Program Manager, GTM Systems & Tooling

The posting, as Betterment wrote it

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).

About the Role

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.

Scoping, Roadmapping & Prioritization

• Partner with BS&T's

[…]
ending 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!

Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Come join us!

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.