Revenue Operations Manager - Revenue Planning & Insights

Betterment•New York City, NY

7d•Hybrid

About The Position

Betterment is seeking an analyst and builder for its Revenue Operations team to act as a force multiplier for the go-to-market organization. This role involves tackling ambiguous, high-impact questions, defining problems, designing solutions, and driving them through build, adoption, and continuous improvement. The role operates in three modes: driving the analytical core (forecasting, executive reporting, revenue planning, QBR-grade analyses, quota and target analytics), building net-new systems (internal tools, data models, reporting infrastructure), and leveraging AI to enhance Revenue Operations efficiency through AI-assisted tooling, account scoring, and automation. The ideal candidate possesses strong analytical skills, a systems mindset, comfort with ambiguity, and a proactive approach to problem-solving and technology adoption. The role emphasizes driving solutions to adoption and ensuring they are documented and self-sustaining. This position is based in the NYC office.

Requirements

At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, Business Operations, or a highly analytical operating role.
Ability to investigate open-ended business questions, determining the right data, methodology, and solution.
SQL fluency and comfort handling large, intricate datasets.
A systems mindset, anticipating edge cases, understanding downstream impacts, and designing scalable solutions.
Fluency with modern AI tools to accelerate analysis, problem-solving, and development, including comfort with agentic AI workflows and critical evaluation of outputs.
Strong analytical instincts and business judgment.
Executive-ready communication skills, with the ability to confidently present analysis to senior leadership.
Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.
Hands-on experience working with Salesforce data (reports, objects, data structures).
Experience building reporting and dashboards with BI tools such as Tableau.

Nice To Haves

Python or other GTM tooling, such as Clay.

Responsibilities

Build and continuously improve the reporting engine end to end, including data models, infrastructure, and reporting/forecasting rhythms.
Partner with relevant teams to address upstream CRM design, process, or data quality issues.
Own QBR processes, including conducting analyses on large, complex datasets and presenting findings to go-to-market leadership.
Contribute to revenue planning, quota, and target setting, including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update processes.
Investigate complex business questions without an established playbook, determining the appropriate data, methodology, and analysis level.
Build internal tools using AI-assisted development, focusing on speed, accuracy, maintainability, and security.
Architect solutions by translating business problems into clear requirements, decision logic, and success criteria, and driving execution with partner teams like Business Systems and Data Engineering.