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About the Role
This role will execute Betterment's partnerships go-to-market strategy, focusing on co-selling and referral partners for the Betterment at Work business line. You will own a partnership channel, managing acquisition, contracting, onboarding, and enablement, while collaborating with sales leadership, marketing, RevOps, legal, and finance.
Responsibilities
- Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work.
- Build joint go-to-market plans with each partner, including team mapping, referral paths, rep incentives, and success metrics.
- Lead partner activation post-signature by coordinating onboarding, training, launch materials, and internal handoffs.
- Drive introductions, co-selling activity, and qualified pipeline by working directly with partner leaders and frontline reps.
- Manage partner pipeline, forecasts, and activity in Salesforce, reporting progress, risks, and results to leadership.
- Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance.
- Identify and adjust messaging, enablement, and partner focus based on channel performance.
- Provide voice-of-partner and market feedback to inform product roadmap, positioning, and channel strategy.
Requirements
- 3–7+ years of experience in partnerships, channel sales, business development, or strategic alliances.
- Experience ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services.
- Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue.
- Strong commercial operator capable of owning the partnership lifecycle end to end.
- Confident relationship builder with executive presence.
- Ability to work effectively across partner organizations and internal cross-functional teams.
- Data-driven and organized with strong judgment and prioritization skills.
- Fluency in pipeline management, forecasting, and Salesforce discipline.
Location
- NYC
- New York City
Work Type
- Hybrid
Experience Level
- Senior Manager
Salary/Compensations
- $135,000 - $160,000
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 offering 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.
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.