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Revenue Operations Analyst at Betterment - ApplyBlast

Revenue Operations Analyst

Betterment

1 month ago

3.7 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

This role serves as a force multiplier for the go-to-market organization by tackling ambiguous, high-impact questions and driving analytical, system-building, and AI-driven initiatives. The position focuses on forecasting, revenue planning, and executive reporting while also designing scalable internal tools and operational workflows. The ideal candidate combines strong analytical skills with a systems mindset to translate complex business questions into actionable insights and efficient processes.

Responsibilities

Build and continuously improve reporting engine end to end
Own QBR processes and present findings to go-to-market leadership
Contribute to revenue planning, quota setting, and forecasting

Skills

About Betterment

betterment.com

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2010

View Profile

Betterment is a digital financial-advice and automated investing platform that helps individuals save, invest, and plan for retirement with goal-based "buckets" and tailored portfolios built from low-cost ETFs. Operating as a fiduciary robo-advisor, it offers guided investing, automated rebalancing, tax-smart strategies, and cash management products (Checking via nbkc bank and a high-yield Cash Reserve). Customers can pay for access to licensed human advisors (Premium plan) while account protections include SIPC coverage for securities and FDIC insurance for cash programs. The service emphasizes ease of use, adjustable risk profiles, and expert-led portfolio management.