Betterment

Sr. Manager, Channel Partnerships

Betterment$170K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7+ years of experience in partnerships, channel sales, or business development, ideally in B2B SaaS or fintech sectors.
  • Proven success in generating qualified pipeline and revenue through referral and co-selling partnerships.
  • Strong ability to manage partnerships through the entire lifecycle, from prospecting to growth.
  • Excellent relationship-building skills with an executive presence for effective collaboration across organizations.
  • Data-driven, organized, and skilled in pipeline management, forecasting, and Salesforce usage.

Responsibilities

  • Source, negotiate, and sign new channel partners in priority verticals.
  • Develop joint go-to-market plans with partners, including team mapping and referral paths.
  • Coordinate partner activation and onboarding after the contract is signed.
  • Drive introductions and co-selling activity with partner leaders and reps.
  • Manage partner pipeline and report progress to leadership using Salesforce.
  • Align strategic deals by coordinating cross-functional execution with internal teams.
  • Gather feedback from partners to inform business roadmap and channel strategy.

Benefits

  • Comprehensive medical, dental, and vision coverage; life and AD&D insurance; and disability support.
  • Equity opportunities for employees through grants.
  • Flexible paid time off, including paid parental leave and a four-week sabbatical after six years.
  • Access to professional coaching paid for by the company.
  • 401(k) matching from day one plus matching on qualified student loan payments.
Full Job Description
About the Role:

The Senior Manager, Channel Partnerships role will be vital in executing our partnerships go-to-market motion focused on co-selling and referral partners for our Betterment at Work business line. This role will own a partnership's channel and be responsible for acquisition, contracting, onboarding, and enablement. The role will collaborate deeply with sales leadership, marketing, RevOps, legal and finance.

This role is based in NYC. Below, we've reflected the base salary range we would offer for this position. Actual salaries may vary depending on factors including but not limited to experience and performance. The range listed is just one component of Betterment's total compensation package for employees.
  • New York City: $170,000 - $180,000 + Bonus

This job may also be eligible for variable compensation in the form of commission.
A Day in the Life:
  • Source, negotiate, and sign new channel partners in priority verticals for Betterment at Work.
  • Build joint go-to-market plans with each partner, team mapping, referral paths, rep incentives, and success metrics.
  • Lead partner activation after signature by coordinating onboarding, training, launch materials, and internal handoffs.
  • Work directly with partner leaders and frontline reps to drive introductions, co-selling activity, and qualified pipeline.
  • Manage partner pipeline, forecasts, and activity in Salesforce, and report progress, risks, and results to leadership.
  • Support strategic deals by aligning pricing, approvals, and cross-functional execution with Sales, Marketing, RevOps, Legal, Finance, Product, and Compliance.
  • Identify what is and is not working across the channel, and adjust messaging, enablement, and partner focus accordingly.
  • Bring voice-of-partner and market feedback into the business to inform roadmap, positioning, and channel strategy.
What We're Looking For:
  • 5-7+ years of experience in partnerships, channel sales, business development, or strategic alliances, ideally in B2B SaaS, fintech, retirement, payroll/HCM, benefits, or adjacent financial services.
  • Proven success building referral and co-selling partnerships that generate qualified pipeline and closed revenue.
  • Strong commercial operator who can own the partnership lifecycle end to end, from prospecting and contracting through onboarding, enablement, and growth.
  • Confident relationship builder with executive presence and the ability to work effectively across partner organizations and internal cross-functional teams.
  • Data-driven and organized, with strong judgment, prioritization skills, and fluency in pipeline management, forecasting, and Salesforce discipline.

Join a team built on these core values

We change lives

Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease

We set audacious goals

We set them for the company, our customers, and ourselves, and we won't stop until we reach them. We don't just show up; we give our all, then celebrate our wins.

We value all perspectives

When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.

We simplify financial services

We're financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.

Our Commitment to Your Total Well-being:
  • We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
  • Ownership: Equity for all employees, including new hire and refresher grants.
  • Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
  • Growth: Company-paid professional coaching for all employees.
  • Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
What happens next

We'll take a few weeks to review all applications. If we'd like to spend more time with you, we'll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.

In the interview process, we'll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at Betterment. Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.

On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we're unable to offer individual feedback during the interview process.

We recognize that interviewing for a new role is a big deal. We appreciate you considering Betterment as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!

Betterment is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.

Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.

Come join us!

About Betterment

Betterment is a financial services company that provides automated investment management and financial planning services. The company's platform uses algorithms to create and manage investment portfolios for its clients, with a focus on low fees and tax efficiency. Betterment was founded in 2008 and is headquartered in New York City. The company has grown rapidly in recent years, and now manages over $22 billion in assets for more than 500,000 customers.
Learn more about Betterment
Size
500 employees
Industry
Founded
2008

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