Sr. CX Programs & Automation Manager
Betterment
| Company | Betterment |
| Category | Marketing |
| Location | Betterment HQ - New York City |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Senior |
| Salary | Not stated by the employer |
| Posted | 24 Apr 2026 |
| Last verified | 30 Jul 2026 |
| Source | Employer career page (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.
About the role
The CX Tooling & Innovation team at Betterment is building the future of customer experience — and this role is the engine of that work.
As our Sr. CX Programs & Automation Manager, you'll own the full lifecycle of net-new AI initiatives across our customer support and operations ecosystem: from identifying the opportunity, building the business case, and driving implementation, through to launch and handoff.
This is a dedicated AI delivery role within our AI & Automation pod. You will not own BAU Zendesk maintenance or queue management. Your job is to ship AI that makes our customers' experience better and our agents' work more effective — and to do it with rigor, speed, and measurable outcomes. Your north star metrics: automation rate, AHT reduction, agent productivity, and customer satisfaction — every initiative you ship should move at least one of these.
This is a salaried, exempt role that is remote eligible, except for the New York City metro area, San Francisco, Los Angeles, Seattle, Boston, Washington, D.C., & Orange County, CA. Below we've reflected the base salary range we would offer for this position in locations with city or state requirements. For those located elsewhere, the actual compensation offered will be based on candidate experience and geographic location. 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.
Posting range: $130,000 - $160,000
This job may also be eligible for variable compensation in the form of a company incentive bonus.
A day in the life
Build and maintain a multi-quarter AI roadmap aligned to CX/Ops OKRs — automation rate, AHT reduction, agent productivity, and coverage — and own prioritization, sequencing, and business case development for each initiative
Translate CX and Ops pain points into structured AI use cases with clear hypotheses, success metrics, and implementation plans
Lead delivery in partnership with the Chatbot Strategy Manager, Sr. Manager of Tooling, Analytics, and Engineering
Drive agent adoption of AI tools (copilot, smart suggestions, AI summaries, auto-tagging) through change management and training
Design and run experiments and A/B tests to validate AI performance before scaling
Establish performance baselines and handoff documentation before transitioning live programs to the Sr. Analyst, AI Quality & Continuity
Partner with Legal, Compliance, and Security to ensure responsible, policy-compliant AI deployment
Represent CX AI priorities in cross-functional planning and vendor discussions
What we're looking for
7–10+ years in CX operations, support product management, or technical program management
Hands-on experience launching AI or automation in support environments — Zendesk AI, Intercom Fin, Decagon, or similar
Strong product thinking: you can take an ambiguous problem, define a clear use case, and build the case for prioritization
Analytical mindset: comfortable with experiment design, interpreting A/B results, and building performance baselines
Excellent cross-functional collaborator — you've worked with Engineering, Analytics, Legal, and frontline ops teams to ship AI features
Comfortable getting hands-on with AI and SaaS tooling — you're not just managing from a distance; you can configure, build, and iterate within platforms like Zendesk AI, Decagon, or similar withou
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