Account Executive, Partnerships (Northern California Region)

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

We are seeking an ambitious Partner Account Executive to join our team. In this role, you will be responsible for leading the Partner sales process from contacting leads to closing deals that result in Bookings. You are a tech-savvy seller who is passionate about working with decision-makers to add a retirement offering to their employee benefits or transition plans from their existing provider. 

This role is remote eligible; we are looking to hire in the Northern California Region. Below we've reflected the base salary range we would offer for this position. The actual compensation offered will be based on candidate experience and performance. The range listed is just one component of Betterment’s total compensation package for employees.

• $85,000 - $97,500 + Commission

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter/parking, FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus.

A day in the life

• Build strong relationships with existing and new strategic partnership sales resources to drive meaningful sales outcomes (leads and opportunities created)
• Focus on meeting and exceeding sales goals and objectives
• Manage a lead funnel, assisting prospects with email, chat, and phone correspondence
• Conduct discovery and online demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
• Develop relationships with all levels of the Partner organizations to maximize sales opportunities
• Ensure effective and consistent use of Salesforce 
• Provide “voice of the client, partner and industry” to marketing and product management to drive roadmaps
• Regional travel expectations of 20-40% of your time
• The territory covers the following locations: San Francisco, Sacramento, San Jose

What we’re looking for

• 5+ years of sales experience working in B2B tech/SaaS sales and co-selling with Partner field sales resources, managing a lead funnel
• Experience in payroll/HCM sales is highly desirable
• Curiosity and interest in financial products and retirement planning 
• Demonstrated track record of high-performance 
• Ability to grasp and communicate complex financial concepts
• High energy and willingness to learn
• Self-motivated and adaptable to change
• Strong communication skills - you will collaborate with our sales team to drive process improvements
• Experience with sales technology stack like Outreach and Salesforce

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 infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave. 
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the business
• Dedicated professional development opportunities
• Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️
• Lunch from our in-house chef three days a week at our NYC headquarters

What happens next