Betterment · 10 hours ago
Business Development Representative
Betterment HQ - New York City
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $65K/yrBetterment is a leading, technology-driven financial services company that offers investing and retirement solutions. They are seeking a Business Development Representative to drive top-of-funnel growth through outbound prospecting and build connections with businesses and financial advisors.
FinanceFinancial ServicesFinTechImpact InvestingRetirement
Responsibilities
Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc)
Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends
Understanding the need of prospects and communicating them clearly to Account Executives
Clearly articulating Betterment’s value proposition and products to prospects in specific verticals
Meet and exceed meeting set and meetings held goals
Ensure effective and consistent use of Salesforce
Provide 'voice of the client and industry' to marketing and product management to drive roadmaps
Qualification
Required
No experience required but if you've worked in any role that involves outreach and relationship building, you'll be set up for success here
Curiosity and interest for financial products and retirement planning
Demonstrated track record of high performance
High energy and willingness to learn
Strong oral and written communication skills with even stronger listening skills
Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals
Preferred
B2B tech/SaaS sales experience as an SDR/BDR is a plus
Experience with sales technology stack- Outreach, Salesforce - is a plus
Benefits
Health, dental and vision benefits
401(k) offering with employer match
Flexible PTO policy
Competitive equity package
Life and AD&D insurance
STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits
Generous parental leave
Lunch from our in-house chef at our NYC headquarters
Company
Betterment
Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Founded in 2008
201-500 employees
Funding
Current Stage
Late StageTotal Funding
$435MKey Investors
TreasuryORIX Growth CapitalSharesPost Investment Management
2021-09-29Series F· $60M
2021-09-29Debt Financing· $100M
2021-04-30Series Unknown
Leadership Team
John Mileham
CTO
Jon Stein
Founder and Board Member
Recent News
Menlo Ventures
2025-12-24
2025-11-19
Company data provided by crunchbase