Simplify Logo

Full-Time

K – Client Success Manager

Confirmed live in the last 24 hours

Betterment

Betterment

201-500 employees

E-commerce platform for branded lifestyle products

Consumer Software
Consumer Goods

Compensation Overview

$95k - $105kAnnually

+ Equity Package + Incentive Bonus

Mid

New York, NY, USA

Hybrid position requiring in-office attendance Tuesday through Thursday, three days a week.

Category
Customer Success
Customer Success & Support
Required Skills
Sales
Marketing
Requirements
  • 4+ years of experience in a Client Success or Account Management role managing a book of business of SMB or Mid-market accounts aligned to helping clients achieve 401(k) plan goals and objectives
  • Proven ability to retain clients through risk mitigation, goal alignment, and helping Plan Sponsors maximize their products and offerings
  • Proven ability to grow client relationships and maximize revenue
  • Effective client stakeholder management ranging from HR Operations all the way up to resonating with VP and C-Suite level
  • Excellent communication skills including the ability to present to broad audiences on complex topics like retirement and other financial subjects
  • Enthusiasm for a client driven organization and environment
  • Experience in retirement services and 401(k) administration is required
Responsibilities
  • Delight and retain a scaled book of business for our key advisor clients and plan sponsors
  • Serve as day-to-day contact for plan inquiries and issues ensuring to resolve things in a timely manner
  • Align with clients on the retirement and financial outcomes they are trying to achieve for their employees and assist in outlining a roadmap for success
  • Deliver retirement plan expertise, education, and guidance to clients and their employees
  • Drive participation within your client’s plan focusing on: educational sessions, key collateral to influence rollovers, and thoughtful 401(k) plan design
  • Anticipate client risks and strategize ways to mitigate churn
  • Uncover opportunities to expand the client’s usage of Betterment’s suite of offerings
  • Contribute to a cross functional workplace by working alongside Product, Marketing, Engineering, Compliance and Sales teams to help focus other departments on VOC (voice of customer)
  • Perform regular strategy sessions with clients to stay on top of their goals and objectives

Betterment operates an online retail platform that specializes in selling branded apparel, accessories, and gifts. The company designs a variety of products, including t-shirts, hoodies, onesies, beanies, mugs, and tote bags, all aimed at promoting a positive lifestyle and happiness. Customers can purchase these items directly from Betterment's website, where products are listed at regular and sale prices, making them accessible to a wide audience. Unlike many competitors, Betterment focuses on creating a unique brand identity that resonates with individuals who appreciate lifestyle-oriented merchandise. The goal of Betterment is to attract a diverse clientele and encourage a pursuit of happiness through its products.

Company Stage

Series F

Total Funding

$448M

Headquarters

New York City, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

4%

1 year growth

13%

2 year growth

8%
Simplify Jobs

Simplify's Take

What believers are saying

  • Betterment's diverse product range and positive branding can attract a wide customer base, potentially leading to high sales volumes and profitability.
  • The company's focus on promoting happiness and well-being through its products can create a loyal customer base that resonates with its message.
  • Economies of scale can lead to increased profitability as sales volumes grow, benefiting both the company and its employees.

What critics are saying

  • The competitive nature of the e-commerce market means Betterment must continuously innovate to stay ahead of rivals.
  • Relying on direct sales for revenue can be risky if there are fluctuations in consumer demand or economic downturns.

What makes Betterment unique

  • Betterment's focus on branded lifestyle products that promote happiness sets it apart from other e-commerce platforms that may not have such a clear, positive message.
  • The company's ability to offer a wide range of products, from apparel to accessories and gifts, allows it to cater to a diverse customer base, unlike more specialized competitors.
  • Betterment's direct sales model and occasional sale pricing make its products accessible to a broad audience, enhancing its competitive edge in the online retail market.

Help us improve and share your feedback! Did you find this helpful?