Sales Development Representative, Hazel AI

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist's broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

Hazel needs a Business Development Representative who can consistently generate and qualify pipeline in the hundreds of thousands of dollars per month. You'll own top-of-funnel execution - responding quickly to inbound interest and running targeted outbound to our ICP while partnering closely with AEs to convert interest into high-quality meetings and sales-qualified opportunities.

This is a foundational hire with direct impact on Hazel's growth trajectory and go-to-market playbook.

- Generate pipeline by running a balanced motion across inbound follow-up and outbound prospecting

- Qualify and route leads : run first-touch discovery, assess fit, and schedule next steps with AEs.

- Execute targeted outbound plays (email, phone, LinkedIn) to reach key decision-makers in ICP accounts.

- Create a great buyer experience : thoughtful follow-ups, clear next steps, and fast response times - especially on inbound.

- Operate with rigor : maintain clean CRM data, track activity, and improve conversion through feedback loops with Product, Sales and Marketing.

- Iterate your craft : test messaging, sequences, and channels; bring learnings back to the team to improve playbooks.

- Learn the Wealth management AI landscape and translate Hazel.ai's value into business outcomes for different personas (operators, leaders, technical stakeholders).

- Leverage AI to research accounts and craft high-signal, personalized outreach at scale - continuously testing messaging and sequences to improve reply rates, meetings set, and qualified pipeline conversion .

- 1+ years in a BDR role or a high-cadence customer-facing role.

- Strong written + verbal communication; comfortable with discovery and objection handling.

- High ownership and pace: you prioritize well, follow through, are organized and thrive in ambiguity.

- Data-informed mindset: you track what's working, diagnose drop-offs, and adjust.

- Familiarity with CRM and sales tooling (e.g., Salesforce/HubSpot + sales engagement tools).

- Experience selling into a defined ICP (SMB/MM/Enterprise) and partnering closely with AEs on account strategy.

- Comfort using intent signals and AI tools to personalize outreach and improve conversion.

This role has a target OTE of $105,000, 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.