Senior Customer Success Manager
CB Insights job in New York, NY
Drive CB Insights' growth as part of our Customer Success team. The role you'll play: The CB Insights Senior Customer Success Manager (or as known at CB Insights, a Forward Deployed Strategist) is responsible for maintaining a portfolio of Accounts that include some of the world's leading Corporate Strategy and Innovation groups. Forward deployment means being embedded within the customer's strategy, helping them leverage our data and AI solutions to automate processes, unlock insights, and drive better decision-making.
This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights' software & services. The Senior Customer Success Manager serves as the internal voice of the customer while working with other CB Insights' teams to exceed customer expectations. This individual's performance is based on specific metrics associated with customer on-boarding, product adoption, expansion & retention.
About the Customer Success Team:
Working on our team is unique mostly because of our amazing clients, the problems we are helping them solve, and our team's diversity.
Every day our team speaks with the best and brightest people at Fortune 500 companies. Our clients are looking to us to help them solve interesting challenges on how some of the largest organizations in the world are adapting to emerging tech trends. Being a part of the CBI Customer Success team means being a part of that equation.
The uniqueness of the CS Team is driven by our group's diversity. You can look around and you'll find very few people with similar backgrounds. We each bring our own story which creates a very special environment for creativity, fun, strategy, and success.
Your Main Tasks:
* Actively serve a portfolio of assigned strategic accounts so that customers may achieve their positive business outcomes via CB Insights' software & services.
* Drive customer software engagement & development of power users across customer organizations on a personalized level and at scale.
* Own and maintain deep relationships with the Economic Buyers and senior level contacts within the portfolio of accounts.
* Design and manage account plans for assigned accounts.
* Collaborate with CB Insights' business development team to expand customer relationships outside of the active team(s), leveraging CB Insights.
* Own the commercial requirements for the renewals and growth for the assigned portfolio of accounts.
* Maintain communication & governance protocols across customer & CB Insights' teams.
* Effectively solve ad-hoc customer issues as needed.
* Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks.
* Collaborate with Marketing to demonstrate customer communication campaigns.
* Provide continuous customer feedback to CB Insights' Product team.
* Stay current & educate customers on CB Insights' products, competitive landscape & innovation trends.
* Embrace & contribute to Customer Success team standard methodologies.
What you bring to the table:
* B.S. or B.A. in business management, finance, economics or similar study.
* Validated results in prior role.
* At least 5 years of prior account management and/or customer success experience, preferably within enterprise software or SaaS.
* Expertise with Excel and CRMs, preferably Salesforce.
* Proficiency communicating data via Excel, Salesforce and other business intelligence tools.
You will be successful here if you have:
* Real passion for serving customers.
* Desire to learn and maintain a point of view on the current landscape of technology trends especially GenAI.
* The ability to establish credibility with key customer decision makers & influencers.
* Strong verbal/written communication & presentation skills; extraordinary listening skills.
* Strong problem solving & analytical skills; formulates solutions that deliver real business value.
* Ability to recognize and maximize new business opportunities.
* Comfort with negotiation.
* Multi tasking down to a science; handling multiple accounts & assignments simultaneously.
* A commitment to exceed goals that is internal, constant & self-imposed.
Please note this is a US-based role.
In addition to base salary, this role is also eligible for commission.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Compensation
$115,000-$125,000 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
* Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
* Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
* Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
* Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
* Danger zones:
* Bureaucracy. May the best ideas and execution win.
* Complexity. Leaders use frameworks and systems to simplify.
* No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit.
* Leaving what's important unsaid or undone. No "circling back."
* Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
* Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world.
* Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work.
* Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
* Help others. Leaders know we're building this together.
You'll want to work here if
* You are excited about how AI is transforming tech
* You are hungry for feedback and the chance to grow
* Your instinct is to work smarter not harder
* You love developing as a SME with a POV
* You are motivated by challenges and big ideas
* You believe in radical personal accountability
You don't want to work here if:
* You are a tech pessimist
* Radical Candor is not your style
* You like to build big processes
* You stay @ the 30,000 foot view instead of digging into the details
* You prefer to operate in your comfort zone
* You expect to be judged by outputs instead of outcomes
What we offer:
* Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement
* Industry Insight: over 500k+ people follow our tech newsletter: sign up here
* Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Auto-ApplyVP, Data Product and Operations
CB Insights job in New York, NY
Why this role matters At CB Insights, we deliver predictive intelligence on private companies. Corporate strategy, corporate VC, and business development leaders at the world's most innovative companies trust us to see their next move first. In public markets, leaders have Bloomberg. In private markets - where the future is built - they're flying blind.
Our platform changes that. It surfaces hidden signals about critical market shifts, uses AI agents to build board-ready outputs, and delivers it all into the apps our customers use every day.
The foundation of this system is our data. Non-public and hard-to-get data about private companies, their investors, customers, leaders, and competitors, validated and organized into markets, with proven algorithms that predict future events.
We're looking for a world-class leader to scale it.
Your impact
As Vice President, Data Product & Operations, you'll own the strategy, roadmap, and execution for our portfolio of datasets and algorithms. You will lead the teams responsible for identifying new datasets, growing current ones, and building predictive models.
You will:
* Set and execute for what data we collect, how we collect it, and what predictions we build on top.
* Lead a global team of 100+ across data product management, data stewardship, survey research, and data extraction.
* Drive rigorous operational excellence to improve coverage, quality, and freshness across data about millions of companies, markets, deals, people and more.
* Develop creative and scalable strategies for data acquisition across direct contribution, AI-driven extraction, and partnerships.
* Partner with Data Science and Engineering to build models that power customer-facing use cases such as predicting future valuations or chances to IPO.
* Champion the use of AI to achieve 10x productivity improvements and unlock new capabilities previously out of reach.
* Partner with Product Marketing to shape the go-to-market strategy for our data, framing its positioning, pricing, packaging, and differentiation.
* Serve as the executive voice of our foundational data with colleagues, customers, and partners.
What you bring
* Private markets fluency: You have firsthand experience sourcing investments, conducting due diligence, and analyzing markets. You know the data that drives these workflows.
* Operational scale: You've built and scaled global teams in financial data platforms or expert networks, with measurable success in driving quality, speed, and coverage.
* Track record of new product innovation: You've conceived and launched new datasets or data science products that delivered meaningful revenue growth.
* Customer obsession: You reveal and solve customer problems with empathy and curiosity. You uncover pain and willingness to pay with sharp discovery methods.
* Technical acumen: You are a credible partner to engineering and data science. You understand how models are built, trained, validated, and shipped.
* Builder's bias: You move fast, work iteratively, and ship before things are perfect. You thrive in ambiguity and bring others with you.
* Clear communication: You create energy and context for the people around you. You're a compelling storyteller.
* Hands-on leadership: You sweat the details. You dive into the data. You debug problems side-by-side with your team. You go and see with your own eyes.
Please note this is a US-based role.
In addition to base salary, this role is also eligible for a bonus opportunity.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, and candidate experience.
Compensation
$250,000-$275,000 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
* Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
* Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
* Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
* Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
* Danger zones:
* Bureaucracy. May the best ideas and execution win.
* Complexity. Leaders use frameworks and systems to simplify.
* No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit.
* Leaving what's important unsaid or undone. No "circling back."
* Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
* Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world.
* Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work.
* Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
* Help others. Leaders know we're building this together.
You'll want to work here if
* You are excited about how AI is transforming tech
* You are hungry for feedback and the chance to grow
* Your instinct is to work smarter not harder
* You love developing as a SME with a POV
* You are motivated by challenges and big ideas
* You believe in radical personal accountability
You don't want to work here if:
* You are a tech pessimist
* Radical Candor is not your style
* You like to build big processes
* You stay @ the 30,000 foot view instead of digging into the details
* You prefer to operate in your comfort zone
* You expect to be judged by outputs instead of outcomes
What we offer:
* Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement
* Industry Insight: over 500k+ people follow our tech newsletter: sign up here
* Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Auto-ApplyCustomer Support Specialist, Licensed Support
New York, NY job
About the role Betterment is looking for a Customer Support Specialist, Finance Advice to join our Human Advice team - a group of top-notch, customer-facing professionals focused on serving our high-value clients. This team does more than resolve issues; they deliver exceptional, personalized experiences that delight customers and help them feel confident in their financial journey.
As a member of our Tier 2 Support Team, you will use your FINRA licenses to provide thoughtful, compliant servicing and financial guidance to clients at key milestones in their retirement and wealth management journeys. You will engage with clients via phone and email, helping them navigate our platform, understand the products and portfolios, and make informed decisions-always with a focus on quality, clarity, and impact.
This is a salaried, non-exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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.
* $54,000 - $65,000
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 generous PTO policy.
A day in the life
* Serve as a licensed resource for clients, providing expert guidance on portfolios, tax-advantaged strategies, and platform features while helping maximize adoption and engagement across their financial journey
* Deliver tailored, white-glove support via phone and email that is clear, professional, and empathetic to a client's unique needs
* Remain in compliance with Betterment's financial advice philosophy and standards
* Handle client escalations with professionalism and compassion, with a focus on retention and customer win-back
* Work cross-functionally to find resolutions, share client feedback, and improve tools and processes to enhance the overall Betterment experience for our highest-value users
* Respond to posts requiring customer support intervention or reputation management on the r/Betterment subreddit
What we're looking for
* Active FINRA Series 65 license (or equivalent ie. Series 66)
* 2-4 years of experience providing direct support or guidance in a financial services environment
* Strong communicator with the ability to explain complex financial concepts clearly and empathetically
* Solid understanding of investment products, retirement strategies, and advisory principles
* Organized and detail-oriented with excellent time management and follow-through
* Comfortable navigating multiple tools and systems in a fast-paced, client-focused setting
Auto-ApplyLead Quantitative Investing Researcher
New York, NY job
About the role Betterment's Investing Team provides the domain expertise required to build all product solutions that deliver financial advice to its customers. Integrated closely with the Capital Markets, Operations, Product, and Engineering teams, we engage in rigorous R&D and iteration to create long-term value and efficiencies for our clients. As a Lead Quantitative Researcher, you will primarily be responsible for executing the team's portfolio management and advice tool processes, contributing to the development of our advice-driven algorithms, verifying that we're in compliance with existing regulations, and contributing to financial market research and content creation as necessary. You will be reporting to a seasoned quantitative researcher on the Investing Team.
We're seeking someone with significant experience in both code development and quantitative investing. You should be analytically minded, with a deep passion for making investing better, combined with a strong attention to detail. To be successful in this role, you will be curious, resourceful, and hands-on, with a "roll your sleeves up" attitude toward getting your work done. You will be joining a team that cares deeply about the product, doing the right thing, and motivating others to always keep serving the customer top of mind. This role will also provide exposure to each of Betterment's retail customer, financial advisor, and 401(k) plan sponsor lines of business.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $130,000 - $165,000
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.
A day in the life
* Iterate on the development of code for both Research & Development and Production environments
* Maintain internal analytic libraries and tools that impact our portfolio construction and advice infrastructure
* Own recurring workflows involving the updating and maintenance of portfolio allocations and assumptions driving our advice tools
* Assist with automating processes, ongoing analyses, and quality assurance processes
* Contribute to the researching, prototyping, reviewing and implementation of the quantitative methods that drive our client advice and trading execution algorithms.
* Build strategic and trusted relationships with our Capital Markets, Product, and Engineering teams to help bring investing products to life
* Interface with compliance and legal teams to help ensure appropriate governance and documentation of Betterment portfolio management and advice
* Answer client and internal stakeholder questions on Betterment's approach to investing and our advice tools
* Support the team with writing, researching, and analyzing content on the performance of financial markets and the macroeconomy and how both have influenced returns of all Betterment investment portfolios
* Assist with the creation and improvement of portfolio-management-related materials for internal and external audiences, including slides presented to the Betterment Executive Investment Committee, Algorithm Governance Committee, Crypto Investing Committee, portfolio factsheets, market insight publications, and webinar presentations
What we're looking for
* Prior experience in financial services
* Strong mathematical foundation with hands-on experience in quantitative and statistical techniques
* Experience writing production-quality, scalable, efficient code for reliable testing
* Strong knowledge of SQL and Python or R
* Experience with Git and Julia is advantageous
* Resourcefulness, efficiency, and ability to conduct independent research
* Clear and effective communication skills (both verbal and written)
Auto-ApplySr. 401(k) Support Associate
New York, NY job
About the role As a Senior 401(k) Support Associate you will help to provide support to 401(k) Plan Sponsors who have chosen Betterment at Work for their company's retirement plan and recordkeeper. As a Senior 401(k) Support Associate, you understand the 401(k) industry, like collaborating with clients, finding solutions, and are a master at the art of the analogy. You are the voice for customers, and relish providing them with that "wow" moment. You understand what it is like to be a customer, and appreciate going above and beyond to delight people and solve their problems. In this role, you will be joining a tight-knit team that is an integral part of the Betterment at Work organization.
This role is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Oakland, Washington, D.C., & Orange County, CA. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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.
* Remote: $54,000 - $67,500
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.
A day in the life
* Deliver above-and-beyond customer service and experiences through phone, email, or live chat
* Explain complex 401(k) record keeping and compliance principles clearly, helping customers see the benefits of our products
* Proactively notice patterns and pursue solutions by leveraging available resources, seeking out or creating new resources when appropriate
* Lead with empathy and a problem-solving mindset to identify client issues and concerns, investigating why they happened, and communicating cross-functionally to find rapid resolutions
* Own projects end-to-end & initiatives to improve the team and/or client experience
* Act as the internal voice of the customer, offering insights to all areas of the business to help build a better product
* Access to learning and development resources to equip and empower you with the skillset to continuously improve and problem solve in collaboration with your peers and business partners
What we're looking for
* 2-5 years in the 401(k) industry supporting Plan Sponsors with an emphasis in providing an excellent customer experience
* Expertise with customer service or financial services, specializing in 401(k) plan lifecycle and administration
* A familiarity with the basics of compliance testing and government reporting such as the Form 5500 is required
* Technically savvy, specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries
* Solution-oriented and can develop plans of actions in unclear situations
* Able to work well cross-functionally to resolve client issues
* Can work independently but also has a mentorship mentality and helps to upskill team members
* Exceptional written communication skills and ability to build rapport, Maintaining effective and meaningful relationships with clients
* Customer service, call center or related experience working with CRM systems (For example: Zendesk, Salesforce, etc.)
* A learner's mindset and an appetite for financial acumen
Auto-ApplyBusiness Development Representative
New York, NY job
About the role Betterment at Work is an award-winning 401(k) solution that works as hard for your money as you do to earn it. Betterment for Advisors provides a cutting-edge custody platform that empowers financial advisors to enhance their wealth management services. We're seeking ambitious, enthusiastic individuals to join our BDR, supporting either our 401(k) or Custody businesses. In this role, you'll drive top-of-funnel growth through outbound prospecting in a fast-paced, activity-heavy environment. You're a tech-savvy seller who loves building connections - whether you're helping a business upgrade its 401(k) experience or introducing financial advisors to tools that make managing client assets easier.
This role is based out of our NYC office. 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: $60,000-65,000 + Commission
We offer a competitive equity package, health, dental and vision benefits, and a 401(k) offering with employer match as well as 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 Monday through Thursday, weekly.
A day in the life
* Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc)
* Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends
* Understanding the need of prospects and communicating them clearly to Account Executives
* Clearly articulating Betterment's value proposition and products to prospects in specific verticals
* Meet and exceed meeting set and meetings held goals
* Ensure effective and consistent use of Salesforce
* Provide "voice of the client and industry" to marketing and product management to drive roadmaps
* We are a close knit team - we work hard, collaborate to get things done and celebrate our wins!
What we're looking for
* No experience required but if you've worked in any role that involves outreach and relationship building, you'll be set up for success here.
* B2B tech/SaaS sales experience as an SDR/BDR is a plus
* Curiosity and interest for financial products and retirement planning
* Demonstrated track record of high performance
* High energy and willingness to learn
* Strong oral and written communication skills with even stronger listening skills
* Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals
* Experience with sales technology stack- Outreach, Salesforce - is a plus
*
Auto-ApplySr. Full Stack Software Engineer - Product Engineering
New York, NY job
About the role The Product Engineering teams at Betterment build the applications our customers use when they are logged in to their Betterment accounts. We are looking for Senior Full Stack Engineers to join us in furthering our mission to make people's lives better by providing delightful experiences that have been Betterment's hallmark since inception.
Our software guides customers through the most important life events in their financial journey. Whether it's saving to buy a house or planning for retirement, hundreds of thousands of people rely on us to invest and save their money. If you are passionate about financial wellness and are driven to solve complex problems that make saving and investing simple, this role is for you.
As a Senior Full-Stack Engineer, you'll work collaboratively with our Mobile, Product, and Design functions to guide and delight our customers on their financial journey.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $170,000 - $195,000
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 Monday through Thursday, weekly.
A day in the life
* Lead medium-to-large scale initiatives, partnering with teammates and adhering to software development best practices in order to ship high quality software continuously and iteratively.
* Collaborate with our Product & Design teams to build delightful experiences that help our customers save and invest.
* Balance innovation with the need to maintain application performance and security.
* Maintain a high bar of excellence in your work quality, setting an example for and mentoring less experienced Engineers to do the same.
* Create efficiency. Our software helps customers save time and money. We maintain it through clean code, rigorous testing and pragmatic programming
* Collaborate with purpose. You'll work in small groups with other talented Engineers and figure out how to make Betterment's software better.
* Contribute to an environment of open communication, where engineers feel empowered to share ideas and take initiative to solve problems that contribute to achieving company objectives.
What we're looking for
* Strong experience in object-oriented programming; Ruby on Rails is preferred. Experience with Java, Python, C#, or Node.js is welcomed.
* Proficiency in building frontend applications using React.js or a similar framework
* Experience building APIs using GraphQL.
* Proficiency with relational databases, including designing schemas and writing detailed SQL queries.
* A strong command of fundamental algorithms and data structures.
* Proven ability to lead and manage projects that span one or more teams, considering tradeoffs to ensuring on-time delivery while maintaining high standards of quality, performance and security.
* Passion for building delightful front end interfaces and components.
* Passion for ongoing learning and knowledge-sharing.
* Adept at approaching complex engineering challenges with innovative and unconventional solutions.
Auto-ApplySr. Web Designer
New York, NY job
About the role Notice how there aren't many beautifully designed financial services websites out there? We did too-and we're actively working on changing that. That's where you come in. You are an experienced web designer who believes that usability, consistency, and moments of delight matter at every interaction. You're excited to have a direct impact on growing and visually defining a brand that values the power of thoughtful, user-centered web design.
At Betterment, we hire designers with a deep foundation in communication and interaction design, people who are passionate about personal finance and excited to help our customers build wealth through long-term, trusted solutions. As a design team, we're focused and always strive for excellence. As a company, we're committed to being the only financial partner that you can be sure is continuously working to maximize your money. We live by the belief that what's good for customers is good for business.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in-office attendance Monday through Thursday, weekly. 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: $115,000-$145,000
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.
A day in the life
* Design, build, and evolve Betterment's web experience to reflect our growing brand and product offerings across three distinct business lines
* Join the Brand Creative team to collaborate closely with brand designers, writers, and marketing and product design partners to create beautiful, high-performing digital experiences
* Execute across multiple projects in a fast-paced environment, partnering with front-end developers, Growth and Product teams to ensure designs are implemented accurately and optimized to meet strategic objectives
* Distill financial products and features into easy-to-understand concepts, giving people confidence to build wealth with a trusted partner
* Translate our brand principles and design systems into cohesive, responsive web layouts and interactive components
* Collaborate with product marketing and web operations partners to improve site performance, accessibility, and user experience, using data and feedback to create informed designs for testing and iteration
* Work among a talented team of designers, providing and receiving feedback to ensure a cohesive experience across all digital touchpoints
What we're looking for
* A portfolio of exceptional web and digital design work demonstrating strong visual and interaction design principles
* 5+ years experience designing responsive websites or web applications, ideally for a design agency or in-house marketing team
* A strong grasp of UX best practices, accessibility, and web typography
* Expertise in Figma and a working understanding of front-end development to inform your process (e.g., HTML, CSS, responsive frameworks)
* Experience designing within a scalable design system or CMS environment
* High attention to detail and a passion for crafting elegant, usable interfaces
* A collaborative working style-you'll partner with others to empower consistent brand expression across the web and welcome feedback to refine your work
* Effective communication skills to clearly articulate design rationale and present work confidently to cross-functional teams and executives
* An understanding of financial services and interest in personal finance storytelling.
* Familiarity with motion design and microinteractions for the web
* Comfort with performance optimization and accessibility testing tools
* An eye for data visualization and simplifying complex information
* Link to portfolio required
Auto-ApplySr. Investing Associate
New York, NY job
About the role Betterment's Investing Team provides the domain expertise required to build and manage Betterment's investment portfolios and financial advice tools. Integrated closely with the Capital Markets, Operations, Engineering, and Product teams, we engage in rigorous R&D and iteration to create long-term value for our clients and business. As a Sr. Investment Associate, you will primarily be responsible for contributing to investment research and the preparation of market commentary, portfolio updates, and investment education across internal and client channels. You will also be responsible for running team processes related to portfolio management and monitoring and will report to the Sr. Investment Strategist.
We're seeking someone analytically minded, with a deep passion for financial markets and making investing better, combined with a strong attention to detail. To be successful in this role, you will be curious and hands-on. You will be joining a team that cares deeply about the product, doing the right thing, and motivating others to always keep the common goal in mind. This role will also provide exposure to each of Betterment's retail customer, financial advisor, and 401(k) plan sponsor lines of business.
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: $110,000 - $130,000
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
* Support the team with writing, researching, and analyzing content on the performance of financial markets and the macroeconomy and how both have influenced returns of all Betterment investment portfolios
* Assist with the creation and improvement of portfolio-management related materials for internal and external audiences, including slides presented to the Betterment Executive Investment Committee, portfolio factsheets, market insight publications, and webinar presentations
* Contributing in meetings with prospects and clients, such as 401(k) plan sponsors and advisors, serving as an expert on Betterment's investment platform
* Assist with maintaining model portfolio updates on the Betterment platform
* Answer client and internal stakeholder questions on Betterment's approach to investing and our advice tools
* Own recurring workflows involving the updating and maintenance of portfolio allocations and assumptions driving our advice tools
* Assist with automating processes, ongoing analyses, and quality assurance processes
* Interface with compliance and legal teams to help ensure appropriate governance and documentation of Betterment portfolio management and advice
* Support other functions across the Investing Team such as conducting regular trainings for new hires
What we're looking for
* 2-5 years of experience in financial services
* Retirement industry experience is advantageous
* Experience with FactSet and/or Bloomberg
* Some familiarity writing basic code in languages such as R, Python, or SQL
* Experience with Git is advantageous
* Agility and resourcefulness
* Clear and effective communication skills (both verbal and written)
Auto-ApplySr. Product Security Engineer
New York, NY job
About the role The Security Engineering team is a trusted partner throughout the organization who work hard to make Betterment the most secure place for our customers' money. We do this by building tools for our development teams, improving the security and integrity of our systems, and adding monitoring and visibility into our services. This helps us move faster and smarter, all while done within a highly regulated and secure environment.
We write, review, and advise in Ruby, Javascript, Java, and Python just to name a few of our popular languages. We leverage a number of technologies to power our tools and platform, including AWS, Kubernetes (EKS), Helm, Terraform, Datadog, CircleCI, and Splunk. As an engineer on the Security Engineering team, you'll help deliver new products, tools, and systems in a secure manner that make engineering more impactful and help keep our customers safe and happy!
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. The base salary range offered for this position is reflected below. 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: $175,000 - $205,000
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 Monday through Thursday, weekly.
A day in the life
* Lead and collaborate on product security initiatives strengthening our engineering practices
* Write and review customer facing code to resolve security concerns alongside product development engineers
* Conduct threat modeling exercises, architecture reviews, and offensive security engagements with product teams
* Innovate with modern cloud technologies to secure systems such as CI/CD, sensitive data storage, mobile design, front end web services, and more
* Provide mentorship and education for security and software engineering excellence
What we're looking for
* 5+ years of experience building software
* Deep experience and understanding of securing modern web apps (OWASP top 10, CWEs, and language specific application security issues)
* Experience working in a product setting where the needs of the business and users must be weighed against security requirements
* Experience with exploiting common security vulnerabilities and fixing them
* Experience building high-availability distributed systems and services with any Object Oriented Programming language
* Experience with the Linux command line interface
* Experience with securing AWS cloud infrastructure (EC2, RDS, S3, VPCs)
* Experience with any of these technologies is a plus: GraphQL, React, CircleCI, Kubernetes, Terraform, Postgres
Auto-ApplySecurity Engineer
New York, NY job
About the role The Security Engineering team is a trusted partner throughout the organization who work hard to make Betterment the most secure place for our customers' money. We do this by building tools for our development teams, improving the security and integrity of our systems, and adding monitoring and visibility into our services. This helps us move faster and smarter, all while done within a highly regulated and secure environment.
We write, review, and advise in Ruby, Javascript, Java, and Python just to name a few of our popular languages. We leverage a number of technologies to power our tools and platform, including AWS, Kubernetes (EKS), Helm, Terraform, Datadog, CircleCI, and Splunk. As an engineer on the Security Engineering team, you'll help deliver new products, tools, and systems in a secure manner that make engineering more impactful and help keep our customers safe and happy!
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $145,000 - $170,000
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.
A day in the life
* Bolster security in systems such as CI/CD, sensitive data storage, mobile design, front end web services, and more
* Build software to keep our customers and company safe and secure
* Work on impactful engineering problems across Betterment
* Maintain high uptime for core services
* Provide guidance and education for security and software engineering excellence
What we're looking for
* 3+ years of experience building software
* Experience and understanding of securing modern web apps (OWASP top 10, CWEs, and language specific application security issues)
* Experience with and an understanding of securing modern web apps
* Experience building high-availability distributed systems and services with any Object Oriented Programming language
* Experience with the Linux command line interface
* Experience with securing AWS cloud infrastructure (EC2, RDS, S3, VPCs)
* Experience with any of these technologies is a plus: GraphQL, React, CircleCI, Kubernetes, Terraform, Postgres
Auto-ApplySenior GTM Enablement Manager
CB Insights job in New York, NY
The Role You'll Play: The Senior GTM Enablement Manager is a high-impact, individual contributor role focused on boosting sales productivity and scaling GTM operations through data and process excellence. Reporting to the Director of Revenue Operations, you'll turn insights from our sales tech stack into action-streamlining onboarding, refining the customer journey, and optimizing enablement for our Sales and Customer Success teams.
Your Main Tasks:
* Collaborate with internal stakeholders (Sales, Product, Marketing, Research) to align content with go-to-market strategy
* Own monthly Product Launch meeting and coordinate preparation of deck and meeting agenda with Product leaders
* Create and manage a sales training bootcamp program (sales 101/sales fundamental skills)
* Develop and administer Sales certification programs (product, skill, knowledge) for all key products and solutions.
* Conduct needs analyses, interviews Subject Matter Experts, and gathers content for enablement materials.
* Create needed materials, including exercises and activities, using Microsoft Word and Power Point and training technology platforms including Mindtickle.
* Partner with Sales leaders to identify performance gaps and recommend learning solutions.
* Responsible for developing and maintaining productivity dashboards to measure enablement and curriculum design effectiveness.
* Responsible for leading the planning and execution of the yearly Sales Kickoff Event (February).
What you bring to the table:
* Bachelor's degree or equivalent work experience
* 5+ years of experience in training or instructional design with strong facilitation and presentation skills
* Proven track record building sales fundamentals and product certification program
* Hands-on experience with tools like Salesforce, Gong, Mindtickle, ZoomInfo, and Sales Navigator
* Sharp communication, project management, and organizational skills
Please note this is a US-based role.
In addition to base salary, this role is also eligible for a bonus opportunity.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, and candidate experience.
Compensation
$120,000-$150,000 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
* Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
* Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
* Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
* Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
* Danger zones:
* Bureaucracy. May the best ideas and execution win.
* Complexity. Leaders use frameworks and systems to simplify.
* No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit.
* Leaving what's important unsaid or undone. No "circling back."
* Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
* Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world.
* Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work.
* Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
* Help others. Leaders know we're building this together.
You'll want to work here if
* You are excited about how AI is transforming tech
* You are hungry for feedback and the chance to grow
* Your instinct is to work smarter not harder
* You love developing as a SME with a POV
* You are motivated by challenges and big ideas
* You believe in radical personal accountability
You don't want to work here if:
* You are a tech pessimist
* Radical Candor is not your style
* You like to build big processes
* You stay @ the 30,000 foot view instead of digging into the details
* You prefer to operate in your comfort zone
* You expect to be judged by outputs instead of outcomes
What we offer:
* Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement
* Industry Insight: over 500k+ people follow our tech newsletter: sign up here
* Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Auto-ApplySenior RevOps Analyst
CB Insights job in New York, NY
Transform data into advantage. Operationalize insights. Build the systems and strategies that fuel sustainable revenue growth.
The Role You'll Play:
The Senior RevOps Analyst plays a central role in driving how CB Insights grows. Sitting at the intersection of Sales, Customer Success, Marketing, Finance, and Product, this role owns the systems, analytics, and processes that power the go-to-market engine.
You'll lead initiatives that connect strategy to execution - ensuring our teams are enabled with clean data, actionable insights, and scalable processes. You'll move fluidly between analytical depth and strategic influence, guiding GTM leaders to make smarter, faster, evidence-based decisions.
This is a hands-on, high-impact role for someone who can both build and lead - a builder who enjoys structure, but thrives in ambiguity; a strategist who's still willing to get in the weeds when the job calls for it.
About the RevOps team:
Revenue Operations at CBI is a strategic partner to the business - not a reporting function. We build scalable systems, publish actionable insights, and drive initiatives that directly impact revenue growth.
We take a product-minded approach to operations: we experiment, measure, and refine constantly. Our mission is to create the infrastructure and intelligence that lets every GTM team operate at peak performance.
RevOps sits under the Chief Financial Officer and partners closely with leaders across Sales, Marketing, Customer Success, and Enablement to align strategy, systems, and execution.
Your Main Tasks:
Partner cross-functionally: Collaborate with Sales, Marketing, Customer Success, and Product teams to design and scale a best-in-class revenue operations system that drives visibility and alignment across the customer journey.
Ensure data integrity: Support Finance and leadership by maintaining a reliable CRM foundation that enables accurate, dynamic revenue forecasting and reporting.
Enable executive decision-making: Build and maintain dashboards that surface actionable insights across the funnel, empowering GTM teams and executives to make data-driven decisions.
Streamline GTM processes: Improve lead routing, opportunity management, and customer handoffs to reduce friction and improve conversion efficiency across Marketing, Sales, and Customer Success.
Support GTM planning: Partner with Sales and RevOps leadership on operational initiatives such as territory design, quota assignments, compensation plans, and renewals forecasting.
Be a systems and process owner: Serve as a trusted resource for sales reps and managers, ensuring smooth day-to-day operations and proactively identifying opportunities for efficiency.
Deliver analytical insights: Analyze large and sometimes incomplete datasets to surface trends, risks, and growth opportunities; conduct scenario modeling to inform go-to-market and resourcing decisions.
Support leadership reporting: Provide ad hoc analyses and executive-ready deliverables in response to evolving business priorities, including board-level reporting needs.
What you bring to the table:
4+ years of experience in Sales Operations, Revenue Operations, Business Operations or a related analytical field, ideally in a high-growth SaaS environment
Strong reporting and analytical skills with proficiency in Google Sheets/Excel and Salesforce (required)
Experience with Looker, Gong, and ZoomInfo a plus
Comfort working with large datasets and translating them into actionable business recommendations
Proven ability to partner effectively with cross-functional teams and communicate insights clearly to both technical and non-technical audiences
High attention to detail, strong organizational skills, and a bias toward execution
Please note this is a US-based role.
In addition to base salary, this role is also eligible for a bonus opportunity.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, and candidate experience.
Compensation
$94,000 - $118,000 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
Danger zones:
Bureaucracy. May the best ideas and execution win.
Complexity. Leaders use frameworks and systems to simplify.
No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit.
Leaving what's important unsaid or undone. No “circling back.”
Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world.
Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work.
Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
Help others. Leaders know we're building this together.
You'll want to work here if
You are excited about how AI is transforming tech
You are hungry for feedback and the chance to grow
Your instinct is to work smarter not harder
You love developing as a SME with a POV
You are motivated by challenges and big ideas
You believe in radical personal accountability
You don't want to work here if:
You are a tech pessimist
Radical Candor is not your style
You like to build big processes
You stay @ the 30,000 foot view instead of digging into the details
You prefer to operate in your comfort zone
You expect to be judged by outputs instead of outcomes
What we offer:
Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement
Industry Insight: over 500k+ people follow our tech newsletter: sign up here
Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Auto-ApplyStaff Mobile Engineer
New York, NY job
About the role The Product Engineering teams at Betterment build the applications our customers use when they are logged in to their Betterment accounts. We are looking for Mobile engineers to join us in furthering our mission to make people's lives better by providing delightful experiences that have been Betterment's hallmark since inception. As a Software Engineer in Betterment's product engineering organization, you'll be responsible for building and maintaining the features our customers interact with on a daily basis.
Our mobile application guides customers through the most important life events in their financial journey. Whether it's saving to buy a house or planning for retirement, hundreds of thousands of people rely on us to invest and save their money. If you are passionate about financial wellness and are driven to solve complex problems that make saving and investing simple, this role is for you.
Mobile Engineers sit side-by-side with Full Stack Engineers, user experience designers, and product managers to craft our consumer-facing applications. Part of being a member of this team is a love for building products you're proud to share with your friends and family. Our goal is to delight our customers whenever possible with sleek design, simple user experience, and access to sophisticated advice. You'll be a part of a team that's tackling difficult questions of scale, architecture and interaction.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $200,000 - $228,000
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 Monday through Thursday, weekly.
A day in the life
* Lead medium-to-large scale initiatives, partnering with teammates and adhering to software development best practices in order to ship high quality software continuously and iteratively.
* Collaborate with our Product & Design teams to develop delightful experiences that guide our customers on their saving and investing journey.
* You'll work alongside Fullstack Engineers to help ensure our features and application grow with our business while remaining performant and secure.
* Teach and Learn. As a Senior Engineer, we expect you to share your knowledge with new and junior engineers, help mentor and grow our team professionally, as well as learn from our leaders to level up your own talents.
* Create efficiency. Our software helps customers save time and money. We maintain it through clean code, rigorous testing, and pragmatic programming.
* Collaborate, with purpose. You'll work in small groups with other talented thinkers and figure out how to make Betterment's revolutionary software even better.
* Contribute to an environment of open communication, where engineers feel empowered to share ideas and take initiative to solve problems that contribute to achieving company objectives.
* Work with people who care. Half of our team is made up of engineers, but we believe everyone at Betterment is an engineer with their own tools. We're a group of talented professionals who pride ourselves on what we do. We're smart, innovative, energetic, and lots of fun
What we're looking for
* Experience building applications with, or a strong interest in quickly learning, Dart and Flutter.
* Expertise in building interactive mobile applications using a declarative UI framework such as Flutter, SwiftUI, Jetpack Compose, or React Native.
* Proficiency with a state management API such as Flutter or React Hooks.
* Additional experience with GraphQL is a plus.
* Ability to make the tradeoffs required to ship without compromising quality.
* Collaborativeness and excitement to partner with your teammates.
* Have a passion for software engineering, and for creating what doesn't exist
* Appreciate agility and pragmatism in software development
* The ability to thrive in a startup environment
Auto-ApplyStaff Full Stack Software Engineer
New York, NY job
About the Role: The Product Engineering teams at Betterment build the applications our customers use when they are logged in to their Betterment accounts. We are looking for Staff Full Stack Engineers to join us in furthering our mission to make people's lives better by providing delightful experiences that have been Betterment's hallmark since inception.
Our software guides customers through the most important life events in their financial journey. Whether it's saving to buy a house or planning for retirement, hundreds of thousands of people rely on us to invest and save their money. If you are passionate about financial wellness and are driven to solve complex problems that make saving and investing simple, this role is for you.
If you're passionate about delightful customer experiences, building scalable, high-performance web applications and are eager to work in a collaborative, forward-thinking environment, we'd love to have you on our team.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. . 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: $190,000 - $220,000
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 Monday through Thursday, weekly.
A Day in the Life:
* Build things people love. Our goal is to delight our customers whenever possible. Sleek design, simple user experience, and access to sophisticated advice.
* Teach and Learn. As a Staff Engineer, we expect you to share your knowledge with new, junior, and senior engineers. Help mentor and grow our team professionally as well as learn from our leaders to level up your own talents.
* Solve "impossible" problems. Take your ideas to the next level right away. We experiment, iterate, learn, and repeat.
* Collaborate, with purpose. You'll work in small groups with other talented thinkers and figure out how to make Betterment's revolutionary software even better.
* Gain trust through transparency. We believe in taking the guesswork out of investing. That means a consistent experience for our customers - you'll build the tools to make it possible. We already have the best UX in the business. Let's make it even better.
* Create efficiency. Our software helps customers save time and money. We maintain it through clean code, pragmatic programming, and lean engineering.
* Work with people who care. Half of our team is made up of engineers, but we believe everyone at Betterment is an engineer with their own tools. We're a group of talented professionals who pride ourselves on what we do. We're smart, innovative, energetic, and lots of fun.
What We're Looking For:
* Have proven and recent experience scoping, building, and leading technical projects (and the teams building them) from discovery through release
* Have experience in at least one server-side language - Ruby, Java, C#, C++, Python. (we use Ruby on Rails)
* Have experience building interactive web applications using modern Javascript frameworks (we use React)
* Have a strong understanding of appropriate technical design, architecture, and other complexity in building web applications
* Have experience gathering inputs, building consensus, and making technical decisions in an inclusive manner
* Have experience communicating effectively with technical and non-technical colleagues across different roles, teams, and lines of business
* Have a commitment to upskilling teammates through feedback, pairing, and mentorship
* Have a passion for software engineering, and for creating what doesn't exist
* Know how to make the tradeoffs required to ship without compromising quality
* Realize that automated tests are a worthwhile investment
* Appreciate agility and pragmatism in software development
* Thrive in a startup environment
Auto-ApplySr. Product Manager, Employer Recordkeeping
New York, NY job
About the role Employer Recordkeeping sits at the heart of the Betterment at Work platform, serving as the foundation for how we process and safeguard contributions and transactions on behalf of employers and their employees. As a Senior Product Manager on this team, you'll help shape the systems that make those operations seamless and trustworthy - powering 401(k) plans and other innovative employer-sponsored offerings.
This role focuses on the back-end infrastructure and processes that keep our recordkeeping platform compliant, efficient, and built to scale. You'll execute against an existing roadmap while also developing the long-term vision for how governance, compliance, and operational rigor should evolve across Betterment at Work.
You'll collaborate closely with engineering, operations, legal, and compliance partners to bring structure, clarity, and efficiency to a highly complex domain. Your work will be critical in shaping the durable systems that enable growth, mitigate risk, and make it easier for employers and employees to benefit from Betterment's platform.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $140,000 - $165,000
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.
A day in the life
* Driving the Employer Recordkeeping roadmap - executing on customer and organizational priorities while identifying and advocating for enhancements that strengthen the platform's long-term foundation
* Partnering with Legal, Compliance, and Operations to ensure the recordkeeping systems meet regulatory requirements while maintaining operational excellence
* Deeply understanding the intricacies of employer recordkeeping - including contribution processing, reconciliation, and data integrity - and advocate for system improvements that strengthen accuracy and auditability
* Working closely with Engineering to define requirements, prioritize initiatives, and navigate trade-offs between scalability, compliance, and efficiency
* Conducting customer and competitive research to inform the direction of our platform and ensure it continually exceeds customer expectations
* Collaborating with cross-functional partners to define what governance and controls should look like in a best-in-class recordkeeping platform
* Building narratives and frameworks that help Betterment leadership align on the long-term platform vision and the customer needs it will drive forward
What we're looking for
* Product Management experience, ideally in financial services or financial technology. A focus on recordkeeping or back-end financial operations is strongly preferred.
* Deep curiosity and aptitude for mastering complex, regulated domains
* Self starter with demonstrated success leading cross-functional collaboration with Legal, Compliance, Operations, and Engineering teams
* Strong communication skills and the ability to clearly articulate technical and compliance-driven topics to diverse audiences
* Experience balancing short-term delivery with long-term strategic planning
* Analytical mindset and comfort using data to inform product decisions
* Obsessive attention to detail and strong organization skills in a fast-paced environment
* A passion for designing systems that enable both growth and trust
Auto-ApplySoftware Engineer, Data Platform
New York, NY job
About the role The Data Platform Engineering team, pivotal to Betterment's success, builds and maintains the data platform & infrastructure, facilitates our product, engineering and analytics teams, and propels the company's growth by unlocking our data's potential.
Engineers on the Data Platform team contribute to the vision and technical excellence that underpin Betterment's architecture. They help lead in making high-level decisions about what patterns and frameworks will best help us achieve our data objectives. They operate with autonomy and ownership. They conceptualize, design, plan and execute projects independently.
This role is based out of our NYC office. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly. 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: $110,000 - $135,000
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.
A day in the life
* Data Platform Development and Management: Maintain and build new data services that align with engineering objectives. Ensure stability, scalability, and performance of the data platform, including services such as Redshift, Kafka, Airflow, Aurora Postgres, and more
* Data Modeling and Pipelining: Create and optimize data pipelines using Airflow & DBT Develop, construct, test, and maintain architectures (like large-scale processing systems)
* Cloud Operations: Efficiently operate and manage resources in an AWS environment using tools like Terraform, Cloud Formation, including monitoring and alerting set up via Datadog and Sentry
* Collaboration: Work closely with product, analytics, and other engineering teams to meet their data needs
* Code Quality & Best Practices: Set high standards for SQL and Python, ensuring quality, performance, and security
* Continuous Improvement: Advocate for best practices in data governance, quality control, and embody a culture of continual learning and improvement within the team
What we're looking for
* 1-3 years of experience in data engineering in a cloud based environment with a good understanding of the modern data technology stack
* Proficiency in SQL and Python. Familiarity with AWS technologies like RDS, Aurora, and Redshift, and general data engineering tooling like Kafka, Airflow, DBT, Terraform, and DataDog is a strong plus
* Demonstrated ability to execute on projects, collaborate with cross-functional teams, and collaborate in decision-making
* Strong analytical and problem-solving skills, coupled with a solution-oriented mindset
* Excellent written and verbal communication skills, capable of translating technical subjects into clear and concise terms
* Bachelor's or higher degree in Computer Science, Engineering, or a related field
Auto-ApplySenior Product Designer
CB Insights job in New York, NY
About the role We're seeking an experienced Senior Product Designer to join our small, but mighty design team. The ideal candidate is a versatile product builder who thrives at the intersection of design and engineering, capable of translating user needs into elegant solutions at speed. In this role, you'll combine multiple skillsets across design thinking, user experience design, visual design, prototyping, copywriting and more to bring concepts to life quickly and effectively.
What you'll do
* Design end-to-end user experiences from initial concept through final implementation, ensuring solutions are both user-centered and technically feasible
* Create functional prototypes to validate design concepts, test interactions, address various data states, and facilitate stakeholder buy-in
* Collaborate cross-functionally with product managers, engineers, and other stakeholders to define requirements, scope solutions, and deliver high-quality products
* Conduct user research and synthesize insights to inform design decisions and measure the impact of your work
* Contribute to and evolve our design system, ensuring consistency and scalability across experiences
* Spearhead design reviews and presentation of work to stakeholders at all levels, articulating design rationale and gathering actionable feedback
* Mentor other designers and advocate for design excellence throughout the organization
* Stay current with design trends, tools, and technologies to continuously elevate the team's capabilities
What we're looking for
Required qualifications
* 5+ years of product design experience with a strong portfolio demonstrating your process and outcomes
* Proficiency in design and prototyping tools, particularly Figma
* Experience with user research methodologies and translating insights into design solutions
* Strong visual design skills with a keen attention to typography, layout, color, and interactions
* Excellent communication skills and ability to articulate design decisions and gather feedback
* Bachelor's degree in Design or related field - or equivalent professional experience
Desired skills
* Proficiency in front-end development technologies to facilitate the creation of functional prototypes
* Understanding of accessibility standards and best practices
* Experience designing for multiple platforms (web, mobile, desktop)
* Facility with AI tools, like Cursor, to complement your design and prototyping skills
* Experience contributing to or maintaining design systems
Please note this is a US-based role.
In addition to base salary, this role is also eligible for a bonus opportunity.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, and candidate experience.
Compensation
$106,500-$134,900 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
* Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
* Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
* Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
* Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
* Danger zones:
* Bureaucracy. May the best ideas and execution win.
* Complexity. Leaders use frameworks and systems to simplify.
* No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit.
* Leaving what's important unsaid or undone. No "circling back."
* Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
* Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world.
* Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work.
* Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
* Help others. Leaders know we're building this together.
You'll want to work here if
* You are excited about how AI is transforming tech
* You are hungry for feedback and the chance to grow
* Your instinct is to work smarter not harder
* You love developing as a SME with a POV
* You are motivated by challenges and big ideas
* You believe in radical personal accountability
You don't want to work here if:
* You are a tech pessimist
* Radical Candor is not your style
* You like to build big processes
* You stay @ the 30,000 foot view instead of digging into the details
* You prefer to operate in your comfort zone
* You expect to be judged by outputs instead of outcomes
What we offer:
* Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement
* Industry Insight: over 500k+ people follow our tech newsletter: sign up here
* Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Auto-ApplySenior Account Manager, Strategic
CB Insights job in New York, NY
Drive CB Insights' growth by expanding and deepening relationships with our most strategic clients. The Role You'll Play: The CB Insights Senior Strategic Account Manager is responsible for managing and growing a portfolio of our highest-value enterprise accounts, including leading corporations, investors, and consultancies shaping global industries. This role blends relationship stewardship with a growth mindset: cultivating platform adoption and advocacy while identifying and driving expansion opportunities across divisions, geographies, and new use cases.
You'll operate as a trusted advisor to senior stakeholders and economic buyers, articulating ROI and strategic impact while uncovering new opportunities to embed CB Insights deeper into their workflows through our platform, data solutions, and APIs.
About the Strategic Account Management Team:
Our Strategic Account Management team sits at the intersection of strategy, technology, and client growth. We partner with the world's most influential organizations to help them discover new markets, validate innovation bets, and make smarter decisions through data.
The team thrives on curiosity, creativity, and commercial acumen. You'll join a diverse group of problem solvers who combine analytical rigor with empathy, adaptability, and a relentless drive to grow our relationships and business impact.
Your Main Responsibilities:
* Own and grow a portfolio of strategic accounts, driving both retention and expansion through proactive account planning and consultative engagement.
* Partner with senior stakeholders and economic buyers to demonstrate clear ROI, link insights to business outcomes, and influence long-term strategy.
* Collaborate with SDRs to identify and pursue new opportunities, referrals, and whitespace within enterprise clients.
* Sell and expand data solutions, including API integrations, data feeds, and workflow-based solutions.
* Develop and execute Strategic Account Plans, including mapping key stakeholders, setting growth goals, and tracking engagement and adoption.
* Run renewal and expansion cycles end-to-end, including negotiations, pricing discussions, and contract execution.
* Leverage data and analytics to anticipate risk, spot growth potential, and drive proactive engagement.
* Serve as a thought partner to clients, offering insights on emerging technologies, market shifts, and innovation trends.
* Continuously improve account management processes and share best practices across the Strategic Account Management team.
What You Bring to the Table:
* Bachelor's degree in business, economics, finance, or related field.
* At least 5 years of experience in enterprise account management, customer success, or consultative sales, ideally in SaaS or data/insights-driven businesses.
* Proven track record of retaining and expanding large enterprise accounts, with comfort in both farming and hunting motions.
* Experience managing executive-level relationships and navigating complex organizations.
* Strong commercial and negotiation skills, with ability to align value with business outcomes.
* Familiarity with data integrations, APIs, and data feed solutions.
* Expertise using CRMs (Salesforce preferred), Excel, and BI tools to track performance and communicate insights.
* Excellent communication and presentation skills; capable of influencing at senior levels.
* Highly intellectually curious, adaptable, and self-driven with a strong growth mindset.
You'll Be Successful Here If You:
* Thrive on uncovering new opportunities and driving measurable growth.
* Can balance strategic relationship management with tactical execution.
* Bring a consultative, insight-driven approach to every client interaction.
* Are a team player who collaborates across Sales, SDR, and Product to deliver results.
* Have a passion for innovation, technology, and helping clients win.
Please note this is a US-based role.
In addition to base salary, this role is also eligible for commission.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Compensation
$110,000-$125,000 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy - powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation - and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
* Solve customer problems. It's our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
* Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
* Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
* Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
* Danger zones:
* Bureaucracy. May the best ideas and execution win.
* Complexity. Leaders use frameworks and systems to simplify.
* No commitment. Leaders don't compromise just to get along. Debate. Disagree. But once a decision is made, commit.
* Leaving what's important unsaid or undone. No "circling back."
* Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
* Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they're excited to share with the world.
* Live off the land. Leaders creatively use resources already available to them - especially AI - to execute and automate their work.
* Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
* Help others. Leaders know we're building this together.
You'll want to work here if
* You are excited about how AI is transforming tech
* You are hungry for feedback and the chance to grow
* Your instinct is to work smarter not harder
* You love developing as a SME with a POV
* You are motivated by challenges and big ideas
* You believe in radical personal accountability
You don't want to work here if:
* You are a tech pessimist
* Radical Candor is not your style
* You like to build big processes
* You stay @ the 30,000 foot view instead of digging into the details
* You prefer to operate in your comfort zone
* You expect to be judged by outputs instead of outcomes
What we offer:
* Award-winning culture: recognized by Inc. and Built-in for leadership, career opportunity, and engagement
* Industry Insight: over 500k+ people follow our tech newsletter: sign up here
* Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We're proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Auto-ApplyData Enablement Engineer
New York, NY job
About the role The Data Enablement Engineering team at Betterment sits at the intersection of the Product Analytics and Data Platform teams - serving as the domain and technical experts that translate business needs into beautiful data products. We own data cleanliness end-to-end, from extracting data from both internal and external sources to thoughtfully curating that data into easy-to-use and understand domains. Our work adds tremendous value to the business and we are looking for more thoughtful, driven, and curious people to push the business even further.
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 - $120,000
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 Monday through Thursday, weekly.
A day in the life
* Be a key curator of data. You will build and maintain the reporting layer of our team's data environment to make data standardized, easily accessible, and performant
* Work closely with Product Engineering and our stakeholders to create the data needed to market and measure the success of our product launches
* Maintain and optimize monitoring and alerting for our company's reporting pipelines and analytics infrastructure
* Partner with our Finance team to curate the data pipelines necessary to understand how our businesses are performing
* Find ways to spread knowledge and increase data literacy across the organization
* Think about scale and new technologies that will enable us to achieve a high level of efficiency for our data platforms
What we're looking for
* 1 - 3 years of experience writing SQL statements and transforming data
* Familiarity with ETL, Python, and creating pipelines for large datasets
* Passion for scaling and automating analytics work
* Ability to take apart business problems, translate them into technical requirements, and translate results back to non-technical audiences
* Autonomy, curiosity, and tenacity as a data issue detective
* Previous exposure to DBT, Metabase, Airflow, Segment, Mixpanel, and/or DAG management platforms preferred
Auto-Apply