Salesforce & Business Systems Engineer

Betterment • New York City, NY

8h • $125,000 - $145,000 • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• Salesforce certifications are highly desired

Responsibilities

• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed