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Senior Commercial Operations & Deal Desk Manager

Betterment · New York, United States

External listingfull-time5 days ago

About The Role

Join Betterment, a leading fintech company, as a Senior Manager of Commercial Operations & Deal Desk. In this high-visibility role, you will own the operational processes for our commercial workflows, manage deal desk decisions, and drive promotion development. You will work closely with Sales, Finance, and Legal, and have a direct impact on Betterment's growth. This position offers competitive compensation, equity, comprehensive health benefits, flexible time off, and opportunities for growth and development.

  • Own the operational process and design for commercial workflows end to end across Sales, Marketing, and Customer Experience.
  • Manage deal desk decisions, from structuring deals/pricing to reviewing and approving Statements of Work.
  • Partner closely with Betterment's Revenue Operations Enablement function on the rollout of new deal structures, promotions, and process changes.
  • A bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny. Strong working knowledge of Salesforce and other go-to-market systems / tooling
  • Hands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building workflows that scale with growth
  • Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting
  • Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights
  • Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences
  • 7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment
  • Comfortable operating with real decision-making autonomy. Prior people management experience is a plus; this role is an individual contributor to start, with the path to people management
  • Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset
  • Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders

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