Senior Enterprise Sales Executive

Who you are

• If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!
• This role requires a seller who can deeply understand prospect priorities, articulate our platform's value, and build compelling business cases that drive action through a kind, confident, and consultative approach
• 10+ years of enterprise sales, strategic account management, or complex client-facing experience in wealth management, fintech, custody, or adjacent financial services
• Strong grasp of the RIA ecosystem, including advisor business models, custody dynamics, operational workflows, and the realities of selling into large, multi-stakeholder firms
• Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages toward a signed proposal
• Excellent judgment in stakeholder mapping. You know how to identify champions, surface skeptics, assess political reality inside a prospect, and avoid false-positive deal momentum
• Strong commercial instincts and comfort with pricing, packaging, and proposal nuance, especially when enterprise firms need tailored economics or phased solutions
• High emotional intelligence and strong executive presence. You can push a deal forward without becoming pushy, and you know how to balance confidence with honesty when the answer is not yet fully defined
• Strong cross-functional leadership without relying on formal authority. You can keep internal partners aligned, informed, and focused on what matters most to win the deal the right way
• Excellent written and verbal communication, with disciplined follow-through on notes, next steps, and internal/external expectations
• Comfort working inside a collaborative structure where success depends on communication, role clarity, and shared ownership rather than isolated heroics
• SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days of employment
• If you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles

What the job involves

• Altruist is seeking a Senior Sales Executive for our Enterprise team to own and navigate qualified opportunities from discovery through successful onboarding
• You will lead the account strategy, identify the real champions and skeptics, and align internal teams to move complex deals forward with credibility and a sense of urgency
• In this capacity, you will own high-level deal strategy, account plans, executive relationships, negotiation, and the process discipline necessary to repeatedly close Enterprise accounts
• Own a portfolio of large, complex enterprise opportunities and lead them from discovery through onboarding
• Act as the leader for your deals, coordinating closely with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support
• Build and maintain detailed account plans, deal notes, internal next steps, and external action plans that keep complex opportunities organized and moving
• Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders, identifying who is truly driving the deal, who still needs to buy in, and where hidden resistance may exist
• Run thoughtful business-case and solution-alignment conversations that connect Altruist’s platform, pricing, service model, and roadmap to the prospect’s real operating and growth priorities
• Maintain calm, credible communication with prospects when there are product gaps, commercial complexities, or implementation questions, while pulling in internal partners to define pragmatic paths forward
• Partner with internal teams on commercial structuring, pricing discussions, and proposal development for strategic firms where standard motions are not sufficient
• Help improve the Enterprise operating system by regularly iterating on playbooks, sales process, account-plan quality, and deal communication across the organization
• Maintain strong Salesforce hygiene, stage management, and deal inspection rigor so the team can forecast accurately and improve stage velocity, close rate, and opportunity quality over time
• Travel as needed for onsite visits, executive meetings, strategic presentations, and critical late-stage deal moments

Benefits

• Grow your career: Altruist is a thoughtful, fast-growing company that values high achievers
• Our success is your success: Be rewarded for doing great work - competitive compensation and equity for all team members
• Take care of yourself: Health, dental, and vision coverage, available on your first day
• Work-life integration: We work hard and respect everyone’s whole selves
• You're welcome here: Altruist is proud to be an equal opportunity employer. We’re committed to inclusivity