Job 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
As a Sales Enablement Manager, you’ll own the sales operating system that powers how Altruist grows. You’ll turn the Altruist Sales Playbook — built around Engagement Management, Pipeline Management, Business Development, and Book Management — into daily behavior, inspection, and improvement across all client-facing teams.
You’ll sit at the intersection of process, tools, and people: embedding a buyer-centric funnel into Salesforce and our sales tech stack, building training and coaching programs around it, while partnering with Sales, Customer Success, Operations, Marketing and Product to drive predictable, scalable performance. This role is ideal for someone who loves building systems and discipline around how teams sell, not just creating content.
Your impact
Own the execution of the Altruist Sales Playbook, ensuring the four pillars (Engagement, Pipeline, Business Development, Book Management) are clearly defined, taught, and adopted across AEs, internal sales, AMs, and BD
Turn the buyer‑centric funnel (from Targeted Firm through Live & Expanding) into concrete stage definitions, exit criteria, and “what good looks like” examples that reps and managers can explain in their own words
Ensure consistency and quality across every stage of the advisor journey — from initial engagement through onboarding, asset transfer, and long-term expansion
Standardize Engagement Management by operationalizing Valid Business Reasons (VBRs) and the Open–Get–Give–Close (OGGC) meeting model in templates, call guides, and CRM fields
Hardwire Pipeline Management by implementing clear rules for opportunity creation, configuring stage criteria in Salesforce, and ensuring stage moves are driven by buyer evidence, not rep opinion
Build onboarding and ongoing training programs tied to real sales behavior
Partner with Sales Managers to build targeted development plans (2–3 focus skills per rep), and provide coaching frameworks for call reviews, deal reviews, and ongoing skills development
Work cross‑functionally with Marketing, Product Marketing, Product, and Customer Success to ensure messaging, demos, and implementation motions align to the prescribed sales stages, playbooks and customer experience
What you bring
5–8+ years in Sales Enablement, Sales Operations, or Sales Leadership
Proven ability to drive adoption and behavior change across sales teams
Strong process design and program management skills: can map workflows, define standards, build rollouts, and manage cross‑functional projects from definition through adoption
High level of analytical fluency: comfort structuring and interpreting funnel metrics, stage conversion, win/loss, and productivity metrics and turning them into crisp recommendations
Strong bias toward clarity, simplicity, and accountability in how teams sell and how leaders manage
Bonus points
Experience enabling sales teams that sell to financial advisors, RIAs, or institutional wealth platforms.
Experience using LLMs and AI agents (Glean preferred) to improve sales workflows, inspection, and coaching leverage.
Background working in high‑growth, product‑led companies where GTM motions and operating systems are evolving quickly.
San Francisco, CA salary range
$120,000—$170,000 USD
What we bring
Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
A hybrid work schedule for most positions to promote strong, in-person collaboration.
Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
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).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.
Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.