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Program Manager, GTM Systems & Tooling

Betterment· Business Systems
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Hybrid (New York City, NY)$125k - $145kFull-timePosted 2mo ago

About the role

Role interfacing between BS&T and stakeholder teams to translate business needs into scoped work, roadmaps, and implementations within Betterment's GTM systems such as Salesforce and related tooling.

Responsibilities

  • Embed with stakeholder teams across lines of business to understand processes, tools, pain points, and upcoming priorities.
  • Proactively surface opportunities for tooling improvements, automation, and best practices; communicate ideas to stakeholders.
  • Maintain updated view of stakeholder priorities and map to BS&T capacity and roadmap.
  • Serve as first point of contact for stakeholder requests, gather context and frame needs before work is committed.
  • Translate stakeholder needs into scoped, documented tasks with clear success criteria in collaboration with engineering leads and architects.
  • Own and communicate the BS&T roadmap and align planning with the company.
  • Balance urgent priorities with long-term quality-of-life improvements and run intake, backlog grooming, and status communications.
  • Stay current on salestech landscape, evaluate new tools, and support vendor assessments, procurement, and renewals.
  • Help stakeholders evaluate build-vs-buy tradeoffs with total cost, integration complexity, and maintenance considerations.

Qualifications

  • 5+ years of experience in product management, technical program management, business systems analysis, or similar roles bridging business stakeholders and technical teams.
  • Working knowledge of Salesforce and GTM systems ecosystem (CPQ workflows, enrichment, engagement, and integration tooling).
  • Experience at a company with a complex, multi-product go-to-market integrating CRM, salestech tools, and product.
  • Ability to turn ambiguous stakeholder requests into scoped, prioritized, well-documented work.
  • Experience supporting vendor evaluation, procurement, or renewal processes is a strong plus.

Skills

Required:Stakeholder managementRoadmapping and prioritizationDocumentation and written communication
Nice to have:Vendor evaluation and procurement

Benefits

  • Competitive suite of benefits: medical, dental, vision; life and AD&D; short- and long-term disability; infertility support and transgender health benefits; EAP; transit benefits; FSA and HSA options.
  • Equity ownership for all employees (new hire and refresher grants).
  • Flexible paid time off; paid parental leave; fully paid four-week sabbatical in sixth year.
  • Company-paid professional coaching for all employees.
  • Day-one 401(k) match plus matching on qualified student loan payments.
Last updated Sep 23, 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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