Inside Sales Manager

About Altruist

Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in! 

If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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 an Internal Sales Manager to join our Client Development team. You will lead a team of sales representatives towards achieving revenue goals by overseeing day-to-day sales operations, managing pipeline activity, and providing coaching to ensure your team is successful. This role requires a strong focus on assessing and optimizing our sales processes, monitoring performance metrics, and collaborating with marketing and product teams to ensure alignment with customer needs.

Your impact

• Consistently demonstrate sales competencies and lead team to hit quota
• Create realistic forecasts for assigned territory based on historical data, current pipeline, and market conditions
• Design, implement, and continuously improve on strategy and processes to support predictable and scalable growth
• Manage team effectively, foster employee engagement, and provide ongoing, data-driven coaching and feedback
• Systematically capture advisor/client feedback to help inform company priorities (e.g., product roadmap, marketing campaigns)
• Contribute to the sales team’s goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce
• Demonstrate coachability and growth mindset; absorb and apply feedback to increase effectiveness and efficiency

What you bring

• Experience - 5+ years of experience 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
• Technical aptitude - You’re technologically savvy and can easily get up to speed on modern tech stacks (i.e., Salesforce, Google Drive, etc.)
• Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
• Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
• Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
• Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives. 
• Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
• Bonus points if you bring
  • FINRA series 7 and 63 licenses

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best wh