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Senior Sales Executive, Enterprise

Altruist
CompanyAltruist
CategorySales
LocationRemote
RemoteRemote
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted3 Aug 2026
Last verified11 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
About Altruist Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. 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! But first, our values Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully. Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one. Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles. The opportunity Altruist is seeking a Senior Sales Executive for our Enterprise team to own and navigate qualified opportunities from discovery through successful onboarding. 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. 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. Your impact 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. What you bring 10+ years of enterprise sales, strategic account management, or complex client-facing experience in wealth management, fintech, custody, or adjacent financial services. Stron