Revenue Operations Manager, Revenue Planning & Insights

Betterment

Confirmed live yesterday High trust
Hybrid

Quick summary

Work type
Hybrid
Location
New York, NY
Salary
$120,000–$145,000 / yr
Posted
3 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

Below market

How this pay compares to similar roles

Similar $177k
This role $132k
$109k most similar roles pay here $220k

This role pays less than 83% of similar roles. Most pay $143,977–$209,133 — the shaded band above. At the midpoint, this role pays about $132k versus about $177k for comparable roles.

Based on 240 similar postings.

Employer

About Betterment

Betterment is an automated investment service (robo-advisor) that uses technology to provide personalized investment management, retirement planning, and savings optimization at low cost for retail investors. Industry: Financial Technology & Wealth Management

Betterment currently has 9 open roles on FindRole.

Listed pay typically runs $155,000–$175,000 across 9 roles with salary data.

Most-posted roles

View all roles at Betterment

At a glance

TL;DR · Revenue Operations Manager, Revenue Planning & Insights

The Revenue Operations Manager - Revenue Planning & Insights joins the Revenue Operations team to serve as a force multiplier for the go-to-market organization. This role involves tackling ambiguous questions by designing scalable solutions, building internal tools, and developing reporting infrastructure to improve business efficiency. Key responsibilities include managing forecasting, executive reporting, revenue planning, and quota analysis while presenting findings directly to leadership. The candidate will build data models, dashboards, and automated workflows using AI-assisted development to enhance the go-to-market stack. Required technical skills include SQL fluency for handling large datasets, experience with Salesforce data structures, and proficiency in BI tools like Tableau. Preferred skills include Python and Clay. The role focuses on solving complex business problems by translating high-level goals into actionable insights through robust reporting engines and automated systems to support the company's growth.

What you'll do

  • Build and maintain reporting infrastructure, data models, and forecasting systems to track business performance.
  • Perform complex analyses on large datasets to support revenue planning, quota setting, and executive reporting.
  • Translate ambiguous business questions into defined problems and deliver actionable insights to leadership.
  • Develop internal tools and automated workflows using AI-assisted development to increase team efficiency.
  • Design scalable technical solutions and requirements for engineering teams to implement across the go-to-market stack.
  • Manage QBR processes by presenting data-driven findings and recommendations directly to senior leadership.
  • Identify and resolve upstream data quality issues within the CRM and other core systems of record.

What we're looking for

  • At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations.
  • Ability to investigate open-ended business questions and determine the appropriate data and methodology for solutions.
  • SQL fluency and comfort handling large, intricate datasets including joins and systems of record.
  • A systems mindset to anticipate edge cases and design scalable solutions.
  • Fluency with modern AI tools to accelerate analysis, problem-solving, and development.
  • Executive-ready communication skills to present findings and recommendations to senior leadership.
  • Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations processes.
  • Hands-on experience with Salesforce data structures and building dashboards in BI tools like Tableau.
  • Proficiency in Python or GTM tooling such as Clay (preferred).

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