Related skills
slack salesforce google workspace zendesk rebalancer📋 Description
- Deliver results and meet quarterly/annual quotas while supporting the team
- Develop deep understanding of Altruist platform and features
- Use consultative selling to build advisor trust and guide buying
- Capture advisor feedback to inform product roadmap and marketing
- Maintain accurate Salesforce records and meet SLAs
- Show coachability and apply feedback to improve
🎯 Requirements
- 5+ years as independent advisor or B2B sales in fintech/SaaS
- Track record of meeting/exceeding quotas in fast-paced environments
- Strong consultative sales skills
- Ability to quickly understand complex product features and articulate value
- BA/BS in Business/Marketing; Series 7 and 63 licenses
- Technical aptitude: Google Suite, Slack, Salesforce, Zendesk
🎁 Benefits
- Hybrid schedule with in-person collaboration
- Offices in Culver City, SF, and Dallas
- Competitive pay and equity for eligible roles
- Health insurance: medical, dental, and vision
- 401k with 4% match and immediate vesting
- Mobility program and annual L&D budget
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