Senior Manager of RevOps, Betterment
Reporting & Forecasting
$135-160k
Plus equity
More information about location
3 days a week in office (NYC Metro Area)
Banking and investment app
Be an early applicant
Banking and investment app
501-1000 employees
Be an early applicant
$135-160k
Plus equity
More information about location
3 days a week in office (NYC Metro Area)
501-1000 employees
Company mission
To make people’s lives better.
Role
Who you are
- 7+ years of experience in revenue operations, sales operations, strategy or a similar analytical role, preferably in a technology or SaaS company
- 3+ years of prior people management experience
- Advanced proficiency in data analysis tools such as Excel, SQL, or similar
- Advanced proficiency in business intelligence and reporting tools like Metabase, Tableau or Looker
- Advanced proficiency working with Salesforce
- Strong analytical and problem-solving skills with a strong eye for detail
- Excellent communication and interpersonal skills, capable of collaborating with multiple teams
- Quick learning skills with the ability to handle multiple tasks and prioritize effectively
What the job involves
- Betterment is looking to bring on an experienced Senior Manager, Revenue Operations - Reporting & Forecasting to support our Betterment at Work and Betterment Advisor Solutions go-to-market teams
- As the Senior Manager, Revenue Operations - Reporting & Forecasting you will report to the Head of Revenue Operations and be responsible for supporting the entire GTM organization across reporting and strategic planning
- This role will focus on designing, implementing, and managing scalable reporting frameworks, forecasting models, and performance analysis to support revenue growth
- You will work cross-functionally with Sales, Finance, Marketing, and Customer Success teams to ensure accurate and insightful reporting that drives operational excellence
- Lead, mentor, and develop direct reports, ensuring professional growth and high performance
- Establish best practices and standardized processes for revenue reporting and forecasting across the organization
- Conduct in-depth analysis of historical and current Marketing, Sales and Post-Sales data to identify patterns and opportunities for optimization
- Lead team in the development of sales and marketing forecasts and projections based on market dynamics, business performance, and external factors
- Develop, maintain and update dashboards and reports in Salesforce and Metabase
- Collaborate with other members of the Revenue Operations team to identify gaps and bottlenecks in the sales process and propose process improvements for increased efficiency
- Use data-driven insights to optimize sales enablement strategies and programs
- Cultivate strong cross-functional relationships with leaders organization-wide
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
- Health and wellness: Get comprehensive medical, dental, and vision, plus a free subscription to One Medical.©
- Generous time off: We encourage you to take time off (seriously) and get the rest you need to do your best work.
- Paid parental leave: We welcome new additions to your family with 12-18 weeks of parental leave.
- Matching benefits: We offer a 401(k) match and a match on qualified student loan payments
- Equity: Gain stake in Betterment’s success with company equity grants.
- Free food: Snacks, beverages, and catered lunches at our NYC HQ
- Long-term health resources: We provide LGBTQIA+ transition and fertility support.
- Find your community: Make connections through seven employee affinity groups and a social calendar of hybrid events.
Company HQ
Flatiron District, New York, NY
Leadership
Jonathan Stein
(Board Member)After studying Economics at Harvard, Jonathan worked as a Consultant at First Manhattan Consulting Group for over 4 years. He founded Betterment in 2007, serving as CEO until 2020 when he stepped down to Chairman of the Board.
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