Sr. Manager, Channel Partnerships

Betterment; New York (NY); Hybrid; USD 170,000 - 180,000; Full time

Benefits offered by this job

Equity for employees

Flexible PTO & sabbatical

Day-one 401(k) match

Job summary

Betterment, a technology-driven financial services company, is seeking a Senior Manager, Channel Partnerships in NYC to lead our Betterment at Work partnerships go-to-market motion. You will own the channel lifecycle from prospecting and contracting through onboarding, enablement, and growth, collaborating with sales, marketing, RevOps, and legal.

We offer a base salary range for NYC, with potential bonus and commission.

Qualifications

• 5–7+ years of experience in partnerships, channel sales, business development, or strategic alliances, ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services.
• Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue.
• Strong commercial operator who can own the partnership lifecycle end to end, from prospecting and contracting through onboarding, enablement, and growth.
• Confident relationship builder with executive presence and the ability to work effectively across partner organizations and internal cross-functional teams.
• Data-driven and organized, with strong judgment, prioritization skills, and fluency in pipeline management, forecasting, and Salesforce discipline.

Responsibilities

• Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work.
• Build joint go-to-market plans with each partner, team mapping, referral paths, rep incentives, and success metrics.
• Lead partner activation after signature by coordinating onboarding, training, launch materials, and internal handoffs.
• Work directly with partner leaders and frontline reps to drive introductions, co-selling activity, and qualified pipeline.
• Manage partner pipeline, forecasts, and activity in Salesforce, and report progress, risks, and results to leadership.
• Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance.

Skills

Partnerships

Channel sales

Business development

B2B SaaS

Fintech

Sales forecasting

Salesforce

Tools

Salesforce

CRM

Job description

About Betterment

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. We’re 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).

About the Role:

The Senior Manager, Channel Partnerships role will be vital in executing our partnerships go-to-market motion focused on co-selling and referral partners for our Betterment at Work business line. This role will own a partnership’s channel and be responsible for acquisition, contracting, onboarding, and enablement. The role will collaborate deeply with sales leadership, marketing, RevOps, legal and finance.

This role is based in NYC. Below, we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to experience and performance. The range listed is just one component of Betterment’s total compensation package for employees.

• New York City: $170,000 - $180,000 + Bonus

This job may also be eligible for variable compensation in the form of commission.

A Day in the Life:

• Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work.
• Build joint go-to-market plans with each partner, team mapping, referral paths, rep incentives, and success metrics.
• Lead partner activation after signature by coordinating onboarding, training, launch materials, and internal handoffs.
• Work directly with partner leaders and frontline reps to drive introductions, co-selling activity, and qualified pipeline.
• Manage partner pipeline, forecasts, and activity in Salesforce, and report progress, risks, and results to leadership.
• Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance.
• Identify what is and is not working across the channel, and adjust messaging, enablement, and partner focus accordingly.
• Bring voice-of-partner and market feedback into the business to inform roadmap, positioning, and channel strategy.

What We’re Looking For:

• 5–7+ years of experience in partnerships, channel sales, business development, or strategic alliances, ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services.
• Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue.
• Strong commercial operator who can own the partnership lifecycle end to end, from prospecting and contracting through onboarding, enablement, and growth.
• Confident relationship builder with executive presence and the ability to work effectively across partner organizations and internal cross-functional teams.
• Data-driven and organized, with strong judgment, prioritization skills, and fluency in pipeline management, forecasting, and Salesforce discipline.

Benefits:

• 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.

Equal Opportunity Employer Statement:

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, 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.

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.