CX Automation Support Specialist
Betterment
| Company | Betterment |
| Category | Customer Support |
| Location | New York |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Not stated |
| Salary | Not stated by the employer |
| Posted | 25 Jun 2026 |
| Last verified | 9 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
About Betterment
Betterment is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
About the Role
At Betterment, our Client Experience team is dedicated to ensuring our customers receive exceptional service. We are seeking a Tooling Specialist to help streamline our processes and enhance the tools we use to maintain our high standards of customer service. This role exists to troubleshoot operational issues, administer internal software, and improve operational processes, ultimately making our business more efficient and scalable.
This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Betterment’s total compensation package for employees.
New York City: $82,500 - $99,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A Day in the Life:
Administer daily Zendesk operations and upkeep, working closely with cross-functional servicing partners to deliver world-class customer service
Troubleshoot operational issues, investigate root causes, and collaborate with servicing teams to implement solutions
Identify and suggest improvements to operational processes that make servicing customer requests and the overall business more efficient and scalable
Validate metrics and ensure tagging and fields needed for analytics are correctly implemented.
Maintain tools used by the client experience team, ensuring they are up-to-date, properly integrated, and delivering value to the organization
Work with external partners to improve and update existing tools and processes
Design and implement servicing workflows for various customer-facing teams
Proactively identify and resolve process issues across servicing teams and within hand-offs between servicing and internal teams to ensure successful client outcomes
Drive continuous improvement through regular review of processes, policies, and procedures, and the implementation of new tools and technologies as appropriate
What We’re Looking For:
Prior experience at a financial institution, preferably in customer experience or operations.
Experience in Zendesk is required
High proficiency in Excel/Google Sheets, with experience in data analysis
Ability to learn quickly and problem-solve on the fly with little guidance
History of improving processes, methodologies, programs, or frameworks that increased team performance
Data-driven and eager to learn new tools and technology
Solution-oriented with an emphasis on fixing issues and processes
Comfortable with building and customizing conversational experiences and expressing our brand’s voice through self-service
Able to work cross-functionally
A self-starter who can take action with minimal supervision and consistently deliver against deadlines and goals
Passionate about improving and automating content to improve the customer experience
Join a team built on these core values
We change lives
Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .
We set audacious goals
We set them for the company, our customers, and ourselves, and we won’t stop until we reach them.