Altruist

Altruist

Sales Development Representative

Los Angeles, CA · Intern · Internship

Sponsorship not specified$62k-$90kDetected 71 days ago
Product ManagementProduct StrategySalesforceSalesPipeline ManagementOutbound SalesZendeskCadenceLeadershipCommunicationCollaborationProblem Solving

About the role

  • 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.

Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.

Requirements

  • 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
  • Comfort with high‑volume outbound outreach, particularly phone‑based prospecting, and the resilience to handle rejection while maintaining energy and professionalism.
  • You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
  • Experience selling into financial advisor, RIA, or wealth management audiences.
  • 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
  • Ideally looking for a B.A. / B.S. degree in relevant fields such as Business, Marketing, etc.
  • 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.
  • 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.)
  • Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
  • 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.
  • Bonus points

Compensation

  • Compensation & Leveling

This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.