Altruist

Sales

• Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors
• Use consultative selling to build trust, educate advisors, and guide them through the buying process to acquire, retain, and expand business
• Achieve individual quarterly and annual quota while supporting the broader sales team
• Effectively position Altruist, its platform, and features such as the rebalancer and Model Marketplace
• Systematically capture advisor feedback to inform company priorities, including the product roadmap and marketing campaigns
• Identify ways to improve the sales team while meeting sales service-level agreements
• Maintain accurate, complete records in Salesforce
• Absorb and apply feedback from sales leadership to increase effectiveness and efficiency

Explore Sales Executive at Altruist. Review requirements and application details.

Sales Executive

• Build a deep understanding of the Altruist platform and clearly position its capabilities to financial advisors
• Use consultative selling to build trust, educate advisors, and guide them through the buying process
• Acquire, retain, and expand business
• Achieve individual quarterly and annual quota while supporting the broader sales team
• Effectively position Altruist and features such as the rebalancer and Model Marketplace
• Systematically capture advisor feedback to inform company priorities, product roadmap, and marketing campaigns
• Improve the sales team while meeting sales service-level agreements
• Maintain accurate, complete records in Salesforce
• Apply feedback from sales leadership to increase effectiveness and efficiency