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About the Role

Betterment is seeking an analyst and builder for its Revenue Operations team to act as a force multiplier for the go-to-market organization. This role involves tackling ambiguous, high-impact questions, designing solutions, and driving them through build, adoption, and continuous improvement. The role has three primary functions: driving the analytical core (forecasting, reporting, planning), building net-new systems (tools, data models, infrastructure), and leveraging AI to enhance Revenue Operations efficiency.

Responsibilities

Build and continuously improve the reporting engine end to end, including data models, infrastructure, reporting, and forecasting rhythms.
Partner with teams to fix issues at the source, such as CRM design, process, or data quality problems.
Own QBR processes, including performing analyses on large, complex datasets and presenting findings to go-to-market leadership.
Contribute to revenue planning, quota and target setting, including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update processes.
Investigate complex business questions without an established playbook, determining the right data, methodology, and level of analysis for decision-ready answers.
Build internal tools using AI-assisted development, balancing speed, accuracy, maintainability, and security.
Architect solutions by translating business problems into clear requirements, decision logic, and success criteria, then driving execution with partner teams.

Requirements

At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, Business Operations, or a highly analytical operating role.
Ability to investigate open-ended business questions, determining the right data, methodology, and solution.
SQL fluency and comfort handling large, intricate datasets.
A systems mindset, anticipating edge cases, understanding downstream impacts, and designing scalable solutions.
Fluency with modern AI tools to accelerate analysis, problem-solving, and development.
Strong analytical instincts and business judgment, optimizing for the objective behind the ask.
Executive-ready communication skills, with the ability to present analysis to senior leadership.
Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.
Hands-on experience working with Salesforce data (reports, objects, and data structures).
Experience building reporting and dashboards with BI tools such as Tableau.
Python or other GTM tooling, such as Clay (nice to have).

Skills

SQL
Salesforce
Tableau
AI tools
Python (nice to have)
Clay (nice to have)

Location

NYC
New York City

Work Type

Hybrid

Experience Level

At least five years of experience

Salary/Compensations

New York City: $120,000 - $145,000

Benefits

Medical, dental, and vision coverage
Life and AD&D insurance
Short- and long-term disability
Infertility support and WPATH-aligned transgender health benefits
Employee Assistance Program (EAP)
Transit benefits
FSA and HSA options
Equity for all employees, including new hire and refresher grants
Flexible paid time off
Paid parental leave
Fully paid four-week sabbatical in your sixth year
Company-paid professional coaching for all employees
Day-one 401(k) match
Matching on qualified student loan payments

About the Company

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 change lives: 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: When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We simplify financial services: We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Equal Opportunity

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.
Betterment is dedicated to providing accommodations to candidates upon request.
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.