Sr. Manager, Revenue Operations - Pricing & Deal Desk

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

Betterment is looking for a Senior Manager, Commercial Operations & Deal Desk to serve as the execution arm of our Revenue Operations team, reporting to the Senior Director, Head of Revenue Operations. As our commercial engine grows, you'll own our Revenue Operations processes (spanning supporting our go-to-market and post-sales teams) and own Deal Desk and Promotions.

This role calls for someone who thinks like a process owner first: you are someone who notices friction and inefficiency before anyone flags it, and is motivated to design it out of the system rather than work around it. You’ll map how work actually flows across those handoffs today and redesign it so it holds up as we scale, including partnering with our Business Systems & Tools team, who own the technical build.

Deal Desk and promotions carry real dollar and margin impact, so you’ll be trusted to partner with Sales, Finance, and Legal and make judgment calls without every decision being checked. This is a high-visibility individual contributor role for an operator who wants real autonomy and wants a direct, dollar impact on Betterment’s growth.

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: $135,000- $160,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

A Day in the Life

• Own the operational process and design for our commercial workflows end to end across Sales, Marketing, and Customer Experience - from lead handoff, through approvals and contracting, to onboarding and renewal
• Manage deal desk decisions - from structuring deals / pricing, to reviewing and approving Statements of Work, to conducting monthly audits to ensure complete consistency between opportunity records
• Own promotion development and operationalize pricing end to end - designing the offer, aligning stakeholders, and driving execution across Sales, Finance, and Legal
• Partner closely with Betterment's Revenue Operations Enablement function on rollout of new deal structures, promotions, and process changes to the stakeholders you support

What We’re Looking For

• 7+ years of experience in deal desk, sa

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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.