Account Executive - Partnerships - Remote

Overview

Betterment is a leading, technology-driven financial services company that offers investing and retirement solutions for retail investors and investment advisors as well as financial wellness solutions. We’re headquartered in NYC and offer hybrid NY-based positions.

In Short

• We are seeking a talented Partner Account Executive with experience partnering with health insurance brokers.
• This is a full partner sales cycle role focused on new business bookings.
• Responsibilities include building strategic referral partnerships and generating qualified pipeline.
• Must report to and collaborate closely with the Head of Partner Sales.
• Remote eligible, NYC preferred with in-office attendance required three days a week.
• Base salary range: $110,000 - $120,000 + Commission.
• Competitive benefits package including equity, health, dental, and vision.
• Travel (25%) required for industry-related events.
• Experience with Betterment’s sales tech stack is a plus.
• High energy and self-motivated candidates preferred.

Requirements

• 5+ years of partner sales experience, particularly in B2B SaaS and health insurance.
• Proven track record of exceeding bookings targets.
• Experience managing and co-selling with health insurance partners required.
• Strong verbal and written communication skills.
• Curiosity and interest in financial products and retirement planning.
• Ability to thrive in a fast-paced environment.
• SPICED or similar sales framework experience required.
• Experience with Salesforce and other sales tools preferred.
• Desire to build a new business vertical.
• Ability to develop strong relationships with partners.

Benefits

• Competitive suite of benefits including medical, dental, and vision insurance.
• Flexible paid time off policy.
• Professional development opportunities.
• Lunch from in-house chef three days a week.
• Community building through Employee Resource Groups.
• 401(k) with employer match.
• Life and AD&D insurance.
• Short-term and long-term disability insurance.
• Generous parental leave.
• Supportive and inclusive community.