Account Executive - Partnerships

Summary

Join Betterment, a leading financial services company, as a Partner Account Executive specializing in health insurance brokers. This role focuses on building strategic partnerships, generating qualified leads, and co-selling deals to achieve booking targets. You will be responsible for the full partner sales cycle, managing pipeline in Salesforce, and mastering Betterment's product offerings. This remote-eligible position requires travel for industry events and meetings, and offers a competitive compensation package including base salary, commission, equity, and comprehensive benefits.

Requirements

• 5+ years of partner sales experience, particularly in B2B SaaS and health insurance broker adjacent industries, i.e., payroll/HCM, retirement services, general agencies, etc.)
• Proven track record of exceeding bookings targets (top 10% of sales orgs)
• Previous experience managing, activating, and co-selling with health insurance partners required
• SPICED or similar sales framework experience required

Responsibilities

• Activate new and assigned health insurance brokers to drive meaningful sales outcomes
• Develop strong, trusting relationships with partners across all customer-facing role levels to maximize lead flow
• Own the full partner sales cycle from lead generation to prospecting to close stages as strategic seller
• Manage pipeline in Salesforce to ensure forecast accuracy on both monthly and quarterly basis
• Master Betterment product offering and understand our marketplace trends and competitor landscape to deliver tailored sales presentations
• Close business to meet and exceed bookings targets
• Leverage Betterment’s sales tech stack to create process efficiencies
• Travel (25%) required for industry, vertical, and partner-related events and meetings

Preferred Qualifications

• Experience with Betterment sales tech stack a plus, i.e., Salesforce, Outreach, LinkedIn Sales Navigator, Sendoso, Gong, ChatGPT, etc
• Rolodex of health insurance partners and contacts preferred
• Curiosity and interest in financial products and retirement planning with retirement industry experience a plus
• Desire to build a new business vertical, iterating on processes and collaborating with direct and cross-functional teams
• Ability to thrive in fast paced environment
• High energy and self-motivated with strong verbal and written communication skills

Benefits

• 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 three days a week at our NYC headquarters