Client Success Manager, Betterment for Business


United States of America
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 06/15/2021
  • Website:
  • Company Address: 61 West 23rd 5th Floor, New York, NY, 10010

About Betterment

Betterment is built to help you make the most of your money—today, tomorrow, and beyond. We help you unify your financial life across spending, saving, investing, and retirement, with personalized, fiduciary advice that puts you and your needs first.

Job Description

Betterment for Business is a 401(k) service built from the ground up with the needs of the modern employee in mind. It's selected by employers who want to offer their employees tailored and smart financial advice that will help them create a more secure future. Betterment for Business is powered by Betterment's proprietary, smart technology that automates and optimizes asset allocation to enhance financial wellness. As a fiduciary that is independent of the funds it invests in, Betterment believes that everyone has the fundamental right to expert financial advice. In addition to the core investing services, Betterment’s platform includes Betterment Everyday—Betterment’s cash management suite which offers a checking account, debit card, and high-yield account. Headquartered in New York City and created by the largest independent robo-advisor, Betterment for Business is used by leading employers like Casper and Boxed. For more information, visit

401(k) plan administration services provided by Betterment for Business LLC. Investment advice to plans and plan participants provided by Betterment LLC, an SEC registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Betterment LLC and Betterment Securities are affiliates of Betterment for Business LLC.

About the Role: 

Betterment for Business is an award winning 401(k) solution that works as hard for your money as you work to earn it. We are currently looking for a Client Success Manager to establish and grow relationships with our enterprise clients. In this role you will work directly with these  clients to help bring them a seamless experience operating their 401(k) and supporting their employees. You are experienced in bringing top quality service to enterprise clients in a B2B organization and are enthusiastic about a client driven experience.

This role is remote eligible. We are hiring in all states except CO.

A Day in the Life: 

  • Delight and expand a growing book of business for our enterprise clients
  • Align with clients on the outcomes they are trying to achieve for their employees and assist in outlining a roadmap for success
  • Work cross functionally with our sales executives to help streamlines client onboarding experience and increase product adoption
  • Deliver retirement plan expertise, education, and guidance to clients and their employees
  • Anticipate client risks and strategize ways to help mitigate churn
  • Contribute to a cross functional workplace by working alongside product, marketing and sales teams to help focus other departments on VOC (voice of customer)
  • Perform quarterly business review with clients
  • Uncover and assess opportunities for growing client relationships

What We’re Looking For: 

  • Relevant experience in a Client Success/Account Exec (or similar) managing enterprise clients for a B2B SaaS or financial services company
  • Excellent communication skills, including client facing verbal, written, and presentation abilities
  • Proven ability to grow relationships resulting in increased retention and business outcomes 
  • Enthusiasm for a client driven organization and environment
  • Ability to lead solutions oriented conversations and provide direction through thoughtful communication
  • Cross-functional mentorship experience
  • Experience in retirement services is not required but an eagerness to learn and develop in defined contribution space is a must
  • Experience with Salesforce is a plus

What Being at Betterment Means for You: 

Joining Betterment means belonging to a community of folks passionate about change, being on a team that cares for your well-being, and continuing on a journey of non-stop growth and evolution.

You’ll join a Community that Cares: 

  • Betterment is a place to bring your best self. We welcome families (and pets) for all our activities such as lunches, company retreats, and celebrations. 
  • Make meaningful connections with your peers through interest groups, sports clubs, social events, meetups, and regular knowledge sharing, all occurring in a remote friendly way. ● Join one or more of our 8 Employee Resource Strategy Groups as a member or an ally, and help us shape Betterment’s culture and product for years to come. 

You’ll stay Happy and Healthy: 

  • We will ensure you're set up and cared for with a customizable workstation, enrollment in our 401(k) service, flexible parental leave, annual gym reimbursements and a whole suite of thoughtful benefits. 
  • You’ll have unlimited paid personal and vacation days, and a team that cares about your whole life, not just what you’re working on. 

You’ll Learn & Grow: 

  • Enhance your skills and abilities through Betterment University courses and additional allowance for outside learning. 
  • As part of a team that values knowledge sharing and transparency you can opt into mentoring and career coaching programs, weekly company meetings, and show & tells. 

Please note that Betterment is dedicated to providing accommodations to candidates with disabilities. If you need accommodations at any point throughout the interview process, please reach out to [email protected] 

What Happens Next?

We expect to take a few weeks to review all applications. If we would like to spend more time with you, you will hear from us to arrange next steps. You can expect 3-4 sets of conversations, all remote, with your future colleagues in the weeks following your application. 

Throughout the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our interview questions will be behavioral, aimed at understanding how you might operate here at Betterment. We may ask you to complete a case study exercise or technical assessments, depending on the role, as we aim to collect a robust set of data points throughout the interview process. 

On average, it takes us around 4-6 weeks to complete the interview process. As a best practice, we aim to interview at least 3 final round candidates before making a hiring decision. 

Please note that we’re unable to offer individual feedback during the interview process. We usually see 1,000+ applications for open positions, and our hiring team simply doesn’t have the bandwidth to offer personalized feedback to each candidate. 

We recognize that interviewing for a new role is a big deal. We appreciate you giving us consideration as the next step in your career. Our Recruiting Team is here to support and advocate for you through the interview process, so please let us know how we can help.

Come join us! 

We’re an equal opportunity employer and comply with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex, gender (including gender nonconformity and status as a transgender or transsexual individual), sexual orientation, marital status, age, physical or mental disability, citizenship, past, current or prospective service in the uniformed services, predisposing genetic characteristic, domestic violence victim status, arrest records, or any other characteristic protected under applicable federal, state or local law.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.