- We’re hiring an analyst and builder for our Revenue Operations team to be a force multiplier for our go-to-market organization. Sometimes that means tackling a question with no playbook yet. Sometimes it means running an established process and improving it as you go
- You’ll take on ambiguous, high impact questions and turn them into clearly defined problems, design the right solution, and drive it through build, adoption, and continuous improvement
- The role has three modes. First, you’ll drive the analytical core: forecasting, executive reporting, revenue planning, QBR-grade analyses over large datasets, quota and target analytics, and the models that support forecasting and planning. You’ll present your own work directly to leadership and translate complex business questions into actionable insights
- Second, you’ll build net-new systems: internal tools, data models, and reporting infrastructure that teammates then run and scale. That includes planning models, dashboards, and operational workflows that make the business more efficient over time
- Third, you’ll make Revenue Operations more leveraged with AI, whether that’s building AI-assisted tooling, designing account scoring and research logic in our go-to-market stack, or automating work that shouldn’t be manual. You’ll constantly look for more opportunities to increase leverage across the organization
- Build and continuously improve our reporting engine end to end, from the data models and infrastructure underneath to the reporting and forecasting rhythms that help leadership understand business performance, risks, and opportunities. When an issue traces back to upstream CRM design, process, or data quality, partner with the right teams to fix it at the source
- Own QBR processes, including analyses using large, complex datasets and present your findings and recommendations directly to go-to-market leadership
- Contribute to revenue planning, quota and target setting: including capacity-based quota analysis, attainment and distribution analysis, and repeatable quarterly target-update processes
- Investigate complex business questions with no established playbook. You’ll determine the right data, methodology, and level of analysis needed to produce a decision-ready answer
- Build internal tools using AI-assisted development, balancing speed with accuracy, maintainability, and security without over-engineering
- Architect solutions you may not build yourself: translate business problems into clear requirements, decision logic, and success criteria, then drive execution with Business Systems, Data Engineering, and other partner teams
- Experience building reporting and dashboards with BI tools such as TableauExecutive-ready communication skills – you can confidently present your own analysis to senior leadershipHands-on experience working with Salesforce data — reports, objects, and the data structures underneath themAt least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating roleA systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarterFluency with modern AI tools to accelerate analysis, problem-solving, and development – ou’re comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problemNice to have: Python or other GTM tooling, such as ClayExperience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processesInvestigate open-ended business questions, determining the right data, methodology, and solutionSQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of recordStrong analytical instincts and business judgment – you optimize for the objective behind the ask, not the ask itself
Benefits
- 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.
You ask why until you understand the business objective behind a request, you design solutions that scale beyond the first use case, and you already use AI to build and move faster than your job title suggestsYou’re naturally curious about how AI can improve the way work gets done, but you know technology is only valuable when it solves a real business problemAnd you finish: to you, work is done when it’s adopted, documented, and running without you, not when the analysis is shippedThe ideal candidate combines strong analytical horsepower with a systems mindset and genuine comfort with ambiguityExperience building reporting and dashboards with BI tools such as TableauExecutive-ready communication skills – you can confidently present your own analysis to senior leadershipHands-on experience working with Salesforce data — reports, objects, and the data structures underneath themAt least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating roleA systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarterFluency with modern AI tools to accelerate analysis, problem-solving, and development – ou’re comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problemNice to have: Python or other GTM tooling, such as ClayExperience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processesInvestigate open-ended business questions, determining the right data, methodology, and solutionSQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of recordStrong analytical instincts and business judgment – you optimize for the objective behind the ask, not the ask itself
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Revenue Operations Manager (Revenue Planning & Insights) employer: Betterment
Betterment is an exceptional employer that fosters a collaborative and innovative work culture, particularly for the Senior Program Manager role in Business Systems & Tooling. With a strong emphasis on employee growth through free coaching and continuous development opportunities, Betterment also offers competitive compensation, flexible time off, and a supportive environment that values work-life balance. Located in a vibrant area, employees enjoy a range of benefits including comprehensive health coverage and engaging community events, making it a rewarding place to build a meaningful career.