Business Development Representative

Posted 2026-05-06
Remote, USA Full-time Immediate Start

Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions. They are seeking a Business Development Representative to drive top-of-funnel growth through outbound prospecting, supporting either their 401(k) or Custody businesses.


Responsibilities

  • Generating new opportunities using outbound tactics (email sequences, cold calling, LinkedIn, etc)
  • Identifying, targeting and nurturing potential outbound opportunities by creating new target lists and always being one step ahead of trends
  • Understanding the need of prospects and communicating them clearly to Account Executives
  • Clearly articulating Betterment’s value proposition and products to prospects in specific verticals
  • Meet and exceed meeting set and meetings held goals
  • Ensure effective and consistent use of Salesforce
  • Provide “voice of the client and industry” to marketing and product management to drive roadmaps

Skills

  • No experience required but if you've worked in any role that involves outreach and relationship building, you'll be set up for success here
  • B2B tech/SaaS sales experience as an SDR/BDR is a plus
  • Curiosity and interest for financial products and retirement planning
  • Demonstrated track record of high performance
  • High energy and willingness to learn
  • Strong oral and written communication skills with even stronger listening skills
  • Relentless in your pursuit of success and are willing to put in the extra effort to achieve your goals
  • Experience with sales technology stack- Outreach, Salesforce - is a plus

Benefits

  • Competitive equity package
  • Health, dental and vision benefits
  • 401(k) offering with employer match
  • Flexible PTO policy
  • Variable compensation in the form of a commission bonus
  • Medical, dental, and vision insurance
  • Life and AD&D insurance
  • STD and LTD benefits, including infertility support and World Professional Association for Transgender Health approved benefits
  • Generous parental leave
  • Flexible paid time off
  • Lunch from our in-house chef at our NYC headquarters

Company Overview

  • Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be. It was founded in 2008, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is http://www.betterment.com.

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