Product Designer, B2B Growth

📍 Job Overview

Job Title: Product Designer, B2B Growth

Company: Betterment

Location: Betterment HQ - New York City, NY, United States

Job Type: Full-Time

Category: Product Design / UX/UI Design (with a focus on Growth & B2B)

Date Posted: May 18, 2026

Experience Level: Mid-Level (3+ years)

Remote Status: Hybrid

🚀 Role Summary

• Design and iterate on impactful B2B growth experiences, focusing on acquisition funnels and web interfaces that drive prospective customer engagement.

• Collaborate closely with cross-functional teams, including Product Management, Engineering, Brand Design, Content Strategy, Marketing, and other Product Designers, to deliver cohesive and effective solutions.

• Leverage data, research, and customer insights to inform design decisions and propose A/B tests to optimize site performance and user journeys.

• Contribute to and maintain a robust design system, ensuring accessibility, brand consistency, and a unified customer experience across all touchpoints.

• Integrate and experiment with AI tools to enhance the design workflow, from problem framing to prototyping, and share learnings with the broader design team.

📝 Enhancement Note: While the title is "Product Designer, B2B Growth," the core responsibilities and emphasis on acquisition funnels and web experiences strongly align with roles focused on GTM (Go-To-Market) operations and revenue enablement through design. The role requires a blend of user-centric design principles and a data-driven approach to drive business outcomes, a hallmark of effective growth-focused product roles.

📈 Primary Responsibilities

• Own the end-to-end design process for key web-driven acquisition flows, funnels, and tools that directly contribute to B2B customer growth.

• Develop engaging website experiences tailored to the prospective customers of Betterment at Work and Betterment Advisor Solutions.

• Translate user needs and pain points, identified through research, usability testing, and data analysis, into intuitive and effective design solutions.

• Make data-backed design decisions by analyzing sales data, customer insights, usability principles, and site performance metrics.

• Contribute to the enhancement and evolution of the company's design system, ensuring adherence to accessibility standards and brand guidelines.

• Actively participate in cross-disciplinary teams, providing design expertise and collaborating to shape product direction.

• Identify new growth opportunities and propose A/B tests to validate design hypotheses and improve conversion rates.

• Stay abreast of the latest design trends, industry best practices, and competitor strategies to inform design innovation.

• Champion the effective and ethical use of AI tools within the design workflow, sharing knowledge and best practices with colleagues.

📝 Enhancement Note: The responsibilities highlight a strong focus on conversion rate optimization (CRO) and customer acquisition, which are critical components of Go-To-Market (GTM) strategy. The role requires a designer who can not only create user-friendly interfaces but also understand and influence business objectives through design interventions.

🎓 Skills & Qualifications

Education: While no specific degree is mandated, a Bachelor's degree in Design, Human-Computer Interaction, or a related field, or equivalent practical experience, is generally expected for mid-level product design roles.

Experience: 3+ years of relevant experience in product design, with a proven track record of shipping impactful designs across web and mobile platforms.

Required Skills:

• Product Design: Expertise in the full product design lifecycle, from ideation to launch and iteration.

• Visual Design Foundation: A strong understanding of visual hierarchy, typography, color theory, and layout principles.

• Portfolio of Impactful Work: Demonstrable experience showcasing positive business impact and successful product launches.

• Communication Skills: Excellent written and verbal communication for articulating design decisions and collaborating effectively.

• Cross-functional Collaboration: Proven ability to work collaboratively with product managers, engineers, marketers, and other stakeholders.

• Data-Informed Design: Experience making design decisions based on user research, usability testing, A/B test results, and performance metrics.

• AI Tool Proficiency: Curiosity and practical experience using AI tools to enhance design processes, with a willingness to learn and share.

• User Needs Identification: Ability to identify user needs and pain points through various research methodologies.

• Organizational Skills: Strong ability to manage multiple projects, prioritize tasks, and meet tight deadlines.

• Strategic Thinking: Capacity to understand the bigger picture and how design contributes to product and business goals.

• Accessibility Design: Experience working with and adhering to established accessibility design standards.

Preferred Skills:

• Experience in the B2B financial services or fintech industry.

• Familiarity with specific CRM or marketing automation platforms relevant to B2B sales cycles.

• Experience contributing to or managing design systems.

• Prototyping skills using tools like Figma, Sketch, Adobe XD, or similar.

• Experience with web analytics platforms (e.g., Google Analytics, Amplitude).

📝 Enhancement Note: The emphasis on "positive business impact" and "data-informed test and learn environment" points towards a designer who understands how their work contributes to revenue growth and customer acquisition. This is a key differentiator for operations-minded candidates.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• A curated selection of 3-5 projects that showcase your best work in product design, with a strong emphasis on B2B growth initiatives, acquisition funnels, or conversion optimization.

• For each project, clearly articulate the problem statement, your role and responsibilities, the design process followed, key challenges encountered, and the solutions implemented.

• Quantifiable results are crucial: demonstrate the business impact of your designs using metrics such as conversion rate improvements, lead generation increases, user engagement growth, or revenue uplift.

• Include examples of user research, wireframes, prototypes, high-fidelity mockups, and any A/B testing conducted.

Process Documentation:

• Highlight your process for conducting user research, analyzing data, and translating insights into design solutions.

• Provide examples of how you have collaborated with cross-functional teams (Product, Engineering, Marketing) to bring designs to fruition.

• Illustrate your approach to iterating on designs based on feedback, data, and A/B testing results.

• Detail your experience with leveraging AI tools within your design workflow and the outcomes achieved.

📝 Enhancement Note: For a role focused on B2B Growth, the portfolio must strongly emphasize quantifiable business outcomes and the designer's role in driving those results. Case studies that detail the "why" behind design decisions, supported by data and user insights, will be highly valued.

💵 Compensation & Benefits

Salary Range: $121,000 - $143,000 USD per year (New York City)

Benefits:

• Comprehensive Medical, Dental, and Vision Insurance.

• Life and Accidental Death & Dismemberment (AD&D) Insurance.

• Short-Term and Long-Term Disability benefits.

• Specialized benefits including Infertility Support and World Professional Association for Transgender Health (WPATH) approved benefits.

• Generous Parental Leave.

• Flexible Paid Time Off (PTO) with encouragement to use it.

• Access to 7 Employee Resource Groups (ERGs) for community building.

• Meaningful opportunities for professional development and skill advancement.

• Daily catered lunch from the in-house chef at the NYC headquarters.

Working Hours: Standard full-time hours, likely around 40 hours per week, with the expectation of hybrid work in the NYC office four days per week.

📝 Enhancement Note: The salary range provided is based on the information explicitly stated in the job description for New York City. The benefits listed are directly extracted from the provided text, highlighting a robust package often found in tech companies.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services / Fintech. Betterment is a technology-driven company disrupting traditional finance with innovative investing, savings, and retirement solutions.

Company Size: The job description doesn't explicitly state the company size, but Betterment is a well-established fintech company with a significant presence, likely falling into the mid-to-large enterprise category. Based on LinkedIn, Betterment typically has between 501-1000 employees.

Founded: Betterment was founded in 2008, indicating a company with over a decade of experience and a mature operational structure.

Team Structure:

• The Product Design team is described as "talented, supportive," and focused on "excellence" and "open feedback."

• This role involves close collaboration with Product Management, Engineering, Brand Designers, Content Strategists, Marketing, and other Product Designers.

Methodology:

• Emphasis on a "data-informed test and learn environment," utilizing research, sales data, customer insights, usability principles, and site performance metrics.

• Contribution to and adherence to a design system.

• Exploration and integration of AI tools into the design workflow.

• A customer-centric approach to problem-solving and experience design.

Company Website: https://www.betterment.com/

📝 Enhancement Note: The company's mission-driven nature ("empower people to build wealth with confidence and ease") and its focus on innovation in fintech suggest a dynamic and forward-thinking work environment. The hybrid model and emphasis on collaboration are key cultural indicators.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a Mid-Level Product Designer, requiring 3+ years of experience. It involves owning projects end-to-end and contributing to strategic product direction, indicating significant autonomy and responsibility beyond junior roles.

Reporting Structure: The designer will collaborate closely with various teams, likely reporting into a Head of Product Design or Design Manager, with direct interaction with Product Managers for specific initiatives.

Operations Impact: The role is explicitly focused on "B2B Growth" and improving "high level acquisition funnels." The designer's work will directly influence customer acquisition, lead generation, and ultimately revenue for the B2B lines of business. Success will be measured by tangible business outcomes like improved conversion rates and increased customer engagement.

Growth Opportunities:

• Skill Advancement: Opportunity to deepen expertise in B2B growth design, A/B testing, data analysis for design, and AI tool integration within design workflows.

• Cross-functional Exposure: Gain experience working across different business units (Betterment at Work, Advisor Solutions) and collaborating with diverse teams.

• Design System Contribution: Opportunity to influence and evolve the company's design system.

• Leadership Potential: As a mid-level role, there's potential for growth into Senior Product Designer positions, team lead roles, or specialization within areas like growth design or B2B product.

• Industry Expertise: Develop specialized knowledge in fintech and B2B financial services design.

📝 Enhancement Note: The role offers a clear path for growth within product design, with a specific emphasis on the high-impact area of B2B growth, which is increasingly valuable in revenue operations and GTM strategies.

🌐 Work Environment

Office Type: Hybrid model based out of Betterment's NYC headquarters. Four days per week in the office are standard, with flexibility during summer and winter holidays.

Office Location(s): Betterment HQ - New York City, NY.

Workspace Context:

• The NYC headquarters provides an in-house chef for lunches, fostering a collegial and comfortable work environment.

• The hybrid model supports collaboration and team connection while allowing for focused work.

• The design team values "open feedback" and works toward a "unified customer experience," suggesting a collaborative and iterative workspace.

• Access to necessary design tools and technology is implied for a tech-driven company.

Work Schedule: Standard full-time hours, with a hybrid arrangement providing some flexibility in how the work week is structured, balancing in-office collaboration with remote focus.

📝 Enhancement Note: The hybrid model is a key aspect of the work environment, requiring candidates to be comfortable with a mix of in-office and remote work, and to be based within commuting distance of NYC.

📄 Application & Portfolio Review Process

Interview Process:

• Application Review: Initial screening of resumes and portfolios. Focus will be on demonstrable experience in product design, B2B growth, and quantifiable results.

• Initial Interviews: Likely with a Recruiter and/or Hiring Manager to assess fit, experience, and understanding of the role.

• Design Challenge/Case Study: A common step for product designers, this may involve a take-home assignment or a live exercise where candidates demonstrate their problem-solving, design process, and communication skills. The focus will be on B2B acquisition or growth challenges.

• Portfolio Presentation: Candidates will likely present their portfolio, walking through key projects, explaining their design decisions, and highlighting the business impact. This is a critical evaluation point.

• Cross-functional Team Interviews: Meetings with Product Managers, Engineers, and potentially other designers or marketing stakeholders to assess collaboration skills and technical understanding.

• Final Round: May involve senior leadership to discuss strategic thinking and cultural alignment.

Portfolio Review Tips:

• Quantify Everything: For each project, clearly show the business impact and how your design contributed to achieving specific goals (e.g., "Increased conversion rate by X%," "Reduced drop-off in funnel by Y%," "Generated Z leads").

• Show Your Process: Detail your methodology, from initial research and problem definition to ideation, prototyping, user testing, and iteration. Explain why you made certain decisions.

• Focus on B2B Growth: Select projects that are most relevant to B2B acquisition, conversion, or user onboarding, especially if they involve web-based flows or growth funnels.

• Data & AI Integration: Highlight instances where you used data analysis, A/B testing, or AI tools to inform your design and improve outcomes.

• Storytelling: Present your projects as narratives. Clearly articulate the problem, your solution, and the results.

Challenge Preparation:

• Research Betterment: Understand their mission, products (especially Betterment at Work and Advisor Solutions), and target audience.

• Understand B2B Growth: Familiarize yourself with common B2B acquisition funnels, lead generation strategies, and conversion optimization techniques in the fintech space.

• Practice Presenting: Rehearse your portfolio presentation, focusing on clarity, conciseness, and impact. Be prepared to answer questions about your design choices and their business rationale.

• AI Tool Application: Be ready to discuss how you would apply AI tools to a hypothetical B2B growth design challenge.

📝 Enhancement Note: The interview process emphasizes practical application and measurable results, aligning with a role that has direct revenue and growth implications. A strong portfolio demonstrating ROI is paramount.

🛠 Tools & Technology Stack

Primary Tools:

• Design & Prototyping: Figma (highly probable, as it's an industry standard), Sketch, Adobe XD.

• Collaboration & Project Management: Jira, Asana, Trello, Slack.

• User Research & Testing: UserTesting.com, Maze, Lookback, or similar qualitative and quantitative research tools.

Analytics & Reporting:

• Web Analytics: Google Analytics, Amplitude, Mixpanel, or similar platforms for tracking user behavior and funnel performance.

• A/B Testing Tools: Optimizely, VWO (Visual Website Optimizer), Google Optimize, or in-house A/B testing frameworks.

• Data Visualization: Tableau, Looker, or internal dashboards for reporting on key metrics.

CRM & Automation:

• CRM: While not directly a design tool, familiarity with how CRMs (like Salesforce, HubSpot) are used in B2B sales and marketing can be beneficial for understanding the customer journey.

• Marketing Automation: Understanding how marketing automation platforms are used to nurture leads can provide context for acquisition funnels.

📝 Enhancement Note: Proficiency in modern design and prototyping tools is essential. Experience with data analytics and A/B testing platforms is highly valued, as this role is deeply intertwined with data-driven decision-making and growth optimization.

👥 Team Culture & Values

Operations Values:

• Mission-Driven: A strong commitment to Betterment's mission of empowering people to build wealth and live better lives.

• Customer-Centricity: A deep focus on understanding and serving the needs of both retail and B2B customers.

• Innovation & Continuous Improvement: Encouragement to explore new ideas, technologies (like AI), and methodologies to enhance products and processes.

• Collaboration & Inclusivity: Valuing diverse perspectives and fostering a supportive environment where team members can learn from each other.

• Data-Driven Decision Making: Relying on data and insights to guide strategy and measure impact.

Collaboration Style:

• Cross-functional Integration: The role necessitates close partnership with Product Management, Engineering, Marketing, and Brand Design teams.

• Open Feedback Culture: The design team encourages open feedback, suggesting a culture of constructive critique and continuous learning.

• Shared Ownership: Designers are expected to own their projects end-to-end, implying a proactive and accountable approach to collaboration.

• Iterative Design: The emphasis on A/B testing and data informs an iterative approach to design, where solutions are continuously refined based on performance.

📝 Enhancement Note: The emphasis on mission, customer focus, and data-driven approaches aligns well with the principles of effective revenue and GTM operations, where aligning design and product efforts with business objectives is paramount.

⚡ Challenges & Growth Opportunities

Challenges:

• Balancing B2B and Consumer Needs: Designing for diverse B2B customer segments (businesses offering benefits, and investment advisors) while aligning with Betterment's overall brand and consumer-facing products.

• Data Interpretation: Effectively translating complex sales data, user research, and performance metrics into actionable design insights.

• Rapidly Evolving AI Landscape: Staying current with AI tools and integrating them effectively and ethically into the design workflow, while also guiding the team in this evolving space.

• Cross-functional Alignment: Navigating stakeholder expectations and ensuring design solutions meet the needs of multiple departments (sales, marketing, product, engineering).

• Driving Measurable Growth: Proving the direct impact of design on key business metrics like customer acquisition and conversion rates.

Learning & Development Opportunities:

• Specialized Growth Design Skills: Deepen expertise in conversion rate optimization (CRO), A/B testing strategies, funnel analysis, and user acquisition tactics.

• Fintech & B2B Expertise: Gain in-depth knowledge of the financial services industry and the nuances of B2B sales cycles.

• AI in Design: Become a go-to resource for leveraging AI tools in design, potentially leading workshops or best practice initiatives.

• Product Strategy Input: Contribute to shaping the strategic direction of B2B growth initiatives.

• Design System Evolution: Play a role in enhancing and expanding the company's design system.

📝 Enhancement Note: The challenges inherent in this role—particularly around data analysis, growth metrics, and AI integration—present significant opportunities for professional development that are highly relevant to operations professionals.

💡 Interview Preparation

Strategy Questions:

• "Describe a time you designed a B2B acquisition funnel or growth experience. What was the problem, your approach, and what were the results?" (Focus on quantifiable impact and your specific contributions.)

• "How do you use data and user research to inform your design decisions, especially in a test-and-learn environment?" (Be prepared with specific examples of metrics and research methods.)

• "How would you approach designing a new feature for Betterment at Work to increase SMB adoption?" (Demonstrate strategic thinking, user empathy, and a process for tackling the problem.)

Company & Culture Questions:

• "Why are you interested in Betterment and our mission?" (Connect your values to Betterment's mission.)

• "How do you approach collaboration with product managers, engineers, and marketing teams?" (Highlight your experience with cross-functional teamwork and feedback.)

• "Describe a time you had to advocate for a design decision based on user needs or data." (Showcase your communication and persuasion skills.)

Portfolio Presentation Strategy:

• Structure: Start with your strongest, most relevant B2B growth project. Clearly state the problem, your role, the solution, and the quantifiable results.

• Quantify Impact: For each project, dedicate time to explaining the metrics and the ROI your design delivered. Use charts or clear data points.

• Process Clarity: Walk through your thought process, showing how you moved from problem to solution, including user research, ideation, prototyping, and testing.

• AI Integration: If applicable, explain how AI tools aided your process or outcomes.

• Conciseness: Be mindful of time. Practice presenting your key projects within a set timeframe (e.g., 30-45 minutes).

📝 Enhancement Note: Interview preparation should focus on demonstrating a blend of strong design skills, a data-driven mindset, and a clear understanding of how design contributes to business growth and revenue objectives.

📌 Application Steps

To apply for this Product Designer, B2B Growth position:

• Submit your application through the Betterment careers portal link provided.

• Customize Your Resume: Tailor your resume to highlight keywords from the job description such as "B2B Growth," "acquisition funnels," "user research," "data-informed design," "A/B testing," "design systems," and "AI tools." Quantify achievements wherever possible.

• Curate Your Portfolio: Select 3-5 projects that best showcase your experience in B2B growth, conversion optimization, or acquisition funnels. Ensure each case study clearly outlines the problem, your process, your role, and crucially, the quantifiable business impact and results.

• Prepare Your Presentation: Practice walking through your portfolio projects, focusing on storytelling and clearly articulating the business value and ROI of your design solutions. Be ready to discuss your design process and how you use data and AI tools.

• Research Betterment: Thoroughly understand Betterment's mission, its B2B offerings (Betterment at Work, Advisor Solutions), and its overall brand. Familiarize yourself with their current user experience and identify potential areas for growth.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.

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