Sales Development Representative - Altruist

About the position

Altruist is entering an exciting phase, and we're looking for a Sales Development Representative to join our Client Development team.

What you’ll do

• Qualify inbound leads (i.e., marketing qualified leads) and hand them off to account owners efficiently and effectively
• Conduct highly targeted outbound prospecting to help generate sales qualified leads
• Deliver results; demonstrate our core values to not only achieve individual quarterly and annual quota, but also support the success of the entire sales team
• Quickly develop a deep understanding of the Altruist platform and position Altruist, our platform, and specific features (e.g., rebalancer, Model Marketplace)
• Leverage consultative selling skills to build trust with advisors, educate them, and guide them through the buying process to acquire, retain, and expand business
• Systematically capture advisor 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 from sales leadership to increase effectiveness and efficiency

What you’ll bring

• At least 2 years of experience working as a sales professional at a B2B financial services, fintech, or SaaS organization
• Track record of meeting or exceeding quotas in a fast-paced environment
• Strong consultative sales skills
• Exceptional verbal and written communication skills
• Ability to understand complex product features quickly and articulate how they can create value for customers
• Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork

Nice to have

• Prior experience at a fast-growing B2B startup
• Series 7 and 63
• Proficient in Google Drive, Salesforce, and Slack