Senior Payroll Services Associate, Betterment
$90-100k
+ Equity
3 days a week in office
Banking and investment app
Open for applications
Banking and investment app
501-1000 employees
Open for applications
$90-100k
+ Equity
3 days a week in office
501-1000 employees
Company mission
To make people’s lives better.
Role
Who you are
- The ideal candidate has strong client-facing, payroll subject matter, problem-solving, and Excel skills
- 4+ years of experience with payroll software and payroll processing
- Working knowledge of API and SFTP connectors
- Advanced proficiency in Microsoft Excel
- Ability to influence stakeholders with competing priorities to focus on bringing critical projects to completion
- Exhibits true ownership and ensures results are achieved. Strives for measurable, high-quality and timely results
- Aptitude for learning, creating, and iterating rapidly
- Excellent written communication skills and ability to build rapport - you will speak with our clients through email and over the phone
- Experience working with retirement plans or payroll providers, and a general understanding of the laws and regulations which govern the industry
- Experience working with CRM and project management systems (For example: Zendesk, Salesforce, Asana, etc.)
What the job involves
- As a SrPayroll Services Associate you will be responsible for ensuring our clients have a successful and timely experience when facilitating data flows between their payroll provider and Betterment
- You will serve as a guide and a resource for clients who integrate their payroll systems with Betterment’s employer benefits platform
- This role partners closely with internal teams such as Client Experience, Product, Engineering, Compliance, and Onboarding
- Be the main point of contact for clients, responsible for helping them transfer employee and payroll data to and from Betterment
- Develop an in-depth understanding of payroll provider integrations and audit incoming payroll data for accuracy and completeness
- Use effective problem-solving and decision-making skills to navigate and troubleshoot issues
- Accurately evaluate data discrepancies and work independently to make appropriate adjustments, with the understanding that they impact our client’s payroll and their employees’ paychecks
- Communicate professionally to both internal and external stakeholders while focusing on needs-driven solutions
- Mentor and coach junior team members, fostering their professional growth and ensuring they develop a strong understanding of payroll processes and systems
- Contribute to our team’s knowledge base of payroll systems and their integrations with Betterment
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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