Inside Sales Manager, Altruist

• Experience - 5+ years of experience managing a sales team at a B2B financial services, fintech, or SaaS organization with 10+ years of overall business development experience
• Proven track record of enabling individual sellers to hit or exceed quotas
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Salesforce, Google Drive, etc.)
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks
• Bonus points if you bring
• FINRA series 7 and 63 licenses

• Altruist is in the midst of an exceptional growth phase and we’re excited to hire an Internal Sales Manager to join our Client Development team
• You will lead a team of sales representatives towards achieving revenue goals by overseeing day-to-day sales operations, managing pipeline activity, and providing coaching to ensure your team is successful
• This role requires a strong focus on assessing and optimizing our sales processes, monitoring performance metrics, and collaborating with marketing and product teams to ensure alignment with customer needs
• Consistently demonstrate sales competencies and lead team to hit quota
• Create realistic forecasts for assigned territory based on historical data, current pipeline, and market conditions
• Design, implement, and continuously improve on strategy and processes to support predictable and scalable growth
• Manage team effectively, foster employee engagement, and provide ongoing, data-driven coaching and feedback
• 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 to increase effectiveness and efficiency

• Be rewarded for doing great work: competitive compensation and equity for all team members
• Health, dental, and vision coverage, available on your first day
• Set future you up for success with 4% 401(k) matching
• Flexible time off and work hours to meet your needs
• Modern parental paid leave from day one, including 16-week adoptive, birth or foster paid leave, and 4-week child loss or miscarriage paid leave

Total funding: $601.5m

Altruist has created a cloud-based digital investing platform for independent financial advisors (IFAs). In the past, it’s been common for financial advisors selling products on a commission basis to have access to advanced digital systems, but not those working entirely independently.