Sales Development Representative

Altruist is entering an exciting phase, and we're looking for a Sales Development Representative (SDR) to join our Client Development team. In this role, you will be responsible for driving high-quality top-of-funnel activity and generating qualified opportunities for our sales team through a mix of inbound qualification and targeted outbound prospecting.

If you're passionate about sales, energized by high-volume outreach, and excited to build a career in a fast-growing fintech environment, this is the role for you.

- Qualify inbound leads (e.g., marketing-qualified leads) and efficiently route them to the appropriate account owners with clear context and next-step recommendations.

- Drive high-volume, multi-channel outbound prospecting, with phone as your primary channel, supplemented by email and professional social platforms (e.g., LinkedIn), to generate new sales-qualified opportunities.

- Maintain a consistent daily outreach cadence (e.g., targeted calls and total touches per day) that aligns with team goals and supports a healthy, predictable pipeline.

- Execute weekly, theme-based prospecting campaigns informed by market developments, territory priorities, and guidance from sales leadership.

- Use independent judgment to qualify prospects, determining when a lead is ready to enter the sales pipeline and be handed off to the appropriate sales owner.

- Leverage consultative selling skills to build trust with advisors, educate them, and guide them through early stages of the buying journey.

- Quickly develop a deep understanding of the Altruist platform and core features in order to clearly articulate value and differentiation in first-touch conversations.

- Systematically capture prospect and client feedback to help inform broader company priorities (e.g., product roadmap, marketing campaigns, sales plays).

- Use Salesforce to rigorously track your activities, conversion metrics, and KPIs, and to understand the impact of your lead flow on territory funnel and results.

- Contribute to the sales team's goal of creating predictable, scalable growth by meeting SLAs, maintaining accurate and complete records in Salesforce, and proactively identifying ways to improve team performance.

- Demonstrate coachability and a growth mindset, actively seeking and applying feedback from sales leadership to increase your effectiveness and efficiency.

- Experience - At least 2 years of experience as a sales professional in a B2B financial services, fintech, or SaaS organization, with a track record of meeting or exceeding quotas in a fast-paced environment

- We will also consider early-career candidates with strong academic or internship experience in finance or financial technology who can demonstrate clear sales aptitude and drive

- Ability to quickly understand complex product features and explain how they create value for customers in simple, compelling language.

- Comfort with high-volume outbound outreach, particularly phone-based prospecting, and the resilience to handle rejection while maintaining energy and professionalism.

- Education - Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.

- Technical aptitude - You're technologically savvy and can easily get up to speed on modern tech stacks (i.e., Google Suite, Slack, Salesforce, Zendesk, etc.)

- 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 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.

- Experience selling into financial advisor, RIA, or wealth management audiences.

This role has a target OTE of $115,000, combining base salary and variable incentive compensation. Final compensation is individualized and based on experience and qualifications. Equity and benefits are included for full-time employees.