Full-Time

Account Executive

Posted on 4/7/2024

Betterment

Betterment

201-500 employees

Automated investing and savings platform

Data & Analytics
Financial Services

Compensation Overview

$85,000 - $97,500Annually

+ Commission + Equity + Variable Compensation

Senior, Expert

Remote in USA

Required Skills
Sales
Communications
Salesforce
Marketing
Requirements
  • 5+ years of sales experience working in B2B tech/SaaS sales and co-selling with Partner field sales resources, managing a lead funnel
  • 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 - you will collaborate with our sales team to drive process improvements
  • Experience with sales technology stack like Outreach and Salesforce
Responsibilities
  • Build strong relationships with existing and new strategic partnership sales resources to drive meaningful sales outcomes (leads and opportunities created)
  • 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

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

6%