The Advisor Success Manager at Pontera is responsible for guiding new financial advisors through the initial adoption phase of the Pontera platform, focusing on helping them achieve their first five clients. This role involves conducting onboarding sessions, managing a pipeline of advisors, and utilizing sales methodologies to drive engagement and urgency. The position is sales-oriented and aims to ensure advisors realize the full value of the platform within their first 90-120 days.
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