Senior Manager of Channel Partnerships, Betterment
$170-180k
+ Bonus and equity
More information about location
4+ days a week in office
Automated investing & financial planning
Job no longer available
Automated investing & financial planning
501-1000 employees
Job no longer available
$170-180k
+ Bonus and equity
More information about location
4+ days a week in office
501-1000 employees
Company mission
To empower people to build wealth with confidence and ease.
Role
Who you are
- 5–7+ years of experience in partnerships, channel sales, business development, or strategic alliances, ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services
- Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue
- Strong commercial operator who can own the partnership lifecycle end to end, from prospecting and contracting through onboarding, enablement, and growth
- Confident relationship builder with executive presence and the ability to work effectively across partner organizations and internal cross-functional teams
- Data-driven and organized, with strong judgment, prioritization skills, and fluency in pipeline management, forecasting, and Salesforce discipline
What the job involves
- The Senior Manager, Channel Partnerships role will be vital in executing our partnerships go-to-market motion focused on co-selling and referral partners for our Betterment at Work business line
- This role will own a partnership’s channel and be responsible for acquisition, contracting, onboarding, and enablement
- The role will collaborate deeply with sales leadership, marketing, RevOps, legal and finance
- Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work
- Build joint go-to-market plans with each partner, team mapping, referral paths, rep incentives, and success metrics
- Lead partner activation after signature by coordinating onboarding, training, launch materials, and internal handoffs
- Work directly with partner leaders and frontline reps to drive introductions, co-selling activity, and qualified pipeline
- Manage partner pipeline, forecasts, and activity in Salesforce, and report progress, risks, and results to leadership
- Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance
- Identify what is and is not working across the channel, and adjust messaging, enablement, and partner focus accordingly
- Bring voice-of-partner and market feedback into the business to inform roadmap, positioning, and channel strategy
Application process
- 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!
Our take
Betterment is an app-based investment platform that provides personal finance data and guidance to retail users through a range of real-world data and AI analytics to deliver investment advice to customers.
The company has become the largest independent digital investment advisor in the U.S. Having expanded its 401k business, Betterment has entered the world of Crypto, partnering with Gemini to offer customized crypto portfolios and its "Crypto Investing by Betterment" platform.
Betterment has a wealth of competition in this increasingly crowded space. Other robo advisors offering similar services include Moneyfarm, Wealth Simple, M1 Finance and Personal Capital. Going forward, Betterment hopes to further distance itself from rivals as it further innovates its platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-6% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Sep 2021
$60m
SERIES F
Jul 2017
$70m
SERIES E
Total funding: $335m
Company benefits
- Compensation & Ownership: Competitive, benchmarked salary. Equity for everyone, including new hire, performance, and refresher grants.
- Retirement: 401(k) match from day one, including Student loan matching. Zero management fees.
- Health & Wellbeing: Comprehensive medical, dental, and vision coverage. One Medical membership. Fertility and LGBTQIA+ transition support.
- Time Away: Flexible time off. Paid parental leave for all parents. Four-week sabbatical in year six.
- In-Office Culture & Flexibility: An in-person, collaborative culture, with no required office days during the summer and winter holidays.
- Growth & Development: Free Coaching for everyone and continuous development.
- Community & Care: Chef lunches, guest speakers, company gatherings, heritage celebrations, and seven Employee Resource Groups.
- Employee Support: Dedicated benefits advocate and EAP access.
Company HQ
Chelsea, New York, NY
Leadership
Sarah Kirshbaum Levy
(CEO)Prior to joining Betterment in 2020, Sarah served as the COO for Viacom Media Networks.
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