Sr. Program Manager, Business Systems & Tooling

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).

The Business Systems & Tooling (BS&T) team builds and operates the internal systems that power Betterments B2B businesses from Salesforce and its surrounding integrations to the tooling that connects our sales service and advisor workflows to the Betterment platform itself. Because Betterment sells across multiple lines of business our sales tech stack has to reflect that complexity: its not one product and one funnel but a set of interconnected systems serving distinct teams with distinct needs.

This role owns the interface between BS&T and its stakeholders. Youll embed deeply within stakeholder teams attending their meetings learning their day-to-day workflows and understanding their upcoming priorities so that BS&T can proactively identify opportunities rather than waiting for problems to arrive as tickets. Youll then bring that context back to the team partnering with our engineering leads and architects to translate stakeholder needs into well-scoped tasks and clear communicated roadmaps.

This role is ideal for someone who is energized by sitting between business teams and technical teams: fluent enough in each world to be trusted by both and disciplined enough to turn ambiguity into a plan.

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: $125000 $145000

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

Stakeholder Immersion & Discovery

• Embed with stakeholder teams across our lines of business attending their regular meetings and building a working knowledge of their processes tools and pain points.
• Proactively surface opportunities for tooling improvements automation and best practices bringing ideas to stakeholders rather than waiting to be handed a problem.
• Maintain a continuously updated view of each stakeholder groups upcoming priorities and how they map to BS&Ts capacity and roadmap.
• Act as the first point of contact for new stakeholder requests gathering context and framing the underlying need before work is committed.

Scoping Roadmapping & Prioritization

• Partner with BS&Ts engineering lead and architects to translate stakeholder needs into scoped documented tasks with clear success criteria.
• Own and communicate the BS&T roadmap making prioritization decisions legible to stakeholders and aligning our planning rhythm with the rest of the company.
• Balance urgent stakeholder priorities against high-value quality-of-life improvements ensuring compounding wins dont get perpetually deferred.
• Run intake backlog grooming and status communication processes so the teams work and the reasoning behind it is visible.

Vendor & Salestech Landscape

• Stay current on the salestech landscape evaluating emerging tools and practices for fit with Betterments stack.
• Support vendor assessments procurement and renewal processes across our salestech vendors partnering with Finance Legal and Security as needed.
• Help stakeholders evaluate build-vs-buy tradeoffs with a clear-eyed view of total cost integration complexity and maintenance burden.

Skills & Experience

• 5 years of experience in product management technical program management business systems analysis or a similar role sitting between business stakeholders and technical teams.
• Working knowledge of Salesforce and the surrounding GTM systems ecosystem (e.g. CPQ workflows enrichment engagement and integration tooling) enough to scope work credibly and ask the right questions even if you dont build in it yourself.
• Experience at a company with a complex multi-product go-to-market where internal systems must integrate the CRM adjacent salestech tools and the product being sold itself.
• Demonstrated ability to turn ambiguous stakeholder requests into scoped prioritized well-documented work.
• Experience supporting vendor evaluation procurement or renewal processes is a strong plus.

Professional Competencies

• Builds trust quickly with both business stakeholders and engineers and communicates fluently with each in their own terms.
• Comfortable saying not yet able to make prioritization tradeoffs transparent and keep stakeholder confidence even when their request isnt next.
• Proactive by default: identifies opportunities and proposes solutions rather than operating purely on intake.
• Strong writer and documenter; believes that a decision isnt made until its written down and shared.
• Thrives in a small team where process is yours to design not inherited.

Nice to Have

• Experience in fintech financial services or another regulated industry.
• Familiarity with SQL or data analysis tools sufficient to self-serve answers about system and business data.
• Exposure to marketing automation or martech platforms (e.g. Braze HubSpot).

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.