Senior PM, Business Systems & Sales Tech

Betterment; New York (NY); Hybrid; USD 125,000 - 145,000; Full time

Benefits offered by this job

401(k) match

Flexible PTO

Sabbatical after 6 years

Job summary

Betterment's Business Systems & Tooling (BS&T) team builds and operates internal systems powering Betterment's B2B businesses, including Salesforce integrations and tooling across sales, service, and advisor workflows. The role bridges business and technical teams, translating stakeholder needs into well-scoped tasks and clear roadmaps.

The position is NYC-based with a hybrid work model; base salary range is listed with potential incentive bonus.

Qualifications

• 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 to scope work credibly.
• Experience at a complex, multi-product go-to-market with CRM and salestech integrations.
• Demonstrated ability to turn ambiguous stakeholder requests into scoped, prioritized work.

Responsibilities

• Embed with stakeholder teams across lines of business and translate needs into scoped tasks.
• Own and communicate the BS&T roadmap and backlog.
• Collaborate with engineering leads and architects on prioritization and planning.
• Stay current on salestech landscape and help with vendor evaluation and renewal processes.

Skills

Product management

Technical program management

Business systems analysis

Stakeholder management

Salesforce

GTM systems

Prioritization

Documentation

Job description

Betterment's Business Systems & Tooling (BS&T) team builds and operates internal systems powering Betterment's B2B businesses, including Salesforce integrations and tooling across sales, service, and advisor workflows. The role bridges business and technical teams, translating stakeholder needs into well-scoped tasks and clear roadmaps.

The position is NYC-based with a hybrid work model; base salary range is listed with potential incentive bonus.