Jobs at Betterment

Plan, execute, and optimize demand generation campaigns (paid media, email nurture, digital, events) to drive qualified pipeline for 401(k) sales. Manage agency relationships, media performance, budgets, audience targeting/ABM, and lead nurture. Partner with RevOps on lead routing/scoring, track MQL and pipeline metrics, collaborate cross-functionally, and maintain social proof through case studies and reviews.

Lead and optimize end-to-end commercial workflows across Sales, Marketing, and Customer Experience. Own Deal Desk decisions, pricing and promotions, contract approvals, and monthly audits. Design scalable processes, partner with Finance, Legal, and Business Systems to operationalize offers, and deliver pricing/margin analyses and dashboards. Serve as a high-autonomy operator driving revenue-impacting decisions and enablement.

Manage a book of strategic 401(k) clients as a trusted advisor to drive plan success, participant outcomes, and retention. Advise on plan design, rollovers, compliance, and engagement strategies; coordinate onboarding and cross-functional teams; identify risks and expansion opportunities; run strategy sessions and represent the Voice of the Customer to improve the platform.

Own and evolve the GTM systems architecture with Salesforce as the core system of record. Define integration patterns, data contracts, and system-of-record boundaries; design and deliver complex cross-system solutions; audit and remediate platform health, data integrity, and security; guide technical direction, review designs, mentor engineers, and lead high-risk vendor evaluations and migrations in partnership with GTM, Data, and Engineering teams.

Lead design and implementation of full-stack, customer-facing systems for User Engagement. Shape technical direction, mentor engineers, drive complex projects from discovery to release, improve developer workflows, and ensure high performance, reliability, observability, and maintainability of web applications.

Own the relationship between Business Systems & Tooling and stakeholder teams: embed with stakeholders, discover needs, scope work with engineering, prioritize and maintain the roadmap, run intake/backlog processes, and support vendor evaluations and procurement for the salestech stack.

The Sr. Staff Engineer will lead the AI platform strategy, partnering with teams to build AI features, ensuring quality and compliance in a regulated environment.

The Staff Engineer, Backend will drive technical vision, optimize backend systems, mentor engineers, and ensure high-quality software delivery.

The Senior IT Systems Engineer designs, scales, and operates IT systems, ensuring secure and efficient access to tools for employees through automation and oversight of core SaaS platforms.

Manage the compliance function including marketing review, team management, and program enhancements while ensuring adherence to SEC and FINRA rules.

Lead detection engineering team at Betterment; drive detection strategy, incident response, and cross-functional collaboration to enhance security posture.

As a Senior Software Engineer at Betterment, you will develop backend systems, mentor engineers, and manage projects to ensure scalability and efficiency.

The Sr. CX Programs & Automation Manager will oversee AI initiatives in customer support, driving implementation and measuring outcomes in automation, productivity, and customer satisfaction.

Create and edit lifecycle marketing content across email, in-app, push, social, and owned channels using customer insights and AI tools. Build scalable copy systems, optimize for AEO/GEO discoverability, collaborate cross-functionally with product, CRM, design, and compliance, and help evolve AI workflows to drive engagement and performance.

Provide transactional corporate and commercial legal support: draft, negotiate, and interpret vendor, technology, and commercial agreements; support M&A, securities, governance, and equity plan administration; partner with product, engineering, and business teams to manage risk, build standard agreements and processes, and collaborate with outside counsel as needed.

Lead managers and specialists across retail CX, advisor support, and support operations; own BPO partnerships, SLA and quality programs; manage forecasting, capacity planning, and a multimillion-dollar budget; serve as senior escalation for complex cases and partner cross-functionally to prepare for launches, regulatory changes, and operational shifts.

Owner of customer risk rating, KYC, and fraud monitoring models. Design and monitor fraud rules, analyze model performance, and partner with Data, Engineering, Compliance, and Product to reduce fraud while minimizing customer friction. Build dashboards, reporting, and lead cross-functional projects and vendor assessments.

Serve as a strategic HR partner to business leaders, advising on org design, compensation, talent management, employee relations, and career development. Collaborate with Recruiting and People teams to execute people programs, drive hiring, and deliver high-quality HR initiatives that align with business priorities.

Support month-end close with journal entries, reconciliations, and variance analysis; manage fixed assets, prepaids, and revenue; drive process improvements; prepare audit documentation and respond to auditors; develop scalable accounting processes and handle ad-hoc finance requests.

Manage end-to-end creative production for multiple projects, coordinating cross-functional partners, prioritizing and resourcing work, running brief-to-delivery workflows in Jira, supporting vendor and video production efforts, enforcing quality control and specs, and driving process improvements to meet deadlines and business goals.