Senior Sales Executive, Enterprise

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🕒 2 dias atrás

🏄 California, Texas – Remoto

🏄 California – Remote 🤠 Texas – Remote

⏰ Tempo Integral

🟠 Sênior

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Altruist

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💼 Consultoria

📦 Logística

📣 Marketing

Consulting • Logistics • Marketing

A Altruist é uma empresa moderna de tecnologia e serviços financeiros que fornece ferramentas e serviços para ajudar Consultores de Investimentos Registrados (RIAs) a alcançar melhores resultados para os clientes. A Altruist oferece gestão de portfólio, relatórios e soluções para gerenciar taxas e faturamento através de uma plataforma aberta e escalável. A empresa também fornece serviços de corretagem e custódia, tornando os serviços de consultoria financeira mais eficientes e econômicos. A Altruist está comprometida com a inovação no comércio de renda fixa e apoia consultores com uma variedade de soluções tecnológicas para aumentar a produtividade e a rentabilidade enquanto reduz ineficiências. A Altruist Financial LLC, membro da FINRA e SIPC, supervisiona as operações de corretagem, oferecendo negociações sem comissão, e a Altruist LLC fornece serviços de consultoria como um consultor de investimentos registrado na SEC.

Descrição

• Own a portfolio of large, complex enterprise opportunities and lead them from discovery through onboarding • Coordinate deals with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support • Build and maintain account plans, deal notes, internal next steps, and external action plans • Lead multi-threaded deal strategy across executive, operational, and advisor stakeholders • Run business-case and solution-alignment conversations connecting the platform, pricing, service model, and roadmap to prospect priorities • Communicate with prospects about product gaps, commercial complexities, and implementation questions while coordinating internal partners • Partner on commercial structuring, pricing discussions, and proposal development for strategic firms • Improve Enterprise playbooks, sales processes, account-plan quality, and deal communication • Maintain Salesforce hygiene, stage management, and deal inspection rigor to support accurate forecasting and improve sales performance • Travel as needed for onsite visits, executive meetings, strategic presentations, and critical late-stage deal moments

🎯 Requisitos

• 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, advisor business models, custody dynamics, and operational workflows • Proven ability to move complex opportunities through solution alignment, business case, onsite diligence, and commit stages toward signed proposals • Ability to identify champions, skeptics, political realities, and false-positive deal momentum • Strong commercial instincts and comfort with pricing, packaging, and proposal nuance • High emotional intelligence and strong executive presence • Strong cross-functional leadership without formal authority • Excellent written and verbal communication with disciplined follow-through • Comfort working in a collaborative shared-ownership structure • SIE, Series 7, and Series 63 licenses, or ability to obtain them within 90 days of employment

🏖️ Benefícios

• 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 • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.) • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.) • One month work from anywhere policy (with the exception of a few countries) • Stock Options (ISOs) for eligible roles