Sr. Manager, RevOps - Reporting & Forecasting

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 positions (three days/ week in-office).

 

About the role

Betterment is looking to bring on an experienced Senior Manager, Revenue Operations - Reporting & Forecasting to support our Betterment at Work and Betterment Advisor Solutions go-to-market teams. 

As the Senior Manager, Revenue Operations - Reporting & Forecasting you will report to the Head of Revenue Operations and be responsible for supporting the entire GTM organization across reporting and strategic planning. This role will focus on designing, implementing, and managing scalable reporting frameworks, forecasting models, and performance analysis to support revenue growth. You will work cross-functionally with Sales, Finance, Marketing, and Customer Success teams to ensure accurate and insightful reporting that drives operational excellence.

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: $135,000 - $160,000

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

• Lead, mentor, and develop direct reports, ensuring professional growth and high performance.
• Establish best practices and standardized processes for revenue reporting and forecasting across the organization.
• Conduct in-depth analysis of historical and current Marketing, Sales and Post-Sales data to identify patterns and opportunities for optimization.
• Lead team in the development of sales and marketing forecasts and projections based on market dynamics, business performance, and external factors.
• Develop, maintain and update dashboards and reports in Salesforce and Metabase.
• Collaborate with other members of the Revenue Operations team to identify gaps and bottlenecks in the sales process and propose process improvements for increased efficiency 
• Use data-driven insights to optimize sales enablement strategies and programs
• Cultivate strong cross-functional relationships with leaders organization-wide

 

What we’re looking for

• 7+ years of experience in revenue operations, sales operations, strategy or a similar analytical role, preferably in a technology or SaaS company
• 3+ years of prior people management experience
• Advanced proficiency in data analysis tools such as Excel, SQL, or similar 
• Advanced proficiency in business intelligence and reporting tools like Metabase, Tableau or Looker
• Advanced 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

 

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