Salesforce & Business Systems Engineer
Betterment · Betterment HQ - New York City
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- Betterment HQ - New York City
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Subject: Interested in the Salesforce & Business Systems Engineer role at Betterment
Hi Jamie — I came across the Salesforce & Business Systems Engineer opening and wanted to reach out directly. I've spent the last few years doing exactly this kind of work, and Betterment stood out because…
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About the role
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
About the Role:
We’re looking for a consultative, business minded Business Systems & Tools individual contributor who pairs strong technical depth with a RevOps mindset. This role goes beyond system administration or ticket fulfillment - you’ll operate as a trusted partner to our GTM organization, helping Sales, Marketing, and Customer Experience translate complex business problems into scalable system and process solutions.
As a Salesforce & Business Systems Engineer you’ll be accountable not only for how systems are built, but why - ensuring solutions improve workflows, strengthen integrations, enable data-driven decision-making, and ultimately drive B2B growth within your scope of ownership. This role is ideal for someone who thrives in ambiguity, enjoys problem solving with stakeholders, and sees systems as a lever for business impact.
This role is based out of our NYC office. Below we've reflected the base salary range 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: $125,000-$145,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life:
- Act as a consultative partner to key B2B stakeholders by helping frame problems, identifying patterns, risks, and opportunities across systems, data workflows, and recommending pragmatic scalable solutions
- Oversee integrations across core systems, proactively auditing and refining them to support accurate, up-to-date workflows and functionality.
- Partner with stakeholders to deeply understand business problems, define success criteria, and translate needs into scalable system designs and implementations
- Enable effective system adoption by creating and maintaining clear documentation, best practices, and enablement material; and support onboarding for new hires on Salesforce and other relevant internal tools
- Serve as a system administrator and provide day-to-day support for Salesforce and related business systems, such as user access, account maintenance, reports, workflows, and permissions
- Continuously develop your skills and domain knowledge through self-directed learning, training, and industry resources, applying new insights to improve systems and ways of working.
What We’re Looking For:
- Strong proficiency in Salesforce administration: managing user profiles, roles, permissions, and security settings; customizing and configuring Salesforce objects, fields, layouts, workflows, and reports; and utilizing Salesforce declarative development tools such as Flow and Lightning App Builder
- Experience owning business systems in B2B/SaaS organizations, with a focus on supporting GTM teams and processes
- Strong consultative mindset with demonstrated ability to influence stakeholders, ask the right questions, and co-create solutions in ambiguous environments
- Proven cross-functional partnership with business stakeholders such as sales, client success, and servicing teams; able to gather business requirements, analyze processes, and identify opportunities for system enhancement and automation
- Experience with integrating Salesforce to other business applications, with an understanding of integration design, data flow, and system dependencies
- Familiarity with marketing automation tools, preferably HubSpot
- Familiarity with Apex programming language, Visualforce, and Lightning Components
- Proven ability to independently own projects
- Solid data literacy, including the ability to interpret and validate data across systems to support reporting and analysis
- Hands-on experience building and/or supporting reports and dashboards (e.g., Salesforce reports/dashboards or downstream BI tools)
- Excellent verbal and written communication skills
- Salesforce certifications are highly desired
Join a team built on these core values
We change lives
Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.
We set audacious goals
We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.
We value all perspectives
When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
We simplify financial services
We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
Our Commitment to Your Total Well-being:
- We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
- Ownership: Equity for all employees, including new hire and refresher grants.
- Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
- Growth: Company-paid professional coaching for all employees.
- Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
What happens next
We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.
We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Come join us!
We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.