About the role
Betterment is looking to bring on an experienced Revenue Operations Manager to support our Betterment at Work and Betterment Advisor Solutions go-to-market strategy, reporting and insights for our Revenue Org teams, including Marketing, Sales and Post-Sales.
As the Revenue Operations Manager, you will report to the Sr. Revenue Operations Manager and be responsible for supporting the entire Revenue Operations organization across reporting and strategic planning. The person in this role will play a crucial role by generating reports and insights that will inform our strategy. They will lean on the established team and Sr. Revenue Operations Manager to execute on the revenue reporting cadence and strategy.
We are looking for someone who will be able to learn and grow quickly by understanding our current setup-a foundation of tools, forecasting, reporting, insights- and help support them to unlock business needs. In this role you are expected to execute the revenue reporting cadence independently, develop insights related to pricing and forecasting and support ad-hoc reporting requests. The ideal candidate will effectively communicate with members of the Revenue Operations team, deliver projects and tasks in an efficient manner and consistently improve the revenue strategy function.
This role is based out of our NYC office. 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 location, experience, and performance. The range listed is just one component of Betterment's total compensation package for employees.
* New York City: $115,000 - $140,000
We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.
A day in the life
* Conduct in-depth analysis of historical and current Marketing, Sales and Post-Sales data to identify patterns and opportunities for optimization
* Independently execute and advance the revenue reporting cadence by providing key insights and actionable recommendations to support our growth strategies
* Assist in the development of sales and marketing forecasts and projections based on market dynamics, business performance, and external factors
* Manage, maintain and update dashboards and reports
* Collaborate with the internal Revenue Operations team to identify gaps and bottlenecks in the sales. process, and propose process improvements for increased efficiency and conversion rates.
* Use data-driven insights to optimize sales enablement strategies and program
What we're looking for
* 4+ years of experience in revenue operations, sales operations, strategy or a similar analytical role, preferably in a technology or SaaS company
* Advanced proficiency in data analysis tools such as Excel, SQL, or similar
* Proficiency in business intelligence and reporting tools like metabase, tableau or looker is a plus.
* Proficiency working with Salesforce
* Strong analytical and problem-solving skills with a strong eye for detail
* Excellent communication and interpersonal skills, capable of collaborating with multiple teams
* Quick learning skills with the ability to handle multiple tasks and prioritize effectively