Betterment · 10 hours ago
Salesforce & Business Systems Engineer
New York, NY
Full-time
Hybrid
Mid Level
$125K/yr - $145K/yrBetterment is a leading, technology-driven financial services company focused on investing and retirement solutions. They are seeking a Salesforce & Business Systems Engineer to act as a consultative partner to their B2B stakeholders, helping to translate complex business problems into scalable system and process solutions.
FinanceFinTechWellnessVenture CapitalFinancial ServicesImpact InvestingRetirement
Responsibilities
Act as a consultative partner to key B2B stakeholders by helping frame problems, identifying patterns, risks, and opportunities across systems, data workflows, and recommending pragmatic scalable solutions
Oversee integrations across core systems, proactively auditing and refining them to support accurate, up-to-date workflows and functionality
Partner with stakeholders to deeply understand business problems, define success criteria, and translate needs into scalable system designs and implementations
Enable effective system adoption by creating and maintaining clear documentation, best practices, and enablement material; and support onboarding for new hires on Salesforce and other relevant internal tools
Serve as a system administrator and provide day-to-day support for Salesforce and related business systems, such as user access, account maintenance, reports, workflows, and permissions
Continuously develop your skills and domain knowledge through self-directed learning, training, and industry resources, applying new insights to improve systems and ways of working
Qualification
Required
Strong proficiency in Salesforce administration: managing user profiles, roles, permissions, and security settings; customizing and configuring Salesforce objects, fields, layouts, workflows, and reports; and utilizing Salesforce declarative development tools such as Flow and Lightning App Builder
Experience owning business systems in B2B/SaaS organizations, with a focus on supporting GTM teams and processes
Strong consultative mindset with demonstrated ability to influence stakeholders, ask the right questions, and co-create solutions in ambiguous environments
Proven cross-functional partnership with business stakeholders such as sales, client success, and servicing teams; able to gather business requirements, analyze processes, and identify opportunities for system enhancement and automation
Experience with integrating Salesforce to other business applications, with an understanding of integration design, data flow, and system dependencies
Familiarity with marketing automation tools, preferably HubSpot
Familiarity with Apex programming language, Visualforce, and Lightning Components
Proven ability to independently own projects
Solid data literacy, including the ability to interpret and validate data across systems to support reporting and analysis
Hands-on experience building and/or supporting reports and dashboards (e.g., Salesforce reports/dashboards or downstream BI tools)
Excellent verbal and written communication skills
Preferred
Salesforce certifications are highly desired
Benefits
Competitive equity package
Health, dental and vision benefits
Life and AD&D
Short-term and long-term disability insurance
EAP
Commuter and parking benefits
FSA/HSA
401(k) with employer match
Flexible PTO policy
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
H1B Sponsorship
Betterment has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
2020 (4)
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 Chairman of the Board
Recent News
2026-02-07
2026-02-06
Company data provided by crunchbase