Revenue Operations Manager, Betterment
Revenue Planning & Insights
$120-145k
SQL
Python
Tableau
Salesforce
Senior and Expert level
New York
3 days a week in office
Automated investing & financial planning
Open for applications
Automated investing & financial planning
501-1000 employees
FintechB2CCryptocurrencyBankingFinancial ServicesMobile
Open for applications
$120-145k
SQL
Python
Tableau
Salesforce
Senior and Expert level
New York
3 days a week in office
501-1000 employees
FintechB2CCryptocurrencyBankingFinancial ServicesMobile
Company mission
To empower people to build wealth with confidence and ease.
Role
Who you are
- The ideal candidate combines strong analytical horsepower with a systems mindset and genuine comfort with ambiguity
- You ask why until you understand the business objective behind a request, you design solutions that scale beyond the first use case, and you already use AI to build and move faster than your job title suggests
- You’re naturally curious about how AI can improve the way work gets done, but you know technology is only valuable when it solves a real business problem
- And you finish: to you, work is done when it's adopted, documented, and running without you, not when the analysis is shipped
- At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating role
- Investigate open-ended business questions, determining the right data, methodology, and solution
- SQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of record
- A systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarter
- Fluency with modern AI tools to accelerate analysis, problem-solving, and development – ou're comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problem
- Strong analytical instincts and business judgment – you optimize for the objective behind the ask, not the ask itself
- Executive-ready communication skills – you can confidently present your own analysis to senior leadership
- Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes
- Hands-on experience working with Salesforce data — reports, objects, and the data structures underneath them
- Experience building reporting and dashboards with BI tools such as Tableau
- Nice to have: Python or other GTM tooling, such as Clay
What the job involves
- We're hiring an analyst and builder for our Revenue Operations team to be a force multiplier for our go-to-market organization. Sometimes that means tackling a question with no playbook yet. Sometimes it means running an established process and improving it as you go
- You'll take on ambiguous, high impact questions and turn them into clearly defined problems, design the right solution, and drive it through build, adoption, and continuous improvement
- The role has three modes. First, you'll drive the analytical core: forecasting, executive reporting, revenue planning, QBR-grade analyses over large datasets, quota and target analytics, and the models that support forecasting and planning. You'll present your own work directly to leadership and translate complex business questions into actionable insights
- Second, you'll build net-new systems: internal tools, data models, and reporting infrastructure that teammates then run and scale. That includes planning models, dashboards, and operational workflows that make the business more efficient over time
- Third, you'll make Revenue Operations more leveraged with AI, whether that's building AI-assisted tooling, designing account scoring and research logic in our go-to-market stack, or automating work that shouldn't be manual. You’ll constantly look for more opportunities to increase leverage across the organization
- Build and continuously improve our reporting engine end to end, from the data models and infrastructure underneath to the reporting and forecasting rhythms that help leadership understand business performance, risks, and opportunities. When an issue traces back to upstream CRM design, process, or data quality, partner with the right teams to fix it at the source
- Own QBR processes, including analyses using large, complex datasets and present your findings and recommendations directly to go-to-market leadership
- Contribute to revenue planning, quota and target setting: including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update processes
- Investigate complex business questions with no established playbook. You'll determine the right data, methodology, and level of analysis needed to produce a decision-ready answer
- Build internal tools using AI-assisted development, balancing speed with accuracy, maintainability, and security without over-engineering
- Architect solutions you may not build yourself: translate business problems into clear requirements, decision logic, and success criteria, then drive execution with Business Systems, Data Engineering, and other partner teams
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
Led by a woman
Top investors
-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.
Salary benchmarks
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