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Sr. Manager, Revenue Operations - Deal Desk & GTM Process Improvement

Betterment· RevOps
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New York City$135k - $160kfull-timePosted 3mo ago

About the role

Senior role owning Revenue Operations processes, Deal Desk and Promotions, acting as the execution arm of Revenue Operations to optimize GTM workflows and scale with growth.

Responsibilities

  • 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

Qualifications

  • 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

Skills

Required:Deal desk and promotions management

Benefits

  • We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
  • Ownership: Equity for all employees, including new hire and refresher grants
  • Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year
  • Growth: Company-paid professional coaching for all employees
  • Wealth: Day-one 401(k) match plus matching on qualified student loan payments
Last updated Sep 16, 2026. Interested? Apply on the company site.

About Betterment

Automated investing & Financial planning

Betterment can help grow your money by making saving and investing easy. Invest in a tailored portfolio, set buckets for your goals, and earn rewards.

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