Strategic Sales Manager

4 weeks ago

New York, United States Betterment Full time

**Strategic Sales Manager**

at Betterment Betterment HQ - New York City ****About Betterment:****

Betterment for Advisors is a leading digital-first wealth management platform. By combining our technology with an advisor's personal touch, we are reimagining what's possible in wealth management. Our automated, tax-efficient portfolio management, paperless back office, and intuitive user experience empower advisors to grow their businesses and build deeper client relationships. Hundreds of firms trust Betterment for Advisors to custody and manage client assets. For more information visit

****About the Role:****

We are seeking a proven Sales Executive to join our team. In this role, you will not only be responsible for owning the sales process from start to finish, you will also nurture new firm relationships to drive net new assets to B4A.

You are a tech-savvy strategic seller who is passionate about working with decision-makers to implement best in class technology to improve the way that they invest and manage client assets. This position will be based in NYC, reporting to our Sales Manager and will focus on generating new business from the wealth management segment, representing Betterments advisor sold solution.

This role is not remote eligible. We are looking to hire this role in our NYC office location.

****A Day in the Life:****

* Own full sales lifecycle, from prospecting to close of business, exceeding new client acquisition targets

* Foster relationships with new clients driving adoption of the B4A platform and onboarding net new assets to Betterment

* Own outbound sales efforts via email and phone to develop and convert sales qualified leads

* Ensure effective and consistent pipeline tracking through Salesforce, Hubspot, and other sales reporting tools

* Collaborate with product and marketing to incorporate the voice of the client into product development and relevant industry content

****What Were Looking For:****

* 5-6 years of sales experience in a quota carrying role

* Proven track record of meeting and exceeding company revenue targets

* Experience in financial services and/or wealth management industries

* Self starter who excels in a start-up environment; ability to wear multiple hats

* Excellent verbal and written interpersonal skills, and the ability to deliver professional and persuasive presentations

* Curiosity and interest in fintech especially in B2B space

* Strong analytical skills and demonstrated ability to apply those skills to improve selling outcomes

* Proficiency in Salesforce, GSuite, Microsoft Office

****What Being at Betterment Means for You:****

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, and continuing on a journey of non-stop growth and evolution.

**Youll join a Community that Cares:**

* Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, and celebrations.

* Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, and regular knowledge sharing, all occurring in a remote friendly way.

* Join one or more of our 8 Employee Resource Strategy Groups as a member or an ally, and help us shape Betterments culture and product for years to come.

**Youll stay Happy and Healthy:**

* We will ensure you're set up and cared for with a customizable workstation, enrollment in our 401(k) service, benefit packages that fit your needs (infertility and World Professional Association for Transgender Health approved benefits available), flexible parental leave, annual gym reimbursements and a whole suite of thoughtful benefits.

* Youll have unlimited paid personal and vacation days, and a team that cares about your whole life, not just what youre working on.

**Youll Learn & Grow:**

* Enhance your skills and abilities through Betterment University courses and additional allowance for outside learning.

* As part of a team that values knowledge sharing and transparency you can opt into mentoring and career coaching programs, weekly company meetings, and show & tells.

*Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to* *interview.accommodations@betterment.com*

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application.

Throughout the interview process, well look to learn more about your skills, experiences, capabilities, and motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process.

On average, it takes us around 2-3 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision.

Please note that were unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, and our hiring team simply doesnt have the bandwidth to offer personalized feedback to each candidate.

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support and advocate for you through the interview process, so please let us know how we can help.

****Come join us****

*Were 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.*

***#LI-Remote #BI-Remote***

Location (City) *

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