Responsibilities

The Business Systems & Tooling (BS&T) team builds and operates the internal systems that power Betterment's B2B businesses — from Salesforce and its surrounding integrations to the tooling that connects our sales, service, and advisor workflows to the Betterment platform itself. Because Betterment sells across multiple lines of business, our sales tech stack has to reflect that complexity: it's not one product and one funnel, but a set of interconnected systems serving distinct teams with distinct needs.
This role owns the interface between BS&T and its stakeholders. You'll embed deeply within stakeholder teams — attending their meetings, learning their day-to-day workflows, and understanding their upcoming priorities — so that BS&T can proactively identify opportunities rather than waiting for problems to arrive as tickets. You'll then bring that context back to the team, partnering with our engineering leads and architects to translate stakeholder needs into well-scoped tasks and clear, communicated roadmaps.
This role is ideal for someone who is energized by sitting between business teams and technical teams: fluent enough in each world to be trusted by both, and disciplined enough to turn ambiguity into a plan.
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: $125,000 – $145,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life
Stakeholder Immersion & Discovery
Embed with stakeholder teams across our lines of business, attending their regular meetings and building a working knowledge of their processes, tools, and pain points.
Proactively surface opportunities for tooling improvements, automation, and best practices — bringing ideas to stakeholders rather than waiting to be handed a problem.
Maintain a continuously updated view of each stakeholder group's upcoming priorities and how they map to BS&T's capacity and roadmap.
Act as the first point of contact for new stakeholder requests, gathering context and framing the underlying need before work is committed.

Qualification

Skills & ExperienceExperience at a company with a complexExperience supporting vendor evaluationProfessional CompetenciesProactive by defaultStrong writer and documenterExperience in fintechJoin a team built on these core valuesWe set audacious goalsWe set them for the companyWe value all perspectives

Required

Skills & Experience
5+ years of experience in product management, technical program management, business systems analysis, or a similar role sitting between business stakeholders and technical teams.
Working knowledge of Salesforce and the surrounding GTM systems ecosystem (e.g., CPQ workflows, enrichment, engagement, and integration tooling) — enough to scope work credibly and ask the right questions, even if you don't build in it yourself.
Experience at a company with a complex, multi-product go-to-market — where internal systems must integrate the CRM, adjacent salestech tools, and the product being sold itself.
Demonstrated ability to turn ambiguous stakeholder requests into scoped, prioritized, well-documented work.
Experience supporting vendor evaluation, procurement, or renewal processes is a strong plus.
Professional Competencies
Builds trust quickly with both business stakeholders and engineers, and communicates fluently with each in their own terms.
Comfortable saying "not yet" — able to make prioritization tradeoffs transparent and keep stakeholder confidence even when their request isn't next.
Proactive by default: identifies opportunities and proposes solutions rather than operating purely on intake.
Strong writer and documenter; believes that a decision isn't made until it's written down and shared.
Thrives in a small team where process is yours to design, not inherited.

Preferred

Experience in fintech, financial services, or another regulated industry.
Familiarity with SQL or data analysis tools sufficient to self-serve answers about system and business data.
Exposure to marketing automation or martech platforms (e.g., Braze, HubSpot).
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.
We value all perspectives

Business Development Representative at Betterment · LumiJobs

Business Development Representative

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Betterment

More roles at Betterment