Full-Time

Account Executive

Partnerships, Texas Region

Posted on 3/22/2024

Betterment

Betterment

201-500 employees

Automated investing and savings platform

Financial Services
Data & Analytics

Senior

Remote in USA

Required Skills
Sales
Communications
Salesforce
Marketing
Requirements
  • 5+ years of sales experience working in B2B tech/SaaS sales
  • Experience in payroll/HCM sales is highly desirable
  • Curiosity and interest in financial products and retirement planning
  • Demonstrated track record of high performance
  • Ability to grasp and communicate complex financial concepts
  • High energy and willingness to learn
  • Self-motivated and adaptable to change
  • Strong communication skills
  • Experience with sales technology stack like Outreach and Salesforce
Responsibilities
  • Build strong relationships with existing and new strategic partnership sales resources
  • Focus on meeting and exceeding sales goals and objectives
  • Manage a lead funnel, assisting prospects with email, chat, and phone correspondence
  • Conduct discovery and online demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
  • Develop relationships with all levels of the Partner organizations to maximize sales opportunities
  • Ensure effective and consistent use of Salesforce
  • Provide 'voice of the client, partner and industry' to marketing and product management to drive roadmaps
  • Regional travel expectations of 20-40% of your time

With a focus on democratizing investing through automated, expert-built portfolios and high-interest cash accounts, this company is an attractive place to work for those who value transparency and efficiency in financial solutions. Employees have the opportunity to contribute to cutting-edge financial tools that offer adjustable risk profiles and reward users for everyday spending, reflecting a commitment to both technological advancement and user-centric innovation in the financial industry.

Company Stage

Series F

Total Funding

$448M

Headquarters

New York, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

5%

1 year growth

10%

2 year growth

4%
INACTIVE