Sales Executive, Pacific North West

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About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is in the midst of an exceptional growth phase and we're excited to hire a Sales Executive to join our growing Client Development team. In this role, you'll build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors. You'll use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business. You'll also help create predictable, scalable growth by sharing advisor feedback, meeting sales service-level agreements, and continuously improving how the team works. Your impact Deliver results and demonstrate our core values while achieving individual quarterly and annual quota and supporting the success of the broader sales team. Quickly develop a deep understanding of the Altruist platform and effectively position Altruist , the platform, and specific features such as the rebalancer and Model Marketplace. Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business. Systematically capture advisor feedback to help inform company priorities, including the product roadmap and marketing campaigns. Proactively identify ways to improve the sales team while meeting sales service-level agreements and maintaining accurate, complete records in Salesforce. Demonstrate coachability and a growth mindset by absorbing and applying feedback from sales leadership to increase effectiveness and efficiency. What you bring Experience - At least 5 years of experience as a sales professional at a B2B financial services, fintech, or SaaS organization. A track record of meeting or exceeding quotas in a fast-paced environment. Strong consultative sales skills. The ability to quickly understand complex product features and articulate how they create value for customers. Education - Ideally, a B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, etc. Securities licenses - Series 7 and 63 licenses Technical aptitude - Technologically savvy and able to quickly get up to speed on modern tech stacks, including AI and agentic workflows Ownership - You take exceptional pride in every aspect of your work and hold yourself accountable for delivering high-quality results. Superb communication - You practice intentional dialogue, listen thoughtfully, and share your perspective clearly with others. Resilience - You demonstrate unwavering determination to achieve success, even in the face of adversity. Assurance - You bring confident, ego-less judgment; a strong knowledge base; the ability to discover the unknown; and openness to differing perspectives. Creat

关于 Altruist Altruist 正在通过为财富专业人士构建 AI 平台，改变价值数万亿美元的财富管理行业。我们与全国各地的财务顾问合作，赋能他们成长、优化时间和资源，并为客户交付卓越成果。我们正在寻找杰出人才，帮助我们实现让财务建议更好、更可负担、更普及的使命。如果你热衷于挑战现状，并希望从事一生中最重要的工作，我们很乐意认识你！但首先，我们的价值观 善意——善意不仅仅等于友善。我们倾听以理解。我们拥抱并鼓励健康的辩论和多元视角。我们以开放、诚实和尊重的方式处理冲突。卓越——谦逊是我们最引以为傲的品质，成长型思维始终是我们最看重的。我们对自己接触的一切负责；经常运用我们独特的超能力，作为团队朝着共同目标前进。我们同成同败。坚韧——当挑战出现时，我们始终高度专注于实现使命并找到前进之路，即使困难重重。我们敏捷灵活并保持紧迫感，迅速适应变化并克服障碍。机会 Altruist 正处于卓越的增长阶段，我们很高兴招聘一名 Sales Executive 加入我们不断壮大的 Client Development 团队。在这个角色中，你将深入理解 Altruist 平台，并向财务顾问清晰传达其能力。你将运用顾问式销售建立信任、教育顾问，并引导他们完成购买流程，以获取、保留和扩展业务。你还将通过分享顾问反馈、达成销售服务级别协议以及持续改进团队工作方式，帮助创造可预测、可扩展的增长。你的影响 交付成果并践行我们的核心价值观，同时实现个人季度和年度配额，并支持更广泛销售团队的成功。快速深入理解 Altruist 平台，并有效传达 Altruist、该平台以及再平衡器和 Model Marketplace 等具体功能的价值。运用顾问式销售技巧与顾问建立信任、教育他们，并引导他们完成购买流程，以获取、保留和扩展业务。系统性地收集顾问反馈，帮助为公司优先事项提供信息，包括产品路线图和营销活动。主动识别改进销售团队的方法，同时达成销售服务级别协议，并在 Salesforce 中维护准确、完整的记录。通过吸收并应用销售领导层的反馈来提升有效性和效率，展现可教练性和成长型思维。我们希望你具备 经验——至少 5 年在 B2B 金融服务、fintech 或 SaaS 组织担任销售专业人士的经验。在快节奏环境中达成或超越配额的良好记录。强大的顾问式销售技能。能够快速理解复杂产品功能，并清晰说明它们如何为客户创造价值。教育——理想情况下，拥有相关领域的 B.A./B.S. 学位，如 Business、Marketing、Economics 等。证券执照——Series 7 和 63 执照 技术能力——具备技术敏锐度，能够快速熟悉现代技术栈，包括 AI 和 agentic workflows 主人翁意识——你对工作的各个方面都倍感自豪，并对交付高质量成果负责。卓越沟通——你践行有意识的对话，认真倾听，并清晰地向他人分享你的观点。韧性——即使面对逆境，你也展现出实现成功的不屈决心。自信——你带来自信、无自我的判断力；扎实的知识基础；发现未知的能力；以及对不同观点的开放态度。创造

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