Business Systems Architect, GTM Systems

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. Were 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).

Were looking for a senior individual contributor to own the architecture and ongoing health of Betterments GTM systems ecosystem with Salesforce at the center and a growing set of surrounding integrations.

This is a staff-level technical leadership role for someone who wants to spend their time solving hard systems problems setting technical direction and raising the bar for how our GTM systems are built.

This role goes well beyond system administration or ticket fulfillment. As the staff-level architect for Betterments GTM systems ecosystem youll define technical direction across our stack proactively identify architectural risks and opportunities and bring forward new approaches before they become stakeholder asks.

Youll partner closely with our Sales Betterment Advisor Solutions (BAS) and Betterment at Work () teams as the primary technical counterpart to their workflows and collaborate with our Data and Product/Engineering organizations on systems integration and data integrity. Youll guide how our tools work together - Salesforce HubSpot Clay and the rest of our GTM stack - and ensure were building for long-term scalability data quality and business impact.

This role is not the primary owner of routine system administration basic ticket fulfillment or standard stakeholder intake; it is focused on the most complex architectural integration and platform-health problems across our GTM systems.

Youll be a force multiplier for the broader Business Systems & Tools team: reviewing solution designs mentoring engineers on architecture and integration patterns and stepping into the teams highest-risk or most ambiguous cross-system work to unblock progress and raise the quality bar.

This role is based out of our NYC office. Below weve 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 Betterments total compensation package for employees.

• New York City: $155000- $175000

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

• Define and maintain the target architecture for our GTM systems ecosystem - how data and workflows should move between Salesforce HubSpot Clay and adjacent tools such as enrichment engagement telephony billing and analytics - and drive the stack toward it.
• Define and maintain the canonical GTM systems architecture including system-of-record boundaries key data domains integration patterns and architecture decision records so the team has clear standards to build against.
• Design and build scalable maintainable solutions for our most complex cross-system initiatives owning them from problem framing through deployment.
• Continuously audit the health of the stack: integration reliability data integrity technical debt security posture permissions auditability and platform limits - and drive remediation before problems reach stakeholders.

• Review and guide solution designs across the Business Systems & Tools team providing guardrails and feedback that improve scalability maintainability and clarity.
• Establish and evangelize standards for integration patterns data design deployment practices release governance and documentation.
• Mentor engineers on architecture and technical decision-making leading through influence and expertise rather than direct management.

• Partner with Sales BAS and stakeholders to deeply understand their workflows frame problems evaluate tradeoffs and translate needs into pragmatic system designs.
• Serve as the resident thought leader on GTM systems: track where the market is going especially in AI-driven GTM tooling and data enrichment proactively bring stakeholders new approaches and pressure-test vendor claims against real requirements.
• Collaborate with Data and Product/Engineering teams on systems integration data contracts and data integrity across the companys platforms.

• Step into the highest-priority or highest-risk initiatives across stakeholder areas when deep architectural ownership is needed especially when work spans multiple tools teams or business processes.
• Lead the technical diligence and implementation architecture for new tools and major platform changes: define requirements assess fit against our target architecture coordinate security and integration design and guide implementation through UAT and cutover.

• Deep expertise with Salesforce as the core system of record for GTM including declarative programmatic and integration approaches - and more importantly the architectural judgment to choose the right pattern based on scale maintainability risk and downstream data implications.
• Demonstrated experience owning architecture for a multi-tool GTM stack in a B2B or SaaS environment: designing integrations defining data flows and managing system dependencies at scale.
• Strong understanding of integration design patterns such as APIs middleware and event-driven flows and their implications for reliability reporting user experience and operational support.
• Experience with marketing automation and sales engagement platforms with HubSpot strongly preferred and with GTM data enrichment/orchestration tooling; experience with Clay or similar signal-based automation platforms is a significant plus.
• Solid data literacy: comfortable defining data contracts validating data across systems and partnering with data and analytics teams on integrity and reporting.
• Strong judgment on permissions auditability release risk and data governance in complex business systems environments.

• A track record of operating as a staff-level or lead IC: setting technical direction reviewing others designs and raising quality across a team without formal management authority.
• Proven ability to own ambiguous high-stakes projects end-to-end from problem discovery through deployment and adoption with minimal oversight.
• Experience defining durable architecture artifacts and operating mechanisms not just delivering projects.
• Experience running or heavily contributing to vendor evaluations and platform migrations including technical diligence security considerations and implementation planning.

• Strong consultative mindset - you ask the right questions challenge assumptions make tradeoffs transparent and co-create solutions with stakeholders in ambiguous environments.
• Proven ability to build trust with GTM leaders and represent systems thinking in cross-functional forums translating between technical and business audiences fluently.
• Excellent verbal and written communication skills - clear documentation crisp design docs and skimmable stakeholder updates.

• Salesforce architect-track certifications such as Application Architect System Architect or Integration Architecture Designer.
• Experience with AI-driven GTM workflows including automated enrichment outbound orchestration or conversation intelligence writing back to CRM.
• Experience with deployment and DevOps tooling for Salesforce such as Copado and release management best practices.
• Familiarity with the broader RevOps stack including call intelligence sales engagement customer success platforms billing and BI tools.

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 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 simplify financial services

Were financial services pioneers always finding new ways to improve optimize and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

• We offer a competitive suite of benefits including medical dental and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
• Ownership: Equity for all employees including new hire and refresher grants.
• Time: Flexible paid time off paid parental leave and a fully paid four-week sabbatical in your sixth year.
• Growth: Company-paid professional coaching for all employees.
• Wealth: Day-one 401(k) match plus matching on qualified student loan payments.

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 3-4 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 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 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 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!

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.