Strategic Sales Manager

Summary

Join Betterment at Work as an Advisor Sales Manager and lead sales efforts within a defined territory. You will introduce our award-winning 401(k) retirement product to advisors, managing the full sales cycle from prospecting to closing. This remote role requires experience in financial services or B2B tech sales, specifically selling to financial advisors within the retirement industry. You'll need a proven track record of exceeding targets and a desire to build a new business vertical. Betterment offers a competitive compensation package including base salary, commission, equity, and comprehensive benefits.

Requirements

• Sales experience working in Financial Services or B2B tech sales selling to Financial Advisors
• Experience in the retirement industry and building relationships with retirement specialists
• Curiosity and interest in financial products and retirement planning
• A consistent track record of exceeding targets
• Desire to build a new business vertical, iterating on processes and collaborating with shared teams
• High energy and willingness to learn
• Self motivated and adaptable to change

Responsibilities

• Own a sales territory to grow Betterment’s retirement platform by partnering with Financial Advisors to increase sales of retirement plans
• Own the full sales cycle from prospecting to close for the Advisor’s retirement plan business
• Travel in territory (25%) to deepen relationships with top advisors and maximize sales outcomes
• Partner internally with Business Development Representatives to source and close new Advisor relationships
• Create opportunities from new business referrals, educating prospects and developing strategies for Betterments products
• Conduct discovery and online demonstration calls, managing the entire sales cycle to closing deals and selling the value of Betterment products
• Meet and exceed Bookings goals
• Ensure effective and consistent use of Salesforce, Groove, Gong and other sales tools

Preferred Qualifications

Experience with sales technology stack- Salesforce, Groove, Gong- a plus

Benefits

• Competitive equity package
• Health, dental and vision benefits
• 401(k) offering with employer match
• Flexible PTO policy
• Variable compensation in the form of a commission bonus
• 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
• 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