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.
We are seeking a proactive and detail-oriented Corporate Applications Manager to lead the management, customization and optimization of our business-critical SaaS applications. This role will be instrumental in overseeing the procurement and renewal process for SaaS solutions, managing key SaaS platforms, and spearheading the implementation of a new system and associated processes. The ideal candidate will have a strong understanding of SaaS ecosystems, operations, and business process improvement.
JOB RESPONSIBILITIES
- Serve as the primary technical owner and business partner for all corporate departments applications requirements, working closely with Finance, HR, BI, Security, RnD, IT and other corporate teams.
- Own and administrator corporate applications such as NetSuite, Monday Jira, HRIS, ITSM, and more.
- Own the end-to-end lifecycle of all SaaS application procurement and renewals, including vendor evaluation, negotiation, budgeting, and contract management.
- Partner with Finance, BI, IT and Security teams to ensure seamless integration and optimal use of financial and operational tools.
- Lead the implementation and rollout of a new procurement system, including requirements gathering, vendor selection, project management, and change enablement.
- Develop and maintain documentation, workflows, and best practices for SaaS and financial application usage and governance.
- Monitor system performance, user access, data integrity, and compliance across all managed applications.
- Analyze usage trends and identify opportunities for cost savings, automation, and efficiency improvements.
- Collaborate with cross-functional stakeholders to gather feedback, prioritize enhancements, and provide user support and training.
REQUIREMENTS:
- 3+ years of experience in business applications management, SaaS operations, and systems administration.
- Hands-on experience with NetSuite, Monday Jira.
- Experience managing SaaS procurement lifecycles and vendor relationships.
- Strong project management skills, with a track record of successful system implementations or process improvements.
- Excellent analytical, communication, and stakeholder management skills.
Familiarity with procurement workflows and enterprise systems is a strong advantage. - Bachelor's degree in Business, Information Systems, or a related field is a an advantage.
- Experience with SaaS spend management platforms (e.g., Zip, Procurify, etc.)- advantage.
- Background in business operations roles- advantage.
- Technical proficiency with integrations or data flows between applications -advantage.
WHAT WE OFFER
- 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
- Professional Development: Sponsored learning & development program
- Work Flexibility: A hybrid office work model (In-Office Mon/Tues/Weds and WFH Sun//Thurs)
Top Skills
What the Team is Saying
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
