Enterprise Sales Executive

June 4

🏡 Remote – Anywhere in California

Apply Now
Logo of Altruist

Altruist

The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

fintech • UX • transparency

51 - 200

Description

• Altruist is entering an exciting phase, and we're looking for an Enterprise Sales Executive to join our Client Development team. • Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team • Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace) • Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business • Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns) • Contribute to the sales team's goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce • Demonstrate coachability and growth mindset; absorb and apply feedback from sales leadership to increase effectiveness and efficiency

Requirements

• At least 10 years of experience working as a business, development, relationship management, or sales professional at a B2B financial services organization • Track record of meeting or exceeding quotas • Strong consultative sales skills • Exceptional verbal and written communication skills • Ability to understand complex product features quickly and articulate how they can create value for customers • Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork • Series 7 and 63 licenses • Proficiency in Google Drive, Salesforce, and Slack

Benefits

• Competitive salary and stock options • Premium Healthcare, Dental, and Vision insurance plans • Generous paid parental leave • 401(k) savings plan with matching contributions • Flexible paid time off

Apply Now
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