Senior Commercial Operations & Deal Desk Manager

• Betterment is looking for a Senior Manager, Commercial Operations & Deal Desk to serve as the execution arm of our Revenue Operations team, reporting to the Senior Director, Head of Revenue Operations
• As our commercial engine grows, you’ll own our Revenue Operations processes (spanning supporting our go-to-market and post-sales teams) and own Deal Desk and Promotions
• This role calls for someone who thinks like a process owner first: you are someone who notices friction and inefficiency before anyone flags it, and is motivated to design it out of the system rather than work around it
• You’ll map how work actually flows across those handoffs today and redesign it so it holds up as we scale, including partnering with our Business Systems & Tools team, who own the technical build
• Deal Desk and promotions carry real dollar and margin impact, so you’ll be trusted to partner with Sales, Finance, and Legal and make judgment calls without every decision being checked
• This is a high-visibility individual contributor role for an operator who wants real autonomy and wants a direct, dollar impact on Betterment’s growth
• Own the operational process and design for our commercial workflows end to end across Sales, Marketing, and Customer Experience - from lead handoff, through approvals and contracting, to onboarding and renewal
• Manage deal desk decisions - from structuring deals / pricing, to reviewing and approving Statements of Work, to conducting monthly audits to ensure complete consistency between opportunity records
• Own promotion development and operationalize pricing end to end - designing the offer, aligning stakeholders, and driving execution across Sales, Finance, and Legal
• Partner closely with Betterment’s Revenue Operations Enablement function on rollout of new deal structures, promotions, and process changes to the stakeholders you support

• Compensation & Ownership:
  Competitive, benchmarked salary. Equity for everyone, including new hire, performance, and refresher grants.
• Retirement: 401(k) match from day one, including Student loan matching. Zero management fees.
• Health & Wellbeing:
  Comprehensive medical, dental, and vision coverage. One Medical membership. Fertility and LGBTQIA+ transition support.
• Time Away:
  Flexible time off. Paid parental leave for all parents. Four-week sabbatical in year six.
• In-Office Culture & Flexibility:
  An in-person, collaborative culture, with no required office days during the summer and winter holidays.
• Growth & Development:
  Free Coaching for everyone and continuous development.
• Community & Care:
  Chef lunches, guest speakers, company gatherings, heritage celebrations, and seven Employee Resource Groups.
• Employee Support:
  Dedicated benefits advocate and EAP access.

A bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny. Strong working knowledge of Salesforce and other go-to-market systems / tooling

Hands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building workflows that scale with growth

Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting

Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights

Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment

Comfortable operating with real decision-making autonomy. Prior people management experience is a plus; this role is an individual contributor to start, with the path to people management

Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset

Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders