Jobs at Betterment

Manage the end-to-end monthly commission cycle, administer ICM platform configuration and data integrations, model and operationalize compensation plans, produce commission and payout reporting, improve processes and automation, and resolve compensation inquiries across Sales, Finance, HR, Payroll, and Revenue Operations.

Own and optimize Betterment’s paid acquisition portfolio across SEM, affiliate, programmatic, display, and mobile app channels. Manage campaign strategy, app store optimization, paid app campaigns, partner negotiations, budgets, creative testing, and performance measurement against funded accounts, CPA, and ROAS goals. Collaborate with creative, compliance, product marketing, insights, accounting, agencies, and external media partners to scale efficient customer acquisition.

Guide business clients through 401(k) onboarding and conversion from prior recordkeepers to Betterment. Manage detailed tracking plans, review plan information, coordinate with compliance, payroll, operations, and external providers, and drive clients through their first payroll launch. Communicate with clients through meetings, phone calls, email, and Zoom while using CRM and proprietary systems to manage deliverables and ensure accurate, efficient implementation.

Generate and qualify outbound sales opportunities for Betterment’s retirement and advisor solutions. Responsibilities include prospect list building, cold calling, email and LinkedIn outreach, understanding prospect needs, communicating qualified opportunities to Account Executives, meeting pipeline targets, using Salesforce and prospecting tools, and providing market feedback to marketing and product teams.

Leads security governance, risk, and compliance programs, including risk assessments, control design, vulnerability management, third-party risk, business continuity, and issues management. Measures and communicates risk, authors policies and reporting, challenges stakeholders, supports audit and regulatory readiness, mentors analysts, and advises leadership on risk acceptance and treatment.

Own the roadmap for Betterment’s marketing enablement products, including promotions, offers, messaging, analytics, internal marketing tooling, and the public website platform. Partner with Marketing, Engineering, Design, Analytics, Finance, and Compliance to create reusable capabilities, design regulated offer mechanics, improve campaign measurement, enable self-service workflows, and lead products from discovery through launch and iteration.

Owns the public-facing marketing website platform, including governance, publishing standards, navigation, templates, integrations, landing pages, SEO, accessibility, compliance readiness, and CRO experimentation. The role partners with Creative, Marketing, Engineering, Growth, Analytics, Product, and Compliance to prioritize work, improve site performance, and build scalable reusable components. It also includes people management, mentorship, capacity planning, and development of operating processes.

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.

Build and operate Betterment’s shared GraphQL API frameworks, authentication and authorization systems, internal tooling, and secure MCP access. Partner with product, operations, support, compliance, and engineering teams to deliver reliable platform capabilities in a regulated financial environment. Contribute to observability, testing, incident response, safe rollouts, AI-agent API access, and developer experience while mentoring junior engineers and influencing technical direction.

Lead and grow a senior engineering team responsible for Betterment’s shared GraphQL API, authentication, authorization, and internal tooling platforms. Set technical strategy, govern security and permission models, improve reliability and developer experience, support AI-enabled API workflows, and partner with engineering, product, IT, security, operations, compliance, and customer support teams.

Build and scale backend trading and money-movement systems for a financial services platform. Design software components, optimize distributed systems, maintain stability and security, and support regulatory risk checks. Collaborate across engineering teams, lead projects, balance delivery with quality, and mentor other engineers.

Own Betterment at Work’s channel partnerships, including sourcing, contracting, onboarding, enablement, co-selling, referrals, pipeline generation, forecasting, and partner growth. Develop joint go-to-market plans, coordinate cross-functional execution, manage partner activity in Salesforce, report results to leadership, and use market feedback to improve messaging, enablement, positioning, and channel strategy.

Own revenue operations analytics, forecasting, executive reporting, QBRs, quota and target planning, and large-dataset analysis. Build scalable reporting infrastructure, internal tools, dashboards, data models, and AI-assisted workflows. Partner with Business Systems and Data Engineering to improve CRM data quality and operational processes, while presenting actionable insights to go-to-market leadership.

Support semi-monthly payroll processing and benefits administration for employees. Responsibilities include reconciling timesheets and payroll inputs, processing adjustments, administering benefit enrollments and life events, coordinating open enrollment, reconciling invoices, maintaining confidential HRIS records, assisting with ACA, COBRA, ERISA, and leave compliance, answering employee questions, and generating reports.

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.

Execute Betterment’s organic social strategy across multiple business lines by drafting, creating, editing, scheduling, publishing, and monitoring content. Coordinate compliance approvals, maintain documentation, track engagement and performance metrics, support product launches and marketing initiatives, and identify social trends. Create engaging, accessible content that explains complex financial topics while maintaining a consistent brand voice across platforms.

Execute B2B growth marketing campaigns for Betterment at Work across email, social, webinars, content, partnerships, and events. Responsibilities include building nurture campaigns, segmenting audiences, drafting copy, coordinating creative and compliance approvals, managing webinar logistics and follow-up, supporting content distribution, and reporting campaign performance. The role partners closely with acquisition marketing and enterprise sales teams to generate leads, build awareness, and nurture qualified prospects.

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.

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.