Daphne Cutler
New York,NY
Summary
Results-oriented Advisor Success Manager at Pontera, specializing in driving platform engagement and enhancing client satisfaction. Proven expertise in outbound prospecting and building lasting relationships, consistently achieving and exceeding sales quotas. Recognized for strong communication skills and contributions to team culture.
Overview
2
2
years of professional experience
Work History
Advisor Success Manager
Pontera
New York, New York
07.2024 - Current
- Partnered with financial advisors to drive adoption of Pontera's platform, ensuring seamless onboarding, training and long-term success
- Acted as a trusted consultant, helping advisors integrate Pontera into their workflow to better serve clients and improve client outcomes
- Delivered data-driven insights and product expertise to maximize advisor engagement, retention, and satisfaction
- Collaborated cross-functionally with sales and support teams to escalate feedback and improve client outcomes
- Consistently exceeded quota, contributing to increased advisor retention and expansion
Advisor Success Associate
Pontera
New York, New York
04.2024 - 07.2025
- Deliver high-impact product demos to large enterprise RIA clients, accelerating adoption of Pontera's retirement account platform.
- Generate new business opportunities via outbound prospecting, driving engagement across the enterprise segment.
- Support sales cycle execution with tailored follow-up strategies, materials, and stakeholder coordination.
- Recognized for strong communication skills, professional persistence, and a team-oriented mindset that supports Pontera's culture of growth and impact.
Business Development Representative
Pontera
New York, New York
09.2023 - 04.2024
- Prospected SMB and Mid-Market firms through cold calling and email outreach.
- Identified leads to build a strong and sustainable pipeline for Account Executives, contributing to consistent revenue growth.
- Demonstrated a resilient, upbeat attitude in a fast-paced, metrics-driven environment while navigating objections and building trusted relationships with key stakeholders.
Education
Bachelor of Science - Business Administration, Concentration in Marketing
University of Richmond
Richmond, Virginia05.2023
Skills
- Outbound prospecting and cold calling
- Lead qualification and objection handling
- Demos and presentations
- Account management
- Salesforce and Zoom proficiency
- LinkedIn Sales Navigator expertise
- Canva design skills
- Strategic thinking
- Relationship building
- Team collaboration and leadership
Hobbies and Interests
- Running
- Travel
- Yoga & Meditation
- Live Concerts
- Interior Design
- Secondhand Fashion
- Photography
- Reading
Leadership Experience
- Kappa Alpha Theta Epsilon Psi Chapter, Richmond, Virginia, Chief Executive Officer (CEO) & President, 01/22, 02/23, Led executive committee and cabinet, managing chapter operations, programming, and conflict resolution., Strengthened leadership, event coordination, and organizational communication.
- Delta Sigma Pi Rho Omega Chapter, Richmond, Virginia, 02/21, 04/23, Participated in business-focused development activities and community service projects.
Timeline
Advisor Success Manager
Pontera
07.2024 - Current
Advisor Success Associate
Pontera
04.2024 - 07.2025
Business Development Representative
Pontera
09.2023 - 04.2024
Bachelor of Science - Business Administration, Concentration in Marketing
University of Richmond