Revenue Operations Manager - Revenue Planning & Insights

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).

We're hiring an analyst and builder for our Revenue Operations team to be a force multiplier for our go-to-market organization. Sometimes that means tackling a question with no playbook yet. Sometimes it means running an established process and improving it as you go.

You'll take on ambiguous, high impact questions and turn them into clearly defined problems, design the right solution, and drive it through build, adoption, and continuous improvement.

The role has three modes. First, you'll drive the analytical core: forecasting, executive reporting, revenue planning, QBR-grade analyses over large datasets, quota and target analytics, and the models that support forecasting and planning. You'll present your own work directly to leadership and translate complex business questions into actionable insights.

Second, you'll build net-new systems: internal tools, data models, and reporting infrastructure that teammates then run and scale. That includes planning models, dashboards, and operational workflows that make the business more efficient over time.

Third, you'll make Revenue Operations more leveraged with AI, whether that's building AI-assisted tooling, designing account scoring and research logic in our go-to-market stack, or automating work that shouldn't be manual. You’ll constantly look for more opportunities to increase leverage across the organization.

The ideal candidate combines strong analytical horsepower with a systems mindset and genuine comfort with ambiguity. You ask why until you understand the business objective behind a request, you design solutions that scale beyond the first use case, and you already use AI to build and move faster than your job title suggests. You’re naturally curious about how AI can improve the way work gets done, but you know technology is only valuable when it solves a real business problem. And you finish: to you, work is done when it's adopted, documented, and running without you, not when the analysis is shipped.

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: $120,000 - $145,000

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

• Build and continuously improve our reporting engine end to end, from the data models and infrastructure underneath to the reporting and forecasting rhythms that help leadership understand business performance, risks, and opportunities. When an issue traces back to upstream CRM design, process, or data quality, partner with the right teams to fix it at the source.

• Own QBR processes, including analyses using large, complex datasets and present your findings and recommendations directly to go-to-market leadership.

• Contribute to revenue planning, quota and target setting: including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update