Betterment jobs

Betterment seeks a Senior Manager, Licensed Customer Experience to lead a team of ~10 licensed Investment Adviser Representatives (IARs) in NYC (hybrid, 4 days/week in-office). The role manages customer service operations, team performance metrics (SLAs, quality, satisfaction), QA programs, regulatory compliance, and development for high-net-worth ($100k+) customers. Base salary is $145,000–$165,000 NYC range plus potential bonus; the role sits within the Human Advice organization and partners with CX, Operations, Product, and CFP teams.

Betterment, a NYC-based fintech company offering investing and retirement solutions, is hiring a Salesforce & Business Systems Engineer to serve as a strategic partner to their GTM organization (Sales, Marketing, Customer Experience). You'll own system architecture and integrations across Salesforce and related business tools, translating stakeholder business problems into scalable solutions while handling day-to-day administration, reporting, and enablement. Required experience includes strong Salesforce administration skills (profiles, roles, permissions, workflows, Flow, Lightning App Builder), B2B/SaaS systems ownership supporting GTM teams, cross-functional stakeholder management, Salesforce-to-third-party integrations, data literacy, and report/dashboard building; familiarity with HubSpot, Apex, and Visualforce is desired, as are Salesforce certifications. The role is based in NYC with hybrid flexibility (four days/week in-office, no required office days during summer/winter holidays) and offers $125,000–$145,000 base salary plus variable bonus, equity for all employees, and strong benefits including paid sabbaticals and coaching. This is a consultative, problem-solving role that requires independent project ownership and thrives on ambiguity—not a traditional admin position.