Account Executive, Betterment
Referral Partners
$85-97.5k
Plus commission
3 days a week in office
Automated investing & financial planning
Job no longer available
Automated investing & financial planning
501-1000 employees
Job no longer available
$85-97.5k
Plus commission
3 days a week in office
501-1000 employees
Company mission
To empower people to build wealth with confidence and ease.
Role
Who you are
- You are a tech-savvy partner sales professional who is passionate about working with decision-makers to add a retirement offering to their employee benefits or transition plans from their existing provider
- You are proficient in navigating strategic sales processes with multiple stakeholders while managing a high velocity sales cycle
- You also have a proven track record of working with referral partners to generate sales pipeline and execute a co-selling motion
- 3+ years of referral partner sales experience working in B2B tech/SaaS sales with proven track record of success (top 10% of sales organization)
- Experience with SPICED or comparable sales framework
- Experience in Benefit Brokers and HR Consultancy referral partner sales is highly desirable
- Experience with Referral Partner sales technology stack, i.e., Groove, Salesforce, PartnerStack, LinkedIn Sales Navigator, Gong
- Ability to thrive in a fast paced environment
- Self-motivated, accountable, organized, communicative, and adaptable professional with willingness to learn while holding self to highest of standards
- National travel expectations of 20-40% of your time
What the job involves
- We are seeking a talented and ambitious Account Executive to join our Referral Partner team
- You will have a unique opportunity to help shape the future of the channel as an early member of our Referral Partner team
- In this role, you will be responsible for leading the full cycle Referral Partner sales process from new partner acquisition to existing partner activation to closing referred deals that result in Bookings
- Create new and build existing relationships with Benefit Brokers and HR Consultancy partners to drive meaningful sales outcomes (referrals, sales opportunities)
- Maximize referral intake lanes and build sales pipeline by developing strong relationships across all levels for existing Referral Partners
- Manage prospective partner and sales pipelines in Salesforce to accurately forecast new partner acquisition and revenue
- Conduct discovery and product demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
- Close business and achieve quota attainment consistently
- Provide new clients with great experience by working closely with Onboarding and CSM teams to ensure smooth handoffs
- Provide “voice of the client, partner and industry” to Marketing and Product teams 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
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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