Owns Betterment’s internal sales and service systems, bridging business teams and engineers to scope tooling improvements and roadmaps for a multi-product fintech platform.
Compensation
$125K–$145K / yr
Location
Betterment HQ - New York City
Work setup
Not specified
Seniority
Not specified
Employment
Not specified
Experience
5+ years
Category
Project management
Posted
Skills
automation
braze
cpq
crm
fintech
go-to-market
hubspot
marketing-automation
program-management
salesforce
sql
Must have
5+ years of experience in product management, technical program management, business systems analysis, or a similar role sitting between business stakeholders and technical teams.
Working knowledge of Salesforce and the surrounding GTM systems ecosystem (e.g., CPQ workflows, enrichment, engagement, and integration tooling) — enough to scope work credibly and ask the right quest
Experience at a company with a complex, multi-product go-to-market — where internal systems must integrate the CRM, adjacent salestech tools, and the product being sold itself.
Demonstrated ability to turn ambiguous stakeholder requests into scoped, prioritized, well-documented work.
Experience supporting vendor evaluation, procurement, or renewal processes is a strong plus.
Nice to have
Experience in fintech, financial services, or another regulated industry.
Familiarity with SQL or data analysis tools sufficient to self-serve answers about system and business data.
Exposure to marketing automation or martech platforms (e.g., Braze, HubSpot).
Full description
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
About the Role
The Business Systems & Tooling (BS&T) team builds and operates the internal systems that power Betterment's B2B businesses — from Salesforce and its surrounding integrations to the tooling that connects our sales, service, and advisor workflows to the Betterment platform itself. Because Betterment sells across multiple lines of business, our sales tech stack has to reflect that complexity: it's not one product and one funnel, but a set of interconnected systems serving distinct teams with distinct needs.
This role owns the interface between BS&T and its stakeholders. You'll embed deeply within stakeholder teams — attending their meetings, learning their day-to-day workflows, and understanding their upcoming priorities — so that BS&T can proactively identify opportunities rather than waiting for problems to arrive as tickets. You'll then bring that context back to the team, partnering with our engineering leads and architects to translate stakeholder needs into well-scoped tasks and clear, communicated roadmaps.
This role is ideal for someone who is energized by sitting between business teams and technical teams: fluent enough in each world to be trusted by both, and disciplined enough to turn ambiguity into a plan.
This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment's total compensation package for employees.
New York City: $125,000 – $145,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life
Stakeholder Immersion & Discovery
Embed with stakeholder teams across our lines of business, attending their regular meetings and building a working knowledge of their processes, tools, and pain points.
Proactively surface opportunities for tooling improvements, automation, and best practices — bringing ideas to stakeholders rather than waiting to be handed a problem.
Maintain a continuously updated view of each stakeholder group's upcoming priorities and how they map to BS&T's capacity and roadmap.
Act as the first point of contact for new stakeholder requests, gathering context and framing the underlying need before work is committed.
Scoping, Roadmapping & Prioritization
Partner with BS&T's engineering lead and architects to translate stakeholder needs into scoped, documented tasks with clear success criteria.
Own and communicate the BS&T roadmap, making prioritization decisions legible to stakeholders and aligning our planning rhythm with the rest of the company.
Balance urgent stakeholder priorities against high-value quality-of-life improvements, ensuring compounding wins don't get perpetually deferred.
Run intake, backlog grooming, and status communication processes so the team's work — and the reasoning behind it — is visible.
Vendor & Salestech Landscape
Stay current on the salestech landscape, evaluating emerging tools and practices for fit with Betterment's stack.
Support vendor assessments, procurement, and renewal processes across our salestech vendors, partnering with Finance, Legal, and Security as needed.
Help stakeholders evaluate build-vs-buy tradeoffs with a clear-eyed view of total cost, integration complexity, and maintenance burden.
What We're Looking For
Skills & Experience
5+ years of experience in product management, technical program management, business systems analysis, or a similar role sitting between business stakeholders and technical teams.
Working knowledge of Salesforce and the surrounding GTM systems ecosystem (e.g., CPQ workflows, enrichment, engagement, and integration tooling) — enough to scope work credibly and ask the right questions, even if you don't build in it yourself.
Experience at a company with a complex, multi-product go-to-market — where internal systems must integrate the CRM, adjacent salestech tools, and the product being sold itself.
Demonstrated ability to turn ambiguous stakeholder requests into scoped, prioritized, well-documented work.
Experience supporting vendor evaluation, procurement, or renewal processes is a strong plus.
Professional Competencies
Builds trust quickly with both business stakeholders and engineers, and communicates fluently with each in their own terms.
Comfortable saying "not yet" — able to make prioritization tradeoffs transparent and keep stakeholder confidence even when their request isn't next.
Proactive by default: identifies opportunities and proposes solutions rather than operating purely on intake.
Strong writer and documenter; believes that a decision isn't made until it's written down and shared.
Thrives in a small team where process is yours to design, not inherited.
Nice to Have
Experience in fintech, financial services, or another regulated industry.
Familiarity with SQL or data analysis tools sufficient to self-serve answers about system and business data.
Exposure to marketing automation or martech platforms (e.g., Braze, HubSpot).
Join a team built on these core valuesWe change lives
Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.We set audacious goals
We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.
We value all perspectives
When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We simplify financial services
We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Our Commitment to Your Total Well-being:
We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
Ownership: Equity for all employees, including new hire and refresher grants.
Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
Growth: Company-paid professional coaching for all employees.
Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
What happens next
We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Come join us!
We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.