a competitive base salary range between $130,000 and $160,000, accompanied by an attractive On-Target Earnings (OTE) structure. Additionally, there is eligibility for equity grant participation, comprehensive healthcare benefits, and a robust retirement program.

When discussing your experience, focus on specific instances where you successfully navigated negotiations over multi-million dollar deals. Highlight the strategies you employed and the outcomes achieved, demonstrating your ability to manage high-stakes discussions effectively.

Explain your methodology for understanding the goals, timelines, and motivations of the key buyers in your prospects. Discuss your research techniques and how you engage with different stakeholders within the organizations to build rapport and trust.

Share your experience with crafting tailored presentations that address the unique needs of different executives. Highlight your ability to simplify complex information and engage your audience, ensuring clarity and relevance throughout the presentation.

Articulate your personal organization techniques, such as using tools for pipeline management and prioritizing tasks. Emphasize the importance of setting clear goals and continually refining your sales processes based on results and feedback.

Discuss your approach to anticipating objections by understanding the client's needs and concerns thoroughly. Emphasize active listening, empathy, and presenting solutions that align with their business objectives.

Provide examples of how you've collaborated with other departments, such as marketing or product development, to create compelling sales materials or solutions. Highlight your understanding of leveraging diverse expertise to meet client needs.

Use this opportunity to share a specific instance where persistence and adaptability led to a successful outcome. Discuss what strategies you implemented to re-engage the prospect and address their previous concerns.

Reflect on a specific skill that has consistently contributed to your success, whether it's relationship building, strategic thinking, or financial acumen. Provide examples of how this skill has impacted your sales results.

Discuss the Key Performance Indicators (KPIs) you focus on, such as revenue generated, deals closed, or client satisfaction. Emphasize the importance of aligning these measures with broader company goals.

Share your intrinsic motivations, such as a passion for helping clients achieve their financial goals, the thrill of closing deals, or a commitment to personal and professional growth. Tailor your response to reflect Pontera's mission.