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Revenue Operations Manager - Revenue Planning & Insights

Betterment HQ - New York City💼 Full-time💰 $120,000–$120,000🗓 2026-09-08 → 2026-09-26

Core

Drive revenue planning, forecasting, and executive reporting while building scalable data systems and AI-assisted tools for the go-to-market organization.

Role type

Senior Revenue Operations Manager (Revenue Planning & Insights)

Builds

Revenue planning models, forecasting engines, executive dashboards, and AI-assisted operational workflows.

Domain

Financial Services / Revenue Operations / Data Analytics

Deliverable

production ML models | dashboards & analysis | infrastructure

Required skills

Revenue Operations expertise, SQL fluency, systems mindset, AI tool fluency, executive communication, Salesforce data structure knowledge, BI dashboarding

Preferred skills

Python, GTM tooling (e.g., Clay)

Technologies

Salesforce, Tableau, AI tools, SQL

Responsibilities

Build and improve end-to-end reporting engines and forecasting rhythms; own QBR processes with complex dataset analysis; contribute to revenue planning and quota setting; investigate ambiguous business questions to produce decision-ready answers; architect and build internal tools using AI-assisted development; translate business problems into requirements for partner teams.

Seniority

Senior, hands-on IC

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