Salesforce & Business Systems Engineer
Betterment(2 days ago)
About this role
Betterment is a technology-driven financial services company that provides investing, retirement, and financial wellness solutions. The company is committed to empowering individuals to build wealth confidently and offers a collaborative and inclusive work environment.
Required Skills
- Salesforce
- System Administration
- Data Integration
- Business Systems
- Automation
- System Design
- Troubleshooting
- Documentation
- BI Tools
- Communication
About Betterment
betterment.comBetterment 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.
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