BDR for AI Wealth Platform: Pipeline Growth

Altruist; San Francisco (CA); Hybrid; USD 95,000 - 116,000; Full time

Benefits offered by this job

Premium healthcare

401k with match

Parental leave

Employee development program

Work from anywhere (limited)

Job summary

Altruist is hiring a Business Development Representative to generate and qualify pipeline in the hundreds of thousands of dollars monthly. You will own top-of-funnel execution, respond quickly to inbound interest, and run targeted outbound to ICPs while partnering with AEs to convert interest into meetings and opportunities.

This foundational role offers a hybrid setup with four in-office days per week at our San Francisco FiDi location, and a compensation package including base and variable

Qualifications

• 1+ years in a BDR or high-cadence customer-facing role.
• Strong written and verbal communication; comfortable with discovery and objection handling.
• High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity.
• Data-informed mindset: you track what’s working, diagnose drop-offs, and adjust.
• Familiarity with CRM and sales tooling.

Responsibilities

• Generate pipeline by balancing inbound follow-up and outbound prospecting.
• Qualify and route leads: conduct first-touch discovery, assess fit, schedule next steps with AEs.
• Execute targeted outbound plays (email, phone, LinkedIn) to reach ICP decision-makers.
• Create a great buyer experience: thoughtful follow-ups, clear next steps, fast responses.
• Maintain clean CRM data, track activity, and share feedback with Product/Sales/Marketing.
• Iterate messaging, sequences, and channels; bring learnings to the team.

Skills

Strong communication

Ownership & pace

Data-informed mindset

CRM familiarity

Tools

Salesforce

HubSpot

Sales engagement tools

Job description

Altruist is hiring a Business Development Representative to generate and qualify pipeline in the hundreds of thousands of dollars monthly. You will own top-of-funnel execution, respond quickly to inbound interest, and run targeted outbound to ICPs while partnering with AEs to convert interest into meetings and opportunities.

This foundational role offers a hybrid setup with four in-office days per week at our San Francisco FiDi location, and a compensation package including base and variable