About Betterment:

401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Betterment LLC and Betterment Securities are affiliates of Betterment for Business LLC.

About the Role: Betterment for Business is an award winning 401(k) solution that works as hard for your money as you work to earn it. As part of the 401(k) offering, Betterment for Business works with retirement Advisors who specialize in 401(k) plan management, allowing them to deliver the Betterment 401(k) to their clients. We are currently looking for a Client Success Manager to establish and grow relationships with these Advisors. In this role you will work directly with our advisors to deliver a seamless experience to them and their end clients. This role will help to identify areas of opportunity to empower our advisors and assist in developing solutions for long term support and expansion of these client relationships. You are experienced in bringing top quality service to enterprise clients and have experience working in the financial services or fintech industry. This CSM role is an integral role on our Betterment for Business team and will work cross functionally with sales, product, and other teams within the organization to help drive results for our valued clients.

This role is remote eligible. We are hiring in all states except CO.

A Day in the Life: 

• Engage and expand the growing book of business for the Advisor client segment ● Align with advisors on the outcomes they are trying to achieve for their clients and assist in outlining a roadmap for success 
• Partner directly with our Advised 401(k) sales executives to help streamline client onboarding experience and increase repeat business from advisors 
• Deliver expertise, education, and guidance to advisor clients 
• Anticipate client risks and strategize ways to help mitigate churn 
• Help identify areas of opportunity to enable Betterment for Business’ Advised 401(k) clients 
• Contribute to a cross functional workplace by working alongside product, marketing, and sales to help focus other departments on VOC (voice of customer) 

What We’re Looking For: 

• Relevant experience in a Client Success/Account Exec/Advisor role (or similar) managing enterprise clients for a B2B SaaS or financial services company
• Must have experience in financial services or fintech (experience with retirement services, or financial advisory services is preferred) 
• Excellent communication skills, including client facing verbal, written, and presentation abilities 
• Experience providing feedback to product and engineering organizations to help boost voice of the customer 
• Enthusiasm for a client driven organization and environment 
• Ability to lead solutions oriented conversations and provide direction through thoughtful communication
• Experience with Salesforce is a plus

What Being at Betterment Means for You: 

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, and continuing on a journey of non-stop growth and evolution.

You’ll join a Community that Cares: 

• Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, and celebrations. 
• Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, and regular knowledge sharing, all occurring in a remote friendly way. ● Join one or more of our 8 Employee Resource Strategy Groups as a member or an ally, and help us shape Betterment’s culture and product for years to come. 

You’ll stay Happy and Healthy: 

• We will ensure you're set up and cared for with a customizable workstation, enrollment in our 401(k) service, flexible parental leave, annual gym reimbursements and a whole suite of thoughtful benefits. 
• You’ll have unlimited paid personal and vacation days, and a team that cares about your whole life, not just what you’re working on. 

You’ll Learn & Grow: 

• Enhance your skills and abilities through Betterment University courses and additional allowance for outside learning. 
• As part of a team that values knowledge sharing and transparency you can opt into mentoring and career coaching programs, weekly company meetings, and show & tells. 

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to [email protected] 

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application. 

Throughout the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process. 

On average, it takes us around 4-6 weeks to complete the interview process. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision. 

Please note that we’re unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, and our hiring team simply doesn’t have the bandwidth to offer personalized feedback to each candidate. 

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support and advocate for you through the interview process, so please let us know how we can help.

Come join us! 

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.

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