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Salary: USD 200,000 - 250,000 / annual
Altruist is an AI-powered platform transforming the wealth management industry by empowering financial advisors to grow, optimize resources, and deliver superior client outcomes. The company is in an exceptional growth phase and seeks an Internal Sales Manager to lead the Client Development team.
In this role, you will manage a sales team toward revenue goals by overseeing day-to-day sales operations, managing pipeline activity, and providing coaching to ensure team success. You will assess and optimize sales processes, monitor performance metrics, and collaborate with marketing and product teams to align with customer needs.
Key responsibilities include:
- Demonstrating sales competencies and leading the team to hit quota
- Creating realistic forecasts for assigned territories based on historical data, current pipeline, and market conditions
- Designing, implementing, and continuously improving strategy and processes to support predictable, scalable growth
- Managing the team effectively, fostering employee engagement, and providing ongoing, data-driven coaching and feedback
- Systematically capturing advisor feedback to inform company priorities (product roadmap, marketing campaigns)
- Contributing to predictable, scalable growth by identifying ways to improve the team, meeting sales SLAs, and maintaining accurate Salesforce records
- Demonstrating coachability and growth mindset; absorbing and applying feedback to increase effectiveness
Requirements:
- 5+ years managing a sales team at a B2B financial services, fintech, or SaaS organization with 10+ years of overall business development experience
- Proven track record of enabling individual sellers to hit or exceed quotas through strategic territory planning, sales enablement, coaching, and ongoing development
- B.A./B.S. degree in a relevant field such as Business, Marketing, Economics, or similar (ideally)
- Technologically savvy with ability to quickly get up to speed on modern tech stacks, including AI and agentic workflows
- Exceptional ownership, pride in work quality, and accountability for high-quality results
- Superb communication skills: intentional dialogue, thoughtful listening, clear perspective-sharing
- Resilience and unwavering determination to achieve success despite adversity
- Confident, ego-less judgment with strong knowledge base and openness to differing perspectives
- Creative problem-solving approach to overcoming roadblocks
- Bonus: FINRA Series 7 and 63 licenses
