BD Operations & CRM Impact Specialist

Betterment; New York (NY); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Professional coaching

Hybrid work arrangement

Sabbatical after 6 years

Job summary

United States Digital Space LLC in New York City is seeking a Business Development Operations Associate to support cross-functional BD initiatives, manage the BD calendar, CRM operations in Salesforce, and produce executive reporting. You will build AI-assisted automations, maintain partner content, and help drive pipeline with data-driven dashboards while collaborating with Marketing.

The role is NYC-based with a hybrid schedule; 2–3 years' experience, strong Excel and communication skills

Qualifications

• 2–3 years of professional experience in an operations, coordination, analyst, or client-facing support role.
• Hands-on CRM experience, Salesforce strongly preferred.
• Strong written and verbal communication skills.
• Advanced Excel/Google Sheets proficiency.
• Demonstrated organizational rigor including calendar management, deadline tracking, or project coordination experience.
• Exposure to financial services, retirement plans, or benefits/insurance industries.
• Experience with contract or deal-tracking workflow tools (Zip or similar).
• Experience drafting marketing or partner-facing content.

Responsibilities

• Serve as the operational hub for the business development team including managing the BD calendar, tracking team activity and priorities, and keeping leadership organized and informed.
• Support the Sr. Director by attending meetings, capturing detailed notes, and maintaining a centralized master record of decisions and follow-ups.
• Own Salesforce accuracy and day-to-day CRM operations, and keep core team content organized so key assets are instantly accessible.
• Build and maintain AI-assisted automations that connect Salesforce to reporting workflows.
• Deliver the weekly dashboard brief and build the executive reporting deck.
• Track and evaluate team performance against pipeline targets, and help design the reporting and incentives.
• Run the Zip workflow for net-new partnership agreements, moving them through review and keeping stakeholders tagged and current.
• Conduct targeted market and company research to support active business development efforts.
• Prepare partner Quarterly Business Reviews: automate data collection and contextualize findings.
• Partner with Marketing to draft partner-facing and campaign materials including newsletters and event collateral.

Skills

Salesforce

CRM

Excel/Sheets

Communication

Project coordination

Tools

Zip

Job description

United States Digital Space LLC in New York City is seeking a Business Development Operations Associate to support cross-functional BD initiatives, manage the BD calendar, CRM operations in Salesforce, and produce executive reporting. You will build AI-assisted automations, maintain partner content, and help drive pipeline with data-driven dashboards while collaborating with Marketing.

The role is NYC-based with a hybrid schedule; 2–3 years' experience, strong Excel and communication skills