Revenue Operations Manager - Revenue Planning & Insights
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 (AI-assisted tooling, account scoring, automating manual work). The ideal candidate possesses strong analytical skills, a systems mindset, comfort with ambiguity, and a proactive approach to problem-solving and adoption. This role is based in the NYC office.
Requirements
- At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or 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: anticipate edge cases, understand downstream impacts, and design scalable solutions.
- Fluency with modern AI tools to accelerate analysis, problem-solving, and development.
- Strong analytical instincts and business judgment.
- Executive-ready communication skills.
- Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.
- Hands-on experience working with Salesforce data.
- 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 teams to fix upstream CRM design, process, or data quality issues at the source.
- Own QBR processes, including analyses using large, complex datasets and presenting findings and recommendations 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 with no established playbook, determining the right data, methodology, and level of analysis.
- Build internal tools using AI-assisted development, balancing speed with accuracy, maintainability, and security.
- Architect solutions by translating business problems into clear requirements, decision logic, and success criteria, and driving execution with partner teams.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life and AD&D insurance
- Short-term disability
- Long-term disability
- Infertility support
- WPATH-aligned transgender health benefits
- Employee Assistance Program (EAP)
- Transit benefits
- FSA options
- HSA options
- Equity for all employees
- Flexible paid time off
- Paid parental leave
- Fully paid four-week sabbatical in your sixth year
- Company-paid professional coaching for all employees
- Day-one 401(k) match
- Matching on qualified student loan payments
- Company incentive bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
