Sales Executive, Southeast Territory
AltruistAlso available on
Job Description
📋 Description Deliver results and help the team hit quarterly and annual quotas. Learn Altruist platform quickly and articulate features (rebalancer, Model Marketplace). Use consultative selling to educate advisors and guide buying decisions. Capture advisor feedback to inform product priorities and campaigns. Maintain accurate Salesforce records and meet sales SLAs for scalable growth. Demonstrate coachability and apply leadership feedback to improve. 🎯 Requirements 5+ years in independent financial advising or B2B fintech/SaaS sales. Proven quota attainment in fast-paced environments. Strong consultative sales skills. Ability to quickly understand complex product features. BA/BS in Business, Marketing, or related field preferred. Securities licenses (Series 7/63) and tech aptitude with G Suite, Slack, Salesforce, Zendesk. 🎁 Benefits Office spaces in Culver City, SF, and Dallas. Premium healthcare, dental, and vision insurance. 401k with 4% match and immediate vesting. 16 weeks paid parental leave after one year. Mobility program and annual L&D budget for growth. One month work-from-anywhere policy.