Salesforce & Business Systems Engineer

About Betterment

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease . We’re headquartered in NYC and offer hybrid NY-based positions (Four days/ week in-office).

About The Role

We’re looking for a consultative, business minded Business Systems & Tools individual contributor who pairs strong technical depth with a RevOps mindset. This role goes beyond system administration or ticket fulfillment - you’ll operate as a trusted partner to our GTM organization, helping Sales, Marketing, and Customer Experience translate complex business problems into scalable system and process solutions.

As a Salesforce & Business Systems Engineer you’ll be accountable not only for how systems are built, but why - ensuring solutions improve workflows, strengthen integrations, enable data-driven decision-making, and ultimately drive B2B growth within your scope of ownership. This role is ideal for someone who thrives in ambiguity, enjoys problem solving with stakeholders, and sees systems as a lever for business impact.

This role is based out of our NYC office. Below we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.

• New York City: $125,000- $145,000

We offer a competitive equity package, health, dental and vision benefits, life and AD&D, short-term and long-term disability insurance, EAP, commuter and parking benefits FSA/HSA, and 401(k) with employer match as well as a flexible PTO policy. This job may also be eligible for variable compensation in the form of a company incentive bonus. For jobs based out of our NYC HQ, we require in office attendance Monday through Thursday, weekly.

A day in the life

• Act as a consultative partner to key B2B stakeholders by helping frame problems, identifying patterns, risks, and opportunities across systems, data workflows, and recommending pragmatic scalable solutions
• Oversee integrations across core systems, proactively auditing and refining them to support accurate, up-to-date workflows and functionality.
• Partner with stakeholders to deeply understand business problems, define success criteria, and translate needs into scalable system designs and implementations
• Enable effective system adoption by creating and maintaining clear documentation, best practices, and enablement material; and support onboarding for new hires on Salesforce and other relevant internal tools
• Serve as a system administrator and provide day-to-day support for Salesforce and related business systems, such as user access, account maintenance, reports, workflows, and permissions
• Continuously develop your skills and domain knowledge through self-directed learning, training, and industry resources, applying new insights to improve systems and ways of working.

What We’re Looking For

• Strong proficiency in Salesforce administration: managing user profiles, roles, permissions, and security settings; customizing and configuring Salesforce objects, fields, layouts, workflows, and reports; and utilizing Salesforce declarative development tools such as Flow and Lightning App Builder
• Experience owning business systems in B2B/SaaS organizations, with a focus on supporting GTM teams and processes
• Strong consultative mindset with demonstrated ability to influence stakeholders, ask the right questions, and co-create solutions in ambiguous environments
• Proven cross-functional partnership with business stakeholders such as sales, client success, and servicing teams; able to gather business requirements, analyze processes, and identify opportunities for system enhancement and automation
• Experience with integrating Salesforce to other business applications, with an understanding of integration design, data flow, and system dependencies
• Familiarity with marketing automation tools, preferably HubSpot
• Familiarity with Apex programming language, Visualforce, and Lightning Components
• Proven ability to independently own projects
• Solid data literacy, including the ability to interpret and validate data across systems to support reporting and analysis
• Hands-on experience building and/or supporting reports and dashboards (e.g., Salesforce reports/dashboards or downstream BI tools)
• Excellent verbal and written communication skills
• Salesforce certifications are highly desired

What Being At Betterment Means For You

We change lives

Join a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission: making people's lives better.

We set audacious goals

We set them for the company, our customers, and ourselves—and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We Invest In You With

• A competitive suite of benefits, including: medical, dental, and vision insurance; life and AD&D insurance; STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits; and generous parental leave.
• Flexible paid time off (and encouragement to use it!)
• Meaningful opportunity for community building through our 7 Employee Resource Groups
• Empowerment to own and lead change and affect the business
• Dedicated professional development opportunities
• Lunch from our in-house chef at our NYC headquarters

What Happens Next

We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

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

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

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.

E-Verify Statement

Betterment participates in E-Verify. We will provide the Social Security Administration, and if necessary, the Department of Homeland Security, with information from each new employee’s Form I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.

E-Verify Notice

E-Verify Notice (Spanish)

Right to Work Notice

Right to Work Notice (Spanish)

CPRA Language - CA Applicants ONLY

We collect and store personal information for the purposes of candidate tracking (for this role and future opportunities). The information you provide in the course of completing your application will be kept for up to 24 months. We use tools provided by third-party service providers but do not share candidate information for any purpose other than for recruiting. To access the data that is collected, request deletion or to make updates to your candidate profile, please email [email protected] .