Full-Time

Business Development Representative

Updated on 5/8/2024

Betterment

Betterment

201-500 employees

Automated investing and savings platform

Data & Analytics
Financial Services

Entry, Junior, Mid

New York, NY, USA

Required Skills
Sales
Communications
Cold Calling
Salesforce
Marketing
Requirements
  • No experience necessary, 1-2 years of recent sales experience preferred
  • B2B tech/SaaS sales experience as an SDR/BDR is a plus
  • Curiosity and interest for financial products and retirement planning
  • Demonstrated track record of high performance
  • Experience with cold calling/emailing
  • Ability to give and receive feedback
  • Strong oral and written communication skills
  • Relentless pursuit of success
  • Experience with sales technology stack like Outreach and Salesforce is a plus
Responsibilities
  • Generating new opportunities using outbound tactics
  • Identifying, targeting, and nurturing potential outbound opportunities
  • Understanding the needs of prospects and communicating them clearly
  • Articulating Betterment’s value proposition to prospects
  • Meeting and exceeding meetings set and held goals
  • Ensuring effective use of Salesforce
  • Providing feedback to drive process improvements
  • Providing insights to drive marketing and product roadmaps

Betterment offers automated investing with expert-built portfolios and a high-interest cash account, utilizing low-cost ETFs and adjustable risk profiles for long-term financial needs, as well as a transparent fee structure for investing and savings. The app also provides goal-setting and planning tools, automatic deposit and trading features, and rewards on everyday spending to help users grow their money and maximize their savings.

Company Stage

Series F

Total Funding

$448M

Headquarters

New York, New York

Founded

2010

Growth & Insights
Headcount

6 month growth

6%

1 year growth

10%

2 year growth

5%