Altruist

Altruist

Head of Customer Deployment, Hazel AI

San Francisco, CA

Sponsorship not specified$200k-$250kDetected 28 days ago
Data EngineeringCRMLeadershipCollaboration

About the role

  • This person will define the methodology, operating model, team structure, and playbooks that enable wealth management firms to adopt Hazel quickly, successfully, and at scale.

Responsibilities

  • Build and own the post-sales function from zero, including methodology, team design, operating rhythms, metrics, and playbooks.
  • Own the data migration and integration strategy at a systems level, solving implementation risk structurally rather than account by account.
  • Build internal expertise and repeatable knowledge across the wealth management technology stack, including CRM, custodial, financial planning, and file storage integrations.
  • Partner closely with Product to translate field learnings into product improvements, including integration templates, automated data ingestion, and self-service onboarding capabilities.
  • Own core commercial post-sales outcomes across the book of business, including net revenue retention, gross revenue retention, time-to-value, and expansion revenue.
  • Hire, lead, and develop a team of implementation individual contributors as the business scales.
  • Partner with Sales on pre-sales demo environments and support the broader commercial motion where technical implementation credibility matters.
  • Build self-service and Help Center infrastructure so lower-touch accounts can onboard successfully without requiring full white-glove deployment.
  • This leader will own the most important implementation challenge in the business: turning complex, fragmented advisor data and workflows into a repeatable, scalable onboarding motion across a wide range of firms.
  • Our offices are intentionally designed for comfort, collaboration, and productivity.

Requirements

  • 8-12 years of experience in post-sales leadership, implementation leadership, solutions engineering leadership, or a closely related function.
  • Deep technical credibility, with strong understanding of integration architecture, data pipelines, APIs, and implementation tooling.
  • Strong commercial orientation, with a track record of thinking beyond customer satisfaction toward retention, expansion, and payback efficiency.
  • Experience managing the tension between high-touch delivery and scalable execution, including productizing implementation work so team growth does not scale linearly with customer growth.
  • Experience in wealth management or fintech.
  • Familiarity with RIA technology stack, including custodial data, CRM systems, financial planning tools, and related advisor workflows.
  • Experience serving a market where reputation, implementation quality, and repeatability are critical differentiators.
  • we expect to pay for proven capability.
  • Proven experience building a post-sales or implementation function from scratch, not just inheriting and managing an existing team.
  • Demonstrated ability to lead implementation engineers and make sound build-versus-buy decisions across the post-sales tech stack.
  • Strong cross-functional leadership skills, with the ability to partner effectively across Sales, Product, and Customer-facing teams.
  • Bonus points
  • Leveling & compensation
  • This is a foundational hire
  • we expect to pay for proven capability. This role has a target compensation range of $200,000-$250,000 and competitive equity. Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.

Skills

  • About Altruist
  • Kindness - Kindness doesn't just equal niceness.
  • Since its launch last September, Hazel has organically and rapidly grown its user base.

Compensation

  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.

Benefits

  • Competitive pay and equity for eligible positions.
  • Premium healthcare, dental, and vision insurance plans (HMO and PPO).
  • 401k savings plan with a 4% match and immediate vesting.
  • 16 week paid parental leave after one year of employment.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).

Company info

  • Define and continuously improve a tiered deployment model, with distinct motions for middle-market firms and SMB customers, and clear time-to-value targets for each.
  • We're looking for a senior post-sales leader to build and own Hazel's implementation and deployment function from the ground up.
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