# Salesforce & Business Systems Engineer

**Company:** [Betterment](https://hotfix.jobs/companies/betterment)
**Location:** New York, NY
**Role:** Revenue Operations
**Salary:** $125k – $145k/yr
**Skills:** Salesforce, Salesforce Flow, Lightning App Builder, Salesforce Administration, HubSpot, Apex, Visualforce, Lightning Components, Data Analysis, System Integration
**Posted:** 2026-05-27

> Consultative Salesforce & Business Systems Engineer supporting GTM teams with system design, integrations, reporting, and process automation in a B2B SaaS environment.

## Job Description

## Responsibilities
- Act as a consultative partner to key B2B stakeholders by helping frame problems, identifying patterns, risks, and opportunities across systems, data workflows, and recommending pragmatic scalable solutions
- Oversee integrations across core systems, proactively auditing and refining them to support accurate, up-to-date workflows and functionality
- Partner with stakeholders to deeply understand business problems, define success criteria, and translate needs into scalable system designs and implementations
- Enable effective system adoption by creating and maintaining clear documentation, best practices, and enablement material; support onboarding for new hires on Salesforce and other relevant internal tools
- Serve as a system administrator and provide day-to-day support for Salesforce and related business systems, such as user access, account maintenance, reports, workflows, and permissions
- Continuously develop skills and domain knowledge through self-directed learning, training, and industry resources, applying new insights to improve systems and ways of working

## Requirements
- Strong proficiency in Salesforce administration: managing user profiles, roles, permissions, and security settings; customizing and configuring Salesforce objects, fields, layouts, workflows, and reports; utilizing Salesforce declarative development tools such as Flow and Lightning App Builder
- Experience owning business systems in B2B/SaaS organizations, with a focus on supporting GTM teams and processes
- Strong consultative mindset with demonstrated ability to influence stakeholders, ask the right questions, and co-create solutions in ambiguous environments
- Proven cross-functional partnership with business stakeholders such as sales, client success, and servicing teams; able to gather business requirements, analyze processes, and identify opportunities for system enhancement and automation
- Experience with integrating Salesforce to other business applications, with an understanding of integration design, data flow, and system dependencies
- Solid data literacy, including the ability to interpret and validate data across systems to support reporting and analysis
- Hands-on experience building and/or supporting reports and dashboards (e.g., Salesforce reports/dashboards or downstream BI tools)
- Proven ability to independently own projects
- Excellent verbal and written communication skills

## Nice-to-Haves
- Familiarity with marketing automation tools, preferably HubSpot
- Familiarity with Apex programming language, Visualforce, and Lightning Components
- Salesforce certifications are highly desired

## Compensation & Benefits
- New York City base salary range: $125,000-$145,000
- Eligible for variable compensation in the form of a company incentive bonus
- Medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; Employee Assistance Program (EAP); transit benefits and FSA and HSA options
- Equity for all employees, including new hire and refresher grants
- Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in sixth year
- Company-paid professional coaching for all employees
- Day-one 401(k) match plus matching on qualified student loan payments

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