Revenue Operations Manager (Revenue Planning & Insights)
Betterment
New York, United States Posted September 20, 2026
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Salary Range
$120,000 - $145,000
Job Description
Join our Revenue Operations team as a Revenue Operations Manager. In this role, you will tackle high-impact questions, drive analytical processes, build new systems, and leverage AI to increase efficiency. You will be responsible for forecasting, executive reporting, revenue planning, and building internal tools. The ideal candidate has strong analytical skills, experience in Revenue Operations, and fluency with modern AI tools.
- Driving the analytical core of revenue operations, including forecasting, executive reporting, revenue planning, and quota analytics.
- Building net-new systems, internal tools, data models, and reporting infrastructure to improve operational efficiency.
- Leveraging AI to enhance revenue operations, including building AI-assisted tooling and automating manual processes.
- You ask why until you understand the business objective behind a request, you design solutions that scale beyond the first use case, and you already use AI to build and move faster than your job title suggests
- You’re naturally curious about how AI can improve the way work gets done, but you know technology is only valuable when it solves a real business problem
- And you finish: to you, work is done when it's adopted, documented, and running without you, not when the analysis is shipped
- The ideal candidate combines strong analytical horsepower with a systems mindset and genuine comfort with ambiguity
- Experience building reporting and dashboards with BI tools such as Tableau
- Executive-ready communication skills – you can confidently present your own analysis to senior leadership
- Hands-on experience working with Salesforce data — reports, objects, and the data structures underneath them
- At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating role
- A systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarter
- Fluency with modern AI tools to accelerate analysis, problem-solving, and development – ou're comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problem
- Nice to have: Python or other GTM tooling, such as Clay
- Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes
- Investigate open-ended business questions, determining the right data, methodology, and solution
- SQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of record
- Strong analytical instincts and business judgment – you optimize for the objective behind the ask, not the ask itself
Required Skills
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