Sr. Manager, Commercial Operations & Deal Desk

About the role

Betterment is seeking a Senior Manager, Commercial Operations & Deal Desk to join our Revenue Operations team. Reporting to the Senior Director, Head of Revenue Operations, this role will own our Revenue Operations processes and Deal Desk and Promotions. Ideal candidates have 7+ years of experience in deal desk, sales operations, commercial operations, or a related field, preferably within B2B SaaS, fintech, or financial services.

• Own the operational process and design for our commercial workflows end to end across Sales, Marketing, and Customer Experience - from lead handoff, through approvals and contracting, to onboarding and renewal
• Manage deal desk decisions - from structuring deals / pricing, to reviewing and approving Statements of Work, to conducting monthly audits to ensure complete consistency between opportunity records
• Own promotion development and operationalize pricing end to end - designing the offer, aligning stakeholders, and driving execution across Sales, Finance, and Legal
• Partner closely with Betterment's Revenue Operations Enablement function on rollout of new deal structures, promotions, and process changes to the stakeholders you support

What We’re Looking For

• 7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment
• Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights
• Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting
• Hands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building workflows that scale with growth
• Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders
• Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset
• Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences
• Comfortable operating with real decision-making autonomy. Prior people management experience is a plus; this role is an individual contributor to start, with the path to people management
• A bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny. Strong working knowledge of Salesforce and other go-to-market systems / tooling