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 looking for a Lifecycle Marketing Manager to lead the strategy and execution of marketing touchpoints that drive engagement across the customer journey. In this role, you will develop and optimize multi-channel lifecycle marketing programs that nurture contacts— from awareness to retention—leveraging automation, segmentation, and personalization. You will be responsible for designing data-driven campaigns that enhance customer experience, deepen relationships, and ultimately drive growth.
As a key member of the marketing team, you will work closely with cross-functional teams, including business intelligence, rev ops, marketing, content, sales and customer success, to build seamless, technology-driven marketing journeys. You will report to the Director of Partnership Marketing and play a crucial role in elevating Pontera’s impact through strategic lifecycle engagement.
Develop & Optimize Lifecycle Journeys:
- Design, build, and execute automated lifecycle marketing programs to engage leads, onboard new customers, and drive retention.
- Leverage marketing automation, AI and CRM tools to create tailored messaging sequences and workflows.
- Ensure timely, relevant, and personalized communications across email, in-product, SMS, and other digital touchpoints.
Segmentation & Personalization:
- Implement data-driven segmentation strategies to ensure targeted messaging that resonates with different customer personas and accounts for different ways our customers use our platform.
- Use behavioral triggers, demographics, and engagement insights to optimize campaign effectiveness.
Cross-Functional Collaboration:
- Partner with partner marketing, product marketing, sales and customer success to align lifecycle marketing initiatives with business goals and broader marketing initiatives.
- Engage with Business Intelligence and Rev Ops teams to identify opportunities where marketing comms can help smooth the customer journey and solve for leaks in the funnel.
- Work with content and design teams to develop compelling messaging and creative assets.
Analytics & Performance Optimization:
- Monitor key performance metrics (e.g., open rates, conversion rates, churn, engagement scores) to assess campaign effectiveness.
- Conduct A/B testing and iterate on campaigns to improve engagement and conversion rates.
- Leverage data to provide insights and recommendations for refining lifecycle strategies.
- Understand and report on campaign impact on key business metrics such as advisor registrations and account activations.
Technology & Automation:
- Manage marketing automation tools (we use HubSpot) and AI BDR to build and refine customer journeys leveraging data from Salesforce and 6sense.
- Build complementary journeys within our platform using Pendo.
- Stay up to date on lifecycle marketing best practices and emerging technologies to enhance campaign execution.
Experience & Expertise:
- 6+ years of experience in lifecycle marketing, CRM, or marketing automation.
- Proven track record of building and optimizing multi-channel customer journeys.
- Hands-on experience with marketing automation tools,CRM platforms, AI BDR and measurement tools (we use HubSpot, Salesforce, Pendo, 6sense and Dreamdata). Considered a technical expert.
- Strong understanding of segmentation, personalization, and behavioral marketing strategies.
- Bonus points: Experience working in fintech, SaaS, or B2B marketing, ideally within a highly regulated industry.
Strategic & Analytical Mindset:
- Data-driven decision-making skills with experience analyzing marketing performance metrics and connecting them back to business growth.
- Familiar with customer journey mapping; ability to translate insights into actionable improvements.
- Experience with A/B testing and experimentation frameworks.
Collaboration & Communication:
- Ability to work cross-functionally and align stakeholders on lifecycle marketing initiatives.
- Strong project management skills, with the ability to prioritize multiple initiatives.
- Excellent written and verbal communication skills.
- Accustomed to working within nimble, flexible environments, with an appetite to fail fast and pivot when necessary.
- Thrives in cultures where no one says, “That’s not my job.”
WHAT WE OFFER
- Compensation: $170,000 annually
- 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
- Healthcare: Comprehensive & affordable insurance benefits with a variety of plan options
- Retirement: 401(k) with employer match & employer-sponsored access to a retirement advisor
- Family Benefits: Paid parental leave & reimbursement program for family planning services (such as fertility treatments, adoption, or surrogacy
- Professional Development: Sponsored learning & development program (to cover classes, certifications, and more!)
- Food Perks: Fully stocked kitchen & lunch reimbursement program
- Work Flexibility: A hybrid office work model (In-Office Tues/Weds/Thurs and WFH Mon/Fri) & generous PTO day
Pontera is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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!
