Senior Data Engineer

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. DESCRIPTION We are looking for a Senior Data Engineer to build the data foundation and AI tools that help teams across Pontera work more effectively. You will build reliable pipelines, develop semantic models that make business data understandable to people and AI agents, and turn that foundation into useful applications and automated workflows. You will work directly with our Data and go-to-market teams, including Sales, Marketing, RevOps and Customer Success. This is a hands-on individual contributor role with the autonomy to shape solutions and see their impact in everyday business use. About the Team We have moved from traditional, dashboard-led BI to conversational analytics. Business teams across Pontera use our agents to explore data, ask follow-up questions and get answers independently, within their access permissions. We are now taking the next step: building automated workflows that help colleagues act on those insights and complete work with less manual effort. Data has become a central partner to the business. From customer support copilots to sales intelligence and client preparation, we build for practical value: better decisions, time back for business teams and stronger outcomes. AI adoption and literacy are high within the team. We work with Snowflake, dbt, Fivetran and use AI tools like Claude and Cortex Code (CoCo) throughout development, investigation and problem-solving. We continually share what we learn and help colleagues across the company use AI confidently and effectively through hands-on enablement, reusable tools and ongoing support. We are a team of strong, independent individual contributors who own their work from understanding the problem through delivery and adoption. We also share context, review each other's work and help one another get past obstacles. Everyone is encouraged to contribute ideas, question assumptions and influence decisions. We value different backgrounds and perspectives, make room for respectful disagreement and expect people to listen as thoughtfully as they speak. RESPONSIBILITIES • Build and maintain data pipelines and integrations using SQL, Python, DBT and Snowflake. Bring together operational, CRM and third-party data, and create reusable models that support analytics and business workflows. • Develop semantic models and views with clear metric definitions, entity relationships, business rules and verified example queries. Make the same trusted definitions usable across agents, applications and reporting. • Build and improve AI agents, copilots and automated workflows that combine structured data, documents and business tools. Work on use cases such as client intelligence, call preparation, customer support and sales productivity. • Partner directly with business teams to understand their processes, question assumptions and identify where better data or a