Sales Executive, Northern CA
Core
B2B sales executive selling an AI wealth management platform to financial advisors.
Role type
Senior B2B sales executive
Builds
AI platform for wealth professionals (rebalancer, Model Marketplace)
Domain
Fintech / Wealth Management
Deliverable
production ML models
Required skills
consultative selling, quota achievement, complex product articulation, Salesforce proficiency, technical aptitude (AI/agentic workflows)
Preferred skills
Series 7 and 63 licenses, B.A./B.S. in Business/Marketing/Economics
Technologies
Salesforce, AI platforms, agentic workflows
Responsibilities
Position Altruist platform and features to financial advisors; guide advisors through buying process to acquire, retain, and expand business; capture advisor feedback for product roadmap; meet sales service-level agreements; maintain accurate Salesforce records.
Seniority
Senior, hands-on IC
