Revenue Operations Manager
Revenue Operations Manager
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$ 115000 - 140000
1 Vacancy
Job Description
About Betterment
Betterment is a leading technologydriven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions including a 401(k) for small and mediumsized businesses. Our team is passionate about our mission: making peoples lives better. Were headquartered in NYC and offer hybrid NYbased positions (three days/ week inoffice).
About the role
Betterment is looking to bring on an experienced Revenue Operations Manager to support our Betterment at Work and Betterment Advisor Solutions gotomarket strategy reporting and insights for our Revenue Org teams including Marketing Sales and PostSales.
As the Revenue Operations Manager you will report to the Sr. Revenue Operations Manager and be responsible for supporting the entire Revenue Operations organization across reporting and strategic planning. The person in this role will play a crucial role by generating reports and insights that will inform our strategy. They will lean on the established team and Sr. Revenue Operations Manager to execute on the revenue reporting cadence and strategy.
We are looking for someone who will be able to learn and grow quickly by understanding our current setupa foundation of tools forecasting reporting insights and help support them to unlock business needs. In this role you are expected to execute the revenue reporting cadence independently develop insights related to pricing and forecasting and support adhoc reporting requests. The ideal candidate will effectively communicate with members of the Revenue Operations team deliver projects and tasks in an efficient manner and consistently improve the revenue strategy function.
This role is based out of our NYC office. Below weve reflected the base salary range we would offer 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 Betterments total compensation package for employees.
- New York City: $115000 $140000
We offer a competitive equity package health dental and vision benefits life and AD&D shortterm and longterm disability insurance EAP commuter and parking benefits FSA/HSA and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. For jobs based out of our NYC HQ we require in office attendance Tuesday through Thursday weekly.
A day in the life
- Conduct indepth analysis of historical and current Marketing Sales and PostSales data to identify patterns and opportunities for optimization
- Independently execute and advance the revenue reporting cadence by providing key insights and actionable recommendations to support our growth strategies
- Assist in the development of sales and marketing forecasts and projections based on market dynamics business performance and external factors
- Manage maintain and update dashboards and reports
- Collaborate with the internal Revenue Operations team to identify gaps and bottlenecks in the sales. process and propose process improvements for increased efficiency and conversion rates.
- Use datadriven insights to optimize sales enablement strategies and program
What were looking for
- 4 years of experience in revenue operations sales operations strategy or a similar analytical role preferably in a technology or SaaS company
- Advanced proficiency in data analysis tools such as Excel SQL or similar
- Proficiency in business intelligence and reporting tools like metabase tableau or looker is a plus.
- Proficiency working with Salesforce
- Strong analytical and problemsolving skills with a strong eye for detail
- Excellent communication and interpersonal skills capable of collaborating with multiple teams
- Quick learning skills with the ability to handle multiple tasks and prioritize effectively
What being at Betterment means for you
We change lives
Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact always laddering up to our mission: making peoples lives better.
We set audacious goals
We set them for the company our customers and ourselvesand we wont stop until we reach them. We dont just show up; we give our all then celebrate our wins.
We value all perspectives
When we collaborate were at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We invest in you with:
- A competitive suite of benefits including: medical dental and vision insurance; life and AD&D insurance; STD and LTD benefits including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
- Flexible paid time off (and encouragement to use it!)
- Meaningful opportunity for community building through our 7 Employee Resource Groups
- Empowerment to own and lead change and affect the business
- Dedicated professional development opportunities
- Lunch from our inhouse chef three days a week at our NYC headquarters
What happens next
Well take a few weeks to review all applications. If wed like to spend more time with you well reach out to arrange next steps which will include 34 sets of meetings with your future colleagues.
In the interview process well look to learn more about your skills experiences capabilities and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending 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 35 weeks to make a hiring decision depending on your availability and sense of urgency. As a best practice we aim to interview at least 23 final round candidates before making a hiring decision. Please note that as we usually receive an overwhelming number of applications for open positions were 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 mayredactor remove ageidentifying information such as age date of birth or dates of school attendance or graduation. You will not be penalized forredactingor removing this information.
Come join us!
Were 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.
EVerify Statement
Betterment participates in EVerify. We will provide the Social Security Administration and if necessary the Department of Homeland Security with information from each new employees Form I9 to confirm work authorization. Please note that we do not use this information to prescreen job applicants.
EVerify Notice
EVerify Notice (Spanish)
Right to Work Notice
Right to Work Notice (Spanish)
CPRA Language CA Applicants ONLY
We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by thirdparty service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected request deletion or to make updates to your candidate profile please email .
Required Experience:
Manager
Employment Type
Full Time
