Program Manager, GTM Systems & Tooling
Core
Owns the interface between the Business Systems & Tooling team and business stakeholders to translate needs into scoped tasks and roadmaps for internal sales tech systems.
Role type
Senior Technical Program Manager (GTM Systems)
Builds
Internal Salesforce and GTM tooling ecosystem connecting sales, service, and advisor workflows to the Betterment platform.
Domain
Financial Services / Go-to-Market Technology
Deliverable
product features
Required skills
Stakeholder immersion and discovery, Scoping and roadmapping, Vendor evaluation and procurement, Build-vs-buy tradeoff analysis, Prioritization and backlog management, Technical program management
Preferred skills
Fintech domain knowledge, SQL or data analysis, Marketing automation platforms
Technologies
Salesforce, CPQ, Braze, HubSpot
Responsibilities
Embed with stakeholder teams to understand workflows and proactively surface tooling opportunities, Partner with engineering leads to translate ambiguous requests into documented tasks, Own and communicate the BS&T roadmap and prioritization decisions, Support vendor assessments and renewal processes, Balance urgent priorities against quality-of-life improvements, Run intake and status communication processes
Seniority
Senior, hands-on IC
