401(k) Client Success Manager

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing 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: making people’s lives better. We’re headquartered in NYC, and offer hybrid NY-based (three days/ week in-office) and select, non-NY-based remote positions.

About the role

Betterment at Work is an award winning 401(k) solution that works as hard for your money as you work to earn it. We are currently looking for a Client Success Manager to service and drive success for our advisor clients and plan sponsors. In this role you will work directly with these clients to help bring them a seamless experience operating and growing their 401(k) and supporting their employees. You are experienced in bringing top quality service to small to mid-sized clients in a B2B organization and are enthusiastic about a client driven experience.

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: $95,000 - $105,000

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

• Delight and retain a scaled book of business for our key advisor clients and plan sponsors
• Serve as day-to-day contact for plan inquiries and issues ensuring to resolve things in a timely manner
• Align with clients on the retirement and financial outcomes they are trying to achieve for their employees and assist in outlining a roadmap for success
• Deliver retirement plan expertise, education, and guidance to clients and their employees
• Drive participation within your client’s plan focusing on: educational sessions, key collateral to influence rollovers, and thoughtful 401(k) plan design
• Anticipate client risks and strategize ways to mitigate churn
• Uncover opportunities to expand the client’s usage of Betterment’s suite of offerings 
• Contribute to a cross functional workplace by working alongside Product, Marketing, Engineering, Compliance and Sales teams to help focus other departments on VOC (voice of customer)
• Perform regular strategy sessions with clients to stay on top of their goals and objectives

What we’re looking for

• 4+ years of experience in a Client Success or Account Management role managing a book of business of SMB or Mid-market accounts aligned to helping clients achieve 401(k) plan goals and objectives
• Proven ability to retain clients through risk mitigation, goal alignment, and helping Plan Sponsors maximize their products and offerings 
• Proven ability to grow client relationships and maximize revenue 
• Effective client stakeholder management ranging from HR Operations all the way up to resonating with VP and C-Suite level 
• Excellent communication skills including the ability to present to broad audiences on complex topics like retirement and other financial subjects
• Enthusiasm for a client driven organization and environment
• Experience in retirement services and 401(k) administration is required

What being at Betterment means for you

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

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 invest in you with:

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infert