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BettermentBetterment

Sr. Manager, Commercial Operations & Deal Desk

Senior Manager owning end-to-end commercial operations, Deal Desk, and promotions for Betterment's Revenue Operations. Designs scalable workflows across Sales, Marketing, and CX; structures non-standard deals; partners with Finance and Legal. Requires 7+ years in sales/commercial ops, ideally in fintech/SaaS, with strong analytical and process skills.

About the job

A Day in the Life

  • Own the operational process and design for our commercial workflows end to end across Sales, Marketing, and Customer Experience - from lead handoff, through approvals and contracting, to onboarding and renewal
  • Manage deal desk decisions - from structuring deals / pricing, to reviewing and approving Statements of Work, to conducting monthly audits to ensure complete consistency between opportunity records
  • Own promotion development and operationalize pricing end to end - designing the offer, aligning stakeholders, and driving execution across Sales, Finance, and Legal
  • Partner closely with Betterment's Revenue Operations Enablement function on rollout of new deal structures, promotions, and process changes to the stakeholders you support

What We’re Looking For

  • 7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment
  • Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights
  • Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting
  • Hands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building workflows that scale with growth
  • Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders
  • Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset
  • Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences
  • Comfortable operating with real decision-making autonomy. Prior people management experience is a plus; this role is an individual contributor to start, with the path to people management
  • A bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny
  • Strong working knowledge of Salesforce and other go-to-market systems / tooling

Compensation & Benefits

Base Salary (New York City): $135,000 - $160,000

This job may also be eligible for variable compensation in the form of a company incentive bonus.

Benefits:

  • 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 your sixth year
  • Company-paid professional coaching for all employees
  • Day-one 401(k) match plus matching on qualified student loan payments

Skills

Salesforce, Deal Desk, Sales Operations, Commercial Operations, Pricing Analysis, Margin Analysis, Process Design, Stakeholder Management, Go-To-Market Systems

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