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