Business Systems Architect, GTM Systems

Betterment; New York (NY); Hybrid; USD 155,000 - 175,000; Full time

Benefits offered by this job

Equity for all employees

Flexible paid time off

Four-week sabbatical after six years

Company-paid professional coaching

Day-one 401(k) match

Job summary

Betterment in New York City is seeking a senior staff engineer to own the GTM systems architecture centered on Salesforce and a growing set of integrations. You will influence technical direction, design scalable cross-tool solutions, and partner with Sales, Marketing, and Product to translate business needs into robust system designs.

The role requires deep expertise in Salesforce as a core system of record, experience guiding multi-tool GTM stacks in B2B/SaaS, and strong communication.

Qualifications

• Deep expertise with Salesforce as core system of record, declarative and programmatic approaches.
• Experience owning architecture for multi-tool GTM stack in a B2B or SaaS environment, designing integrations and data flows.
• Strong understanding of integration design patterns: APIs, middleware, event-driven flows.

Responsibilities

• Own the GTM systems architecture, define target architecture and drive the stack toward it.
• Define and maintain system-of-record boundaries, data domains and integration patterns.
• Design scalable cross-system solutions from problem framing through deployment.
• Audit stack health: integration reliability, data integrity, security posture, auditability, platform limits and remediation.
• Review and guide designs across Business Systems & Tools, provide guardrails, improve scalability and maintainability.
• Establish and evangelize standards for integration patterns, data design, release governance and documentation.
• Mentor engineers on architecture and technical decision-making.
• Partner with Sales, BAS, B@W stakeholders to translate workflows into system designs.
• Serve as resident thought leader on GTM systems and track market trends.
• Collaborate with Data and Product/Engineering on system integration and data contracts.

Skills

Salesforce architecture

GTM systems design

Integration patterns

Data governance

Communication

Tools

HubSpot

Marketing automation

Sales engagement platforms

Job description

About Betterment

Betterment is a leading technology-driven financial services company that offers investing, savings and retirement solutions to retail investors and advisors, plus financial wellness solutions including a 401(k) for small and medium businesses. Our team is headquartered in NYC and offers hybrid positions.

About The Role

We’re looking for a senior individual contributor to own the architecture and ongoing health of Betterment’s GTM systems ecosystem, with Salesforce at the center and a growing set of surrounding integrations. This staff‑level technical leadership role goes well beyond system administration or ticket fulfillment and focuses on problem solving, setting technical direction, and raising the bar for GTM systems.

Key Responsibilities

• Own the GTM systems architecture, define target architecture, maintain canonical architecture, and drive the stack toward it.
• Define and maintain system‑of‑record boundaries, key data domains, integration patterns, and architecture decision records.
• Design and build scalable solutions for cross‑system initiatives, owning them from problem framing through deployment.
• Audit the health of the stack: integration reliability, data integrity, technical debt, security posture, permissions, auditability, platform limits, and drive remediation.
• Review and guide solution designs across the Business Systems & Tools team, provide guardrails, and improve scalability and maintainability.
• Establish and evangelize standards for integration patterns, data design, deployment practices, release governance, and documentation.
• Mentor engineers on architecture and technical decision-making.
• Partner with Sales, BAS, B@W stakeholders to deeply understand workflows, frame problems, evaluate tradeoffs, and translate needs into system designs.
• Serve as resident thought leader on GTM systems, track market trends, proactively bring new approaches, and pressure‑test vendor claims.
• Collaborate with Data and Product/Engineering teams on system integration, data contracts, and data integrity.
• Lead high‑priority or high‑risk initiatives that span multiple tools, teams, or business processes.
• Lead technical diligence and implementation architecture for new tools and major platform changes.

Salary

New York City: $155,000 – $175,000. Variable compensation may be eligible.

Qualifications

• Deep expertise with Salesforce as core system of record, declarative, programmatic, and integration approaches, with architectural judgment.
• Experience owning architecture for a multi‑tool GTM stack in a B2B or SaaS environment, designing integrations, defining data flows, and managing dependencies.
• Strong understanding of integration design patterns: APIs, middleware, event‑driven flows, and their implications.
• Experience with HubSpot, marketing automation, and sales engagement platforms; experience with Clay or similar signal‑based automation platforms is a plus.
• Strong data literacy: define data contracts, validate data across systems, and partner with data and analytics teams.
• Strong judgment on permissions, auditability, release risk, and data governance.
• A track record of staff‑level or lead IC technical leadership, setting direction, reviewing designs, and raising quality without formal management authority.
• Proven ability to own ambiguous, high‑stakes projects from discovery to deployment and adoption.
• Experience defining durable architecture artifacts and operating mechanisms.
• Experience running or contributing to vendor evaluations, platform migrations, technical diligence, security considerations, and implementation planning.
• Strong consultative mindset, clear communication, and ability to translate between technical and business audiences.
• Excellent verbal and written communication skills.

Nice to Have

• Salesforce architect‑track certifications.
• Experience with AI‑driven GTM workflows, automated enrichment, outbound orchestration, 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 RevOps stack, including call intelligence, sales engagement, customer success platforms, billing, and BI tools.

Benefits

• Competitive medical, dental, and vision coverage; life and AD&D insurance; short‑ and long‑term disability; infertility support; transgender health benefits; Employee Assistance Program.
• Equity for all employees.
• Flexible paid time off, paid parental leave, and a fully paid four‑week sabbatical after the sixth year.
• Company‑paid professional coaching.
• Day‑one 401(k) match plus matching on qualified student loan payments.

Core Values

We change lives, set audacious goals, value all perspectives, simplify financial services, and commit to total well‑being through comprehensive benefits, equity, and career support.

We’re 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 or applicants on the basis of race, color, religion, creed, national origin, ancestry, ethnicity, sex, gender, sexual orientation, marital status, age, disability, citizenship, or any other protected characteristic.