Senior Sales Engineer, Enterprise

Senior Sales Engineer, Enterprise

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone but we can't do it alone. We're seeking exceptional talent to join our team. That's where you come in!

If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you!

Kindness doesn't just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - humility is the skill we're most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - when challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

The Opportunity

Altruist is in the midst of an exceptional growth phase and we're excited to hire a Senior Sales Engineering leader to join our growing Enterprise Products team.

Your impact :

• Collaborate closely with the GM of Enterprise to develop and continuously refine a Go-To-Market strategy for the enterprise segment.
• Drive sales execution by partnering with the client development team throughout the sales cycle - from early discovery through close - by answering technical questions, delivering customized demos and presentations, and coordinating meetings with other subject matter experts and stakeholders.
• Lead the end-to-end implementation and onboarding process for new enterprise clients; ensuring a smooth handoff from sales, managing technical requirements and gathering, coordinating integrations, etc.
• Own on-going relationship of enterprise clients - formal and informal business reviews with tracked KPIs with the goal to achieve customer satisfaction and increase in wallet share.
• Develop a deep understanding of the Altruist platform to be able to demo and speak to various capabilities.
• Institute consultative solutioning with prospects and clients; requiring understanding of the wealth management tech stack and operational processes.
• Systematically capture advisor feedback to help inform company priorities (e.g., product roadmap, marketing campaigns).
• Contribute to the sales teams 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

What you bring :

What We Bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.