Sr. Accountant at Betterment · LumiJobs

Responsibilities

We’re looking for a senior individual contributor to own the architecture and ongoing health of Betterment’s GTM systems ecosystem, with Salesforce at the center and a growing set of surrounding integrations.
This is a staff-level technical leadership role for someone who wants to spend their time solving hard systems problems, setting technical direction, and raising the bar for how our GTM systems are built.
This role goes well beyond system administration or ticket fulfillment. As the staff-level architect for Betterment’s GTM systems ecosystem, you’ll define technical direction across our stack, proactively identify architectural risks and opportunities, and bring forward new approaches before they become stakeholder asks.
You’ll partner closely with our Sales, Betterment Advisor Solutions (BAS), and Betterment at Work (B@W) teams as the primary technical counterpart to their workflows, and collaborate with our Data and Product/Engineering organizations on systems integration and data integrity. You’ll guide how our tools work together - Salesforce, HubSpot, Clay, and the rest of our GTM stack - and ensure we’re building for long-term scalability, data quality, and business impact.
This role is not the primary owner of routine system administration, basic ticket fulfillment, or standard stakeholder intake; it is focused on the most complex architectural, integration, and platform-health problems across our GTM systems.
You’ll be a force multiplier for the broader Business Systems & Tools team: reviewing solution designs, mentoring engineers on architecture and integration patterns, and stepping into the team’s highest-risk or most ambiguous cross-system work to unblock progress and raise the quality bar.
This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.
New York City: $155,000- $175,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life
Own the GTM systems architecture
Define and maintain the target architecture for our GTM systems ecosystem - how data and workflows should move between Salesforce, HubSpot, Clay, and adjacent tools such as enrichment, engagement, telephony, billing, and analytics - and drive the stack toward it.

Qualification

Architecture & Systems DepthSolid data literacyStrong judgment on permissionsTechnical LeadershipProven ability to own ambiguousExperience with AI-driven GTM workflowsJoin a team built on these core valuesWe set audacious goalsWe set them for the company

Required

Architecture & Systems Depth
Deep expertise with Salesforce as the core system of record for GTM, including declarative, programmatic, and integration approaches - and, more importantly, the architectural judgment to choose the right pattern based on scale, maintainability, risk, and downstream data implications.
Demonstrated experience owning architecture for a multi-tool GTM stack in a B2B or SaaS environment: designing integrations, defining data flows, and managing system dependencies at scale.
Strong understanding of integration design patterns such as APIs, middleware, and event-driven flows, and their implications for reliability, reporting, user experience, and operational support.
Experience with marketing automation and sales engagement platforms, with HubSpot strongly preferred, and with GTM data enrichment/orchestration tooling; experience with Clay or similar signal-based automation platforms is a significant plus.
Solid data literacy: comfortable defining data contracts, validating data across systems, and partnering with data and analytics teams on integrity and reporting.
Strong judgment on permissions, auditability, release risk, and data governance in complex business systems environments.
Technical Leadership
A track record of operating as a staff-level or lead IC: setting technical direction, reviewing others’ designs, and raising quality across a team without formal management authority.
Proven ability to own ambiguous, high-stakes projects end-to-end, from problem discovery through deployment and adoption, with minimal oversight.
Experience defining durable architecture artifacts and operating mechanisms, not just delivering projects.
Experience running or heavily contributing to vendor evaluations and platform migrations, including technical diligence, security considerations, and implementation planning.

Preferred

Salesforce architect-track certifications such as Application Architect, System Architect, or Integration Architecture Designer.
Experience with AI-driven GTM workflows, including automated enrichment, outbound orchestration, or conversation intelligence writing back to CRM.
Experience with deployment and DevOps tooling for Salesforce, such as Copado, and release management best practices.
Familiarity with the broader RevOps stack, including call intelligence, sales engagement, customer success platforms, billing, and BI tools.
Join a team built on these core values
Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.
We set audacious goals
We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

Sr. Accountant

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Betterment

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