Pontera
Direct Greenhouse career site

Customer Support Representative

Location
New York, NY
Listed
10 days ago

About the role

We're looking for a thoughtful, resourceful, and customer-centric Customer Support Representative to join our NYC-based team. 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.

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.

This is an opportunity to make a meaningful impact within a growing and evolving company where operational excellence and customer experience are central to our success.

Responsibilities

  • Provide software support and troubleshoot technical issues with accuracy and care
  • Respond to client questions in a clear, thorough, and timely manner
  • Investigate issues and determine next steps when solutions are not immediately obvious
  • Escalate complex technical matters to appropriate internal teams, providing full context and documentation
  • Communicate and solve issues with customers and cross functional teams by phone, email, video chat
  • Identify patterns or recurring themes clients are experiencing
  • Support team initiatives and projects that enhance the customer experience

Requirements

  • Strong problem-solving skills and intellectual curiosity
  • Ability to stay composed and confident even when you don't immediately know the answer
  • Sound judgment and intuition when communicating with clients
  • Excellent written and verbal communication skills
  • Empathy and professionalism in client interactions
  • Experience with Zendesk a plus
  • Detail-oriented with strong organizational skills
  • Comfortable collaborating across teams
  • Experience in customer support, client service, or a related field preferred

What We Offer

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

About Pontera

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.

Read the original posting

From Pontera's careers page, first listed on Rolev.ai on October 30, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

Where is the Customer Support Representative job at Pontera located?

This Customer Support Representative position at Pontera is located in New York, NY. Always check Pontera's application page for specific state eligibility or relocation policies.

How do I apply for the Customer Support Representative position at Pontera?

This listing links directly to Pontera's Greenhouse application page. You can apply directly on Pontera's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.