Sr. Manager, Revenue Operations - Pricing & Deal Desk

Betterment; New York (NY); Hybrid; USD 135.000 - 160.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision coverage

Equity for employees

Day-one 401(k) match

Zusammenfassung

Betterment is seeking a Senior Manager, Commercial Operations & Deal Desk to drive the Revenue Operations engine, owning deal desk, promotions, and related processes. You'll partner with Sales, Finance, and Legal to ensure scalable, margin-conscious execution in a high-visibility IC role based in NYC.

Four days in-office in NY with hybrid policy; compensation includes base salary with potential incentive bonus and equity options.

Qualifikationen

• 7+ years in deal desk or related field in B2B SaaS/fintech.
• Strong analytical skills with pricing and margin analyses.
• Experience structuring non-standard deals and promotions.
• Experience designing scalable commercial processes end-to-end.
• Excellent cross-functional collaboration with Sales, Marketing, Legal, and Finance.
• Ability to operate in ambiguity with new processes.
• Excellent written and verbal communication; explain concepts clearly.
• Autonomy with potential path to people management; IC to start.
• Knowledge of go-to-market tools and workflows.

Aufgaben

• Own operational process and design for commercial workflows end-to-end across Sales, Marketing, and Customer Experience.
• Manage deal desk decisions from structuring deals to audits for consistency.
• Own promotion development and price execution end-to-end with stakeholders.
• Partner with Revenue Operations Enablement on rollouts of new deal structures and processes.

Kenntnisse

Deal desk

Sales operations

Commercial analytics

Cross-functional collaboration

Salesforce

Pricing & discounts

Process design

Autonomy

Executive communication

Tools

Salesforce

Jobbeschreibung

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

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.

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

• New York City: $135,000- $160,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

A Day in the Life:

• 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

What We’re Looking For:

• 7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment
• Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights
• Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting
• Hands-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 growth
• Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders
• Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset
• Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences
• Comfortable 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 management
• A 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 / tooling

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.

We set audacious goals

We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We simplify financial services

We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:

• 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.

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.

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.