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Business Systems Analyst



IT, Sales & Business Development
New York, NY, USA
Posted on Saturday, November 11, 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

Betterment is looking to bring on a Business Systems Analyst within the RevOps organization to support our Betterment at Work platforms and teams.

As the Business Systems Analyst, you will report to the Director of Business Systems and be responsible for supporting the various platforms and systems used across the customer lifecycle - from lead capture and nurturing through to ongoing customer support. The person in this role will play a crucial role by gathering and defining requirements for new projects, ensuring implemented features meet the needs of the various teams through rigorous testing, and providing ongoing support and training as needed once new features are live.

We are looking for someone who will be able to learn and grow quickly by understanding our current setup — a foundation of tools, platforms, and processes — and help to unlock efficiencies and improve the day to day for other internal teams. The ideal candidate will effectively communicate with members of the Revenue Operations team, deliver projects and tasks in an efficient manner and consistently seek out ways to improve how we use our systems.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.

  • New York City: $100,000 - $115,000

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

A day in the life

  • Facilitate stakeholder conversations to better understand the wants and needs of each department, focusing on MarTech systems and technology.
  • Translate business needs into technical requirements for use by the technical team to implement.
  • Ensure new features meet or exceed requirements of the various business units.
  • Onboard and train team members on new features and how they fit into the overall process, thoroughly documenting each step along the way.
  • Research and mitigate (either by addressing directly or working with other team members) new, urgent issues that arise.
  • Conduct ad-hoc analysis of historical and current data to identify patterns and opportunities for optimization.
  • Collaborate with other members of the RevOps and Business Systems team to identify gaps and bottlenecks in existing processes, and propose tactical improvements for increased efficiency.
  • Cultivate strong cross-functional relationships with the Marketing, Sales, and Post-sales teams.

What we’re looking for

  • 3-5 years of experience in business analysis, requirements gathering, quality assurance, business systems operations or a similar analytical role, preferably in a technology or SaaS company.
  • Knowledge of enterprise-level marketing automation and CRM tooling, HubSpot and Salesforce preferred.
  • Strong analytical and problem-solving skills with a keen eye for detail.
  • Excellent communication and interpersonal skills, capable of collaborating with multiple teams.
  • Quick learning skills with good organizational capabilities and the ability to handle multiple tasks and shifting priorities effectively.

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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