Senior B2B FinTech Sales Executive — Remote

Altruist; Montana City (MT); On-site; USD 265,000 - 285,000; Full time

Benefits offered by this job

Office spaces

Competitive compensation

Health, dental, and vision insurance

401k with 4% match

16 weeks parental leave

Growth and development opportunities

Employee mobility program

L&D budget

Perks program discounts

Work from anywhere (1 month)

Job summary

Altruist, a fast-growing fintech, is seeking a Sales Executive to join the Client Development team. You’ll develop a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors.

You’ll use consultative selling to educate advisors and guide them through the buying process to acquire, retain, and expand business, while meeting quarterly and annual quotas. This role offers a generous compensation package and growth opportunities.

Qualifications

• Minimum 5 years of experience as a B2B sales professional in financial services, fintech, or SaaS.
• Proven track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills and ability to quickly understand complex product features and articulate value.
• Education: BA/BS in Business, Marketing, Economics, or related field.
• Securities licenses: Series 7 and 63.
• Technological aptitude with AI and modern tech stacks.
• Ownership, accountability, and excellent communication.
• Resilience, growth mindset, and coachability.

Responsibilities

• Build deep understanding of the Altruist platform and position its capabilities to financial advisors.
• Use consultative selling to educate advisors and guide them through the buying process to acquire, retain, and expand business.
• Meet quarterly and annual quotas and support the broader sales team.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Maintain accurate Salesforce records and meet sales SLAs.
• Demonstrate coachability and growth mindset to improve effectiveness.

Skills

B2B sales

Consultative selling

Quota attainment

Strong communication

Financial services/fintech SaaS

Education

BA/BS in Business/Marketing/Economics

Securities licenses Series 7 & 63

Job description

Altruist, a fast-growing fintech, is seeking a Sales Executive to join the Client Development team. You’ll develop a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors.

You’ll use consultative selling to educate advisors and guide them through the buying process to acquire, retain, and expand business, while meeting quarterly and annual quotas. This role offers a generous compensation package and growth opportunities.