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Head of Partner Sales

Betterment

Betterment

Sales & Business Development
New York, NY, USA
Posted on Saturday, October 28, 2023

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 (three days/ week in-office) and select, non-NY-based remote positions.

About the role

The Head of Partner Sales will be vital in incubating, developing, and driving our partner field sales strategy. We expect this role will drive revenue by building relationships with partner field sales teams and co-selling with them on related opportunities they identify for Betterment. This individual will build and manage a team and be responsible for the team’s quota, leveraging their experience to help guide each individual to success. Based in New York City, this role will report directly to the VP, Revenue in Betterment at Work’s business segment.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. The actual compensation offered will be based on candidate experience and performance. The range listed is just one component of Betterment’s total compensation package for employees.

  • New York City: $160,000 - $172,500 + Commission

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter/parking, FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job is eligible for variable compensation in the form of a commission bonus. For jobs based out of our NYC HQ, we require in office attendance Tuesday through Thursday, weekly.

A day in the life

  • Grow, coach, manage and mentor a team of Partnership Account Executives
  • Develop and motivate a high performing team
  • Build a scalable outbound program in targeted verticals
  • Design and implement the Partner Co-Selling Playbook, including all software tools, messaging and outreach methodologies
  • Lead and evaluate performance metrics, deliver coaching and feedback promptly to keep individuals and team on track
  • Responsible for forecasting, pipeline management, and reporting of team’s revenue and overall performance
  • Ensure effective and consistent use of Salesforce
  • Provide “voice of the client and industry” to marketing and product management to drive roadmaps

What we’re looking for

  • 7+ years partnership sales experience working in B2B tech/SaaS sales and payroll/HCM or retirement services
  • 3+ years of experience and strong expertise in co-selling through partner field sales teams
  • 3+ years of demonstrated success with leading front line, quota-carrying team
  • Expertise in the latest prospecting tools and methodologies
  • Curiosity and interest in financial products and retirement planning
  • Demonstrated track record of high performance
  • High energy and willingness to learn
  • Self motivated and adaptable to change
  • Passionate about inspiring and mentoring your team
  • Ability to give and receive feedback - you will collaborate with our sales team to drive process improvements
  • Experience with sales technology stacks like Outreach and Salesforce
  • Strong communication skills
  • National travel expectations of 20-40% of your time

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 infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
  • Flexible paid time off (and encouragement to use it!)
  • Meaningful opportunity for community building through our 7 Employee Resource Groups
  • Empowerment to own and lead change and affect the business
  • Dedicated professional development opportunities
  • Complimentary financial advice from our team of CERTIFIED FINANCIAL PLANNERS™️
  • Lunch from our in-house chef three days a week at our NYC headquarters

What happens next

We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

Please note that Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.

Come join us!

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.

E-Verify Statement

Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
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