Strategic WealthTech SaaS Sales Executive

Altruist; Montana; Remote; USD 265,000 - 285,000; Full time

Benefits offered by this job

Premium healthcare

401k with 4% match

16 weeks parental leave

Employee mobility program

L&D budget for each employee

Work from anywhere policy

Job summary

Altruist is seeking a Sales Executive to join our Client Development team. You will build deep product knowledge and clearly position capabilities to financial advisors, using consultative selling to guide the buying process and expand business.

You will drive advisor relationships, hit quarterly quotas, and help scale growth by incorporating advisor feedback into product and marketing strategies. This role emphasizes high-velocity, strategic collaboration across teams.

Qualifications

• 5+ years of experience in B2B financial services, fintech, or SaaS sales.
• Proven track record of meeting or exceeding quotas in a fast-paced environment.
• Strong consultative sales skills and ability to articulate product value.

Responsibilities

• Build deep understanding of the Altruist platform and position its capabilities to advisors.
• Utilize consultative selling to guide advisors through the buying process to acquire, retain, and expand business.
• Capture advisor feedback to inform product roadmap and marketing campaigns.
• Meet sales SLAs and maintain accurate records in Salesforce.
• Demonstrate coachability and a growth mindset to increase effectiveness.

Skills

Consultative selling

Relationship building

Strong communication

Financial services sales

Business acumen

Education

Bachelor's degree in Business/Marketing/Economics

Series 7 and 63 licenses

Job description

Altruist is seeking a Sales Executive to join our Client Development team. You will build deep product knowledge and clearly position capabilities to financial advisors, using consultative selling to guide the buying process and expand business.

You will drive advisor relationships, hit quarterly quotas, and help scale growth by incorporating advisor feedback into product and marketing strategies. This role emphasizes high-velocity, strategic collaboration across teams.