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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.
Pontera is seeking a Customer Experience (CX) Analyst to contribute to the team's efforts to successfully onboard and retain end clients on the Pontera platform.
The ideal candidate is an analytical problem-solver with a strong customer advocacy mindset. This role is responsible for maintaining Pontera's QA program, identifying customer insights by analyzing support tickets and feedback, and working alongside Tier 3 Client Support to pinpoint and address end client onboarding issues.
Reporting to the Director of CX, this is a great opportunity for an individual who enjoys digging deep into customer feedback and seeing a visible impact from their findings.
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.
Full Time
$95k-125k (estimate)
04/25/2024
05/13/2024
The following is the career advancement route for Customer Experience Analyst positions, which can be used as a reference in future career path planning. As a Customer Experience Analyst, it can be promoted into senior positions as a Customer Experience Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Experience Analyst. You can explore the career advancement for a Customer Experience Analyst below and select your interested title to get hiring information.