Senior Sales Executive, Enterprise

About the role

As a Senior Sales Executive for the Enterprise segment at Altruist, you will play a pivotal role in driving the growth of our innovative financial technology solutions tailored for financial advisors and their clients. This position requires a strategic mindset and a passion for building strong relationships with enterprise-level clients. You will be responsible for identifying new business opportunities and nurturing existing relationships to enhance our market presence. Your contributions will directly impact our mission to transform the wealth management industry through technology and exceptional service.

Key facts

What you'll do

• Develop and execute a comprehensive sales strategy to penetrate the enterprise market and achieve revenue targets.
• Identify and engage potential enterprise clients, effectively communicating the value of Altruist's offerings.
• Build and maintain strong relationships with key decision-makers and stakeholders within target organizations.
• Conduct in-depth product demonstrations and presentations to showcase Altruist's technology and solutions.
• Collaborate closely with the marketing team to create targeted campaigns and materials that resonate with enterprise clients.
• Analyze market trends and competitive landscape to inform sales strategies and identify opportunities for growth.
• Negotiate contracts and close deals, ensuring a smooth transition from sales to implementation.
• Provide ongoing support to clients post-sale, ensuring their needs are met and fostering long-term partnerships.
• Track and report on sales performance metrics, providing insights to management on progress and areas for improvement.
• Participate in industry events and networking opportunities to enhance Altruist's visibility and establish connections within the financial services sector.

Requirements

• Minimum of 5 years of experience in enterprise sales, preferably in the financial services or technology sectors.
• Proven track record of meeting or exceeding sales targets and driving revenue growth.
• Strong understanding of wealth management and financial advisory processes.
• Excellent communication and presentation skills, with the ability to convey complex concepts in a clear and engaging manner.
• Demonstrated ability to build and maintain relationships with C-level executives and other key stakeholders.
• Proficient in using CRM software and sales tools to manage leads and track sales activities.
• Strong analytical skills, with the ability to interpret data and make informed decisions.
• Bachelor's degree in Business, Finance, or a related field; advanced degrees or certifications are a plus.

Nice to have

• Experience with SaaS sales models and subscription-based services.
• Familiarity with financial planning tools and investment management platforms.
• Previous experience working in a startup or fast-paced environment.
• Existing network within the financial services industry, particularly among enterprise clients.

Skills & tools

• Proficiency in CRM systems (e.g., Salesforce, HubSpot) to manage customer relationships and sales pipelines.
• Strong presentation tools (e.g., PowerPoint, Google Slides) for creating impactful sales materials.
• Familiarity with financial modeling and analysis tools to assess client needs and tailor solutions.
• Excellent negotiation skills to facilitate contract discussions and close deals effectively.
• Ability to leverage social media and digital marketing tools for lead generation and client engagement.
• Strong organizational skills to manage multiple projects and priorities simultaneously.

Practical notes

• This position is based in Culver City, CA, and may require occasional travel to meet with clients and attend industry events.
• The salary for this role is competitive and commensurate with experience, with additional performance-based incentives.
• Altruist offers a comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities.
• Candidates must be authorized to work in the United States and will not require visa sponsorship.

At Altruist, we are committed to fostering an inclusive and diverse workplace where every team member can thrive. If you are passionate about transforming the financial services industry and have the skills and experience we are looking for, we encourage you to apply for this exciting opportunity. Join us in our mission to empower financial advisors and their clients with innovative technology solutions that drive better outcomes.