Senior Manager of Revenue Operations (Deal Desk & GTM Process Improvement)

Betterment; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) match

Student loan matching

Medical coverage

Dental coverage

Vision coverage

Sabbatical program

Job summary

Betterment is seeking a Senior Manager, Commercial Operations & Deal Desk to act as the execution arm of our Revenue Operations team, reporting to the Senior Director, Head of Revenue Operations. You will own the operational process for commercial workflows end to end across Sales, Marketing, and Customer Experience.

You will design deal desk and promotions, partner with Sales, Finance, and Legal, and drive pricing, approvals, and audits.

Qualifications

• 7+ years of experience in deal desk, sales operations, commercial operations, or related function.
• Experience in a B2B SaaS, fintech, or financial services environment preferred.
• Strong analytical and cross-functional collaboration skills.

Responsibilities

• Own the operational process and design for commercial workflows end-to-end across Sales, Marketing, and Customer Experience.
• Manage deal desk decisions—from structuring deals/pricing to reviewing and approving statements of work.
• Own promotion development and operationalize pricing end-to-end across stakeholders.
• Partner with Revenue Operations Enablement on rollout of new deal structures and process changes.

Job description

• Betterment is looking for a Senior Manager, Commercial Operations & Deal Desk to serve as the execution arm of our Revenue Operations team, reporting to the Senior Director, Head of Revenue Operations
• As our commercial engine grows, you’ll own our Revenue Operations processes (spanning supporting our go-to-market and post-sales teams) and own Deal Desk and Promotions
• This role calls for someone who thinks like a process owner first: you are someone who notices friction and inefficiency before anyone flags it, and is motivated to design it out of the system rather than work around it
• You’ll map how work actually flows across those handoffs today and redesign it so it holds up as we scale, including partnering with our Business Systems & Tools team, who own the technical build
• Deal Desk and promotions carry real dollar and margin impact, so you’ll be trusted to partner with Sales, Finance, and Legal and make judgment calls without every decision being checked
• This is a high-visibility individual contributor role for an operator who wants real autonomy and wants a direct, dollar impact on Betterment’s growth
• Own the operational process and design for our commercial workflows end to end across Sales, Marketing, and Customer Experience - from lead handoff, through approvals and contracting, to onboarding and renewal
• Manage deal desk decisions - from structuring deals / pricing, to reviewing and approving Statements of Work, to conducting monthly audits to ensure complete consistency between opportunity records
• Own promotion development and operationalize pricing end to end - designing the offer, aligning stakeholders, and driving execution across Sales, Finance, and Legal
• Partner closely with Betterment’s Revenue Operations Enablement function on rollout of new deal structures, promotions, and process changes to the stakeholders you support

Benefits

• Compensation & Ownership: Competitive, benchmarked salary. Equity for everyone, including new hire, performance, and refresher grants.
• Retirement: 401(k) match from day one, including Student loan matching. Zero management fees.
• Health & Wellbeing: Comprehensive medical, dental, and vision coverage. One Medical membership. Fertility and LGBTQIA+ transition support.
• Time Away: Flexible time off. Paid parental leave for all parents. Four-week sabbatical in year six.
• In-Office Culture & Flexibility: An in-person, collaborative culture, with no required office days during the summer and winter holidays.
• Growth & Development: Free Coaching for everyone and continuous development.
• Community & Care: Chef lunches, guest speakers, company gatherings, heritage celebrations, and seven Employee Resource Groups.
• Employee Support: Dedicated benefits advocate and EAP access.

Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insightsComfortable operating with real decision-making autonomy. Prior people management experience is a plus; this role is an individual contributor to start, with the path to people managementA bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny. Strong working knowledge of Salesforce and other go-to-market systems / toolingDemonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discountingHands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building workflows that scale with growthExcellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholdersExcellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiencesAbility to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment