Account Executive, Betterment
Payroll Partnerships
$85-97.5k
Competitive equity package and variable compensation in the form of a commission bonus
More information about location
Automated investing & financial planning
Job no longer available
Automated investing & financial planning
501-1000 employees
Job no longer available
$85-97.5k
Competitive equity package and variable compensation in the form of a commission bonus
More information about location
501-1000 employees
Company mission
To empower people to build wealth with confidence and ease.
Role
Who you are
- 5+ years of sales experience working in B2B tech/SaaS sales and co-selling with Partner field sales resources, managing a lead funnel
- Experience in payroll/HCM sales is highly desirable
- Curiosity and interest in financial products and retirement planning
- Demonstrated track record of high performance
- Ability to grasp and communicate complex financial concepts
- High energy and willingness to learn
- Self-motivated and adaptable to change
- Strong communication skills - you will collaborate with our sales team to drive process improvements
- Experience with sales technology stack like Outreach and Salesforce
- Regional travel expectations of 20-40% of your time
What the job involves
- We are seeking an ambitious Partner Account Executive to join our team
- In this role, you will be responsible for leading the Partner sales process from contacting leads to closing deals that result in Bookings
- You are a tech-savvy seller who is passionate about working with decision-makers to add a retirement offering to their employee benefits or transition plans from their existing provider
- This position will be based in NYC, focused on generating new business and representing Betterment at Work 401(k) solutions
- Build strong relationships with existing and new strategic partnership sales resources to drive meaningful sales outcomes (leads and opportunities created)
- Focus on meeting and exceeding sales goals and objectives
- Manage a lead funnel, assisting prospects with email, chat, and phone correspondence
- Conduct discovery and online demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
- Develop relationships with all levels of the Partner organizations to maximize sales opportunities
- Ensure effective and consistent use of Salesforce
- Provide “voice of the client, partner and industry” to marketing and product management to drive roadmaps
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
- 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
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
- Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.
- We encourage you to take time off (seriously) and get the rest you need to do your best work.
- Employees welcoming little ones are eligible for our robust parental leave policy after six months of employment.
- We offer a 401(k) match and a match on qualified student loan payments.
- Gain a stake in Betterment’s success with company equity grants.
- Snacks, beverages, and catered lunches at our NYC HQ.
- We provide LGBTQIA+ transition and fertility support.
- Make connections through seven employee affinity groups and a social calendar of hybrid events.
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.
Salary benchmarks
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