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BettermentBetterment

Business Systems Architect, GTM Systems

Staff-level architect owning the target architecture, integrations, and health of Betterment's GTM systems ecosystem centered on Salesforce. Defines technical direction, leads complex cross-system initiatives, mentors the team, and partners with Sales, BAS, B@W, Data, and Engineering stakeholders. Requires deep Salesforce and multi-tool GTM architecture expertise.

About the job

Own the GTM systems architecture

  • Define and maintain the target architecture for our GTM systems ecosystem (Salesforce, HubSpot, Clay, enrichment, engagement, telephony, billing, analytics).
  • Define canonical GTM systems architecture including system-of-record boundaries, key data domains, integration patterns, and architecture decision records.
  • Design and build scalable, maintainable solutions for the most complex, cross-system initiatives.
  • Continuously audit stack health: integration reliability, data integrity, technical debt, security posture, permissions, auditability, platform limits; drive remediation.

Set technical direction and raise the bar

  • Review and guide solution designs across the Business Systems & Tools team.
  • Establish and evangelize standards for integration patterns, data design, deployment practices, release governance, and documentation.
  • Mentor engineers on architecture and technical decision-making through influence and expertise.

Act as the primary technical counterpart to GTM teams

  • Partner with Sales, BAS, and B@W stakeholders to understand workflows, frame problems, evaluate tradeoffs, and translate needs into system designs.
  • Serve as resident thought leader on GTM systems; track market trends especially in AI-driven GTM tooling and data enrichment; proactively bring new approaches and pressure-test vendor claims.
  • Collaborate with Data and Product/Engineering teams on systems integration, data contracts, and data integrity.

Lead the hardest cross-system work

  • Step into highest-priority or highest-risk initiatives requiring deep architectural ownership, especially spanning multiple tools, teams, or processes.
  • Lead technical diligence and implementation architecture for new tools and major platform changes: define requirements, assess fit, coordinate security and integration design, guide through UAT and cutover.

Architecture & Systems Depth

  • Deep expertise with Salesforce as core system of record for GTM (declarative, programmatic, integration approaches) and architectural judgment to choose right patterns based on scale, maintainability, risk, downstream data implications.
  • Demonstrated experience owning architecture for a multi-tool GTM stack in B2B or SaaS: designing integrations, defining data flows, managing system dependencies at scale.
  • Strong understanding of integration design patterns (APIs, middleware, event-driven flows) and implications for reliability, reporting, UX, operational support.
  • Experience with marketing automation and sales engagement platforms (HubSpot strongly preferred), GTM data enrichment/orchestration tooling; Clay or similar signal-based automation a significant plus.
  • Solid data literacy: defining data contracts, validating data across systems, partnering with data and analytics teams.
  • Strong judgment on permissions, auditability, release risk, and data governance.

Technical Leadership

  • Track record operating as staff-level or lead IC: setting technical direction, reviewing designs, raising quality without formal management authority.
  • Proven ability to own ambiguous, high-stakes projects end-to-end with minimal oversight.
  • Experience defining durable architecture artifacts and operating mechanisms.
  • Experience running or contributing to vendor evaluations and platform migrations, including technical diligence, security, and implementation planning.

Consultative Partnership

  • Strong consultative mindset: ask right questions, challenge assumptions, make tradeoffs transparent, co-create solutions in ambiguous environments.
  • Proven ability to build trust with GTM leaders, represent systems thinking in cross-functional forums, translate between technical and business audiences.
  • Excellent verbal and written communication skills, clear documentation, crisp design docs, skimmable updates.

Nice to Have

  • Salesforce architect-track certifications (Application Architect, System Architect, Integration Architecture Designer).
  • Experience with AI-driven GTM workflows (automated enrichment, outbound orchestration, conversation intelligence writing back to CRM).

Skills

Salesforce, HubSpot, Clay, Integration Architecture, API Design, Event-Driven Architecture, Data Governance, Middleware, Marketing Automation, Sales Engagement, Gtm Data Enrichment, Ai-Driven Gtm Workflows, Vendor Evaluation, Architecture Decision Records

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