Betterment
Revenue Operations Manager - Revenue Planning & Insights
$120K–$160K
Betterment HQ - New York City +1 · Manager · Full-time · Posted Sep 8, 2026
- Location
- Betterment HQ - New York City
61 West 23rd Street, Fifth Floor, New York, New York - Experience
- At least five years in a listed function or a highly analytical operating role.
About the job
Builds and improves revenue planning, forecasting, reporting, and AI-enabled systems to help go-to-market leadership make decisions and operate more efficiently.
What you'll do
- Build and improve reporting infrastructure, data models, dashboards, and forecasting processes; partner with teams to resolve upstream CRM or data-quality issues.
- Lead QBR analyses and present findings to leadership; support revenue planning, quota and target setting, and complex business investigations.
- Develop AI-assisted internal tools and scalable workflows, and translate business needs into requirements for partner teams.
What they ask for
- At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, Business Operations, or a highly analytical operating role.
- SQL fluency and experience handling large, complex datasets.
- Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.
- Hands-on experience with Salesforce data and experience building reports and dashboards with BI tools.
Nice to have
- Python or other GTM tooling, such as Clay.
Pay
$120,000 - $160,000 USD base salary
Tools
SQL, Salesforce, Tableau, Python, Clay
AI focus
Use AI tools and agentic AI workflows to accelerate analysis, problem-solving, and development; build AI-assisted tools, account scoring and research logic, and automations.
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