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Sales Executive

| Greater NYC Area

Sale Executive

About the right team member:

You’re a driven self-starter that is passionate about change. You always rise to a challenge and are creative in your problem solving, focused on finding the best solutions. You're excited to join a new and growing team with big goals to drive major change in the retirement plan market. This position will be based in NYC reporting to the Head of Sales and focused on generating new business through institutional-level sales to the C-Suite representing Betterment for Business 401k’s solutions.

At Betterment you will get to:

  • Meet and exceed revenue goals by intelligently leading and managing the sales activities to targeted prospects within your territory.
  • Practice thoughtful discovery, understand prospects compelling events, critical success factors, buying and decision criteria.
  • Articulate the path to closure and key tactical steps for each account, from prospecting to closing .
  • Work closely with relationship management partners to ensure smooth and successful client on-boarding.
  • Ensure effective and consistent use of Salesforce to accurately track selling and buying activities, pipeline velocity, client interaction and feedback and forecasting of results.
  • Possess an attitude of collaboration and relationship-building both within and outside of the company.
  • Provide the voice of the client and industry to marketing and product management to drive go-to-market activities and product development roadmap.
  • Be a recognized presence in industry associations, with a focus on continual learning of industry drivers and trends.

You will be effective if you have:

  • Five to ten years of sales experience 
  • Prior experience selling 401k solutions is highly valued
  • Stellar sales track record of exceeding revenue targets as well as a willingness to be hands-on and build long-term client relationships
  • Strong initiative and flexibility, excellent long-range planning, effective organization and time-management skills are all essential for success in this role
  • Excellent verbal and written interpersonal skills are necessary, as is the ability to deliver professional and persuasive presentations
  • Proficiency in Salesforce, GSuite, Microsoft Office

About Betterment

Betterment is the largest independent online financial advisor with more than $17 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 400,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business.  .

Come join us!  Click Here to Apply!

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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Technology we use

  • Engineering
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PHPLanguages
    • PythonLanguages
    • RLanguages
    • RubyLanguages
    • ScalaLanguages
    • SqlLanguages
    • SwiftLanguages
    • jQueryLibraries
    • jQuery UILibraries
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    • ReduxLibraries
    • AngularJSFrameworks
    • DjangoFrameworks
    • Ember.jsFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • SpringFrameworks
    • CassandraDatabases
    • MySQLDatabases
    • PostgreSQLDatabases


We're centrally located in Manhattan right next to Madison Square Park. Enjoy all the great eats and a nice stroll around the park.

What are Betterment Perks + Benefits

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Pair programming
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Wellness Programs
Team workouts
Acme Co.'s team fitness initiatives include In-office yoga, In-office fitness classes, Sponsored race teams.
Retirement & Stock Options Benefits
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Some Meals Provided
We provide free breakfast on Monday. Employees get free lunch on Wednesday, Friday.
Happy Hours
Happy hours are hosted Once per week.
Pet Friendly
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Customized development tracks
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