About Betterment
Automated investing for confident financial futures
Key Highlights
- Largest independent digital investment advisor in the U.S.
- Raised $335 million in Series E funding
- Over 700,000 customers using the platform
- Offers 'Crypto Investing by Betterment' in partnership with Gemini
Betterment is the largest independent digital investment advisor in the U.S., providing automated investing and financial planning services through its app-based platform. Headquartered in Chelsea, New York, Betterment has raised $335 million in funding and serves over 700,000 customers, offering pe...
🎁 Benefits
Betterment offers a 401(k) match, equity grants, and comprehensive medical, dental, and vision coverage. Employees enjoy a robust parental leave polic...
🌟 Culture
Betterment fosters a data-driven culture that emphasizes innovation in fintech and personalized financial guidance. The company supports employee conn...
Business Operations • Mid-Level
Betterment • New York - Hybrid
Skills & Technologies
Overview
Betterment is hiring a Salesforce & Business Systems Engineer to partner with Sales, Marketing, and Customer Experience teams. You'll leverage Salesforce to translate complex business problems into scalable solutions. This role requires a consultative mindset and strong technical skills.
Job Description
Who you are
You have a strong technical background and a consultative mindset, ideally with experience in Salesforce and business systems. You thrive in ambiguity and enjoy problem-solving with stakeholders, seeing systems as a lever for business impact. You understand how to translate complex business problems into scalable system and process solutions, ensuring that workflows are improved and integrations are strengthened.
You are comfortable working closely with Sales, Marketing, and Customer Experience teams, acting as a trusted partner to help them achieve their goals. Your ability to enable data-driven decision-making is key to driving B2B growth within your scope of ownership. You have a passion for technology-driven financial services and are excited about the opportunity to empower people to build wealth with confidence and ease.
What you'll do
In this role, you will be accountable for how systems are built and why, ensuring that solutions improve workflows and drive business impact. You will collaborate with various teams to understand their needs and translate them into effective system solutions. Your responsibilities will include system administration, process optimization, and ensuring that integrations are seamless and effective.
You will work on enhancing the Salesforce platform to better serve the needs of the organization, focusing on scalability and efficiency. You will also be involved in data analysis to support decision-making processes and help identify opportunities for growth. Your role will require you to stay updated on best practices and emerging technologies in the field, ensuring that Betterment remains at the forefront of financial services technology.
What we offer
Betterment offers a hybrid work environment, allowing you to work four days a week in the office while also providing flexibility. You will be part of a passionate team dedicated to empowering individuals and businesses through innovative financial solutions. The company values collaboration and encourages you to apply even if your experience doesn't match every requirement. You will have the opportunity to grow your skills and make a significant impact in the financial services industry.
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