Senior Sales Engineer, EnterpriseAltruist • San Francisco, CA, United States
Senior Sales Engineer, Enterprise
Altruist • San Francisco, CA, United States
[job_card.1_day_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Collaborate closely with the GM of Enterprise to develop and continuously refine a Go‑To‑Market strategy for the enterprise segment. Drive sales execution by partnering with the client development team throughout the sales cycle—answering technical questions, delivering customised demos and presentations, and coordinating meetings with subject matter experts and stakeholders. Lead the end‑to‑end implementation and onboarding process for new enterprise clients; ensure a smooth handoff from sales, manage technical requirements, coordinate integrations, etc. Own ongoing relationships of enterprise clients—run formal and informal business reviews with tracked KPIs to achieve customer satisfaction and increase wallet share. Develop a deep understanding of the Altruist platform to maximise demo and discussion of its capabilities. Institute consultative solutioning with prospects and clients, requiring a solid grasp of the wealth management tech stack and operational processes. Systematically capture advisor feedback to inform company priorities (product roadmap, marketing campaigns). Contribute to the sales team’s goal of creating predictable, scalable growth by identifying ways to improve the team, meeting sales SLAs, and maintaining accurate Salesforce records. Demonstrate coachability and a growth mindset; absorb and apply feedback from sales leadership. Travel as required during the pre‑ and post‑sales process. Develop competitive information and insights on legacy competitor custodians and understand how parts of their business and product operate. 10+ years of experience in sales engineering, solutions consulting, or technical pre‑sales, ideally supporting a B2B financial services or wealth management platform. Deep domain knowledge of the RIA ecosystem, broker‑dealer infrastructure, and portfolio management workflows; experience with custodial platforms and compliance is a strong plus. Technical fluency—ability to understand and explain complex API integrations, data flows, and back‑end processes to technical and non‑technical audiences. Enterprise selling acumen—deep understanding of enterprise sales cycles, including discovery, proof‑of‑concept, security reviews, etc., acting as a trusted technical advisor. Ownership—pride in every aspect of your work. Superb communication—intentional dialogue, listening, and sharing perspectives. Resilience—determination to achieve success amid adversity. Assurance—confidence without ego, open to differing perspectives. Creative problem‑solving—identifying problems and creatively finding solutions. A hybrid work schedule for most positions fostering collaboration and work‑life balance. Stunning, amenity‑filled office spaces in Culver City, CA; San Francisco, CA; and Dallas, TX. Competitive pay and equity for eligible positions. Premium healthcare, dental, and vision plans (HMO and PPO). 401k savings plan with a 4% match and immediate vesting. 16‑week paid parental leave. Professional growth and development opportunities, including an employee mobility program and an annual L'D budget allocation. Company perks program—discounts on pet insurance, fitness, cell phone plans, entertainment, and travel. Financial guidance program—counselling on debt, budgeting, saving, planning goals, and home purchasing. One‑month work‑from‑anywhere policy (exceptions apply in a few countries). Seniority level – Mid‑Senior level Employment type – Full‑time Job function – Sales and Business Development
Join to apply for the Senior Sales Engineer, Enterprise role at Altruist .
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, optimise time and resources, and deliver superior outcomes for their clients.
Our Values
- Kindness – Kindness isn’t just niceness. We listen to understand, embrace healthy debate and diverse perspectives, and approach conflict openly, honestly, and respectfully.
- Brilliance – We take ownership in everything we do, use our unique superpowers to achieve common goals, and succeed and fail as one.
- Grit – When challenges arise, we stay laser focused on our mission, adapt swiftly, and overcome obstacles.
Opportunity
Altruist is in the midst of an exceptional growth phase and we’re excited to hire a Senior Sales Engineering leader to join our growing Enterprise Products team.
Your Impact
What You Bring
What We Bring
Total compensation includes a competitive benefits package and equity in the form of Stock Options (ISOs) for eligible roles. Salaries are determined by experience, skill level, internal pay equity, geographic location, and other relevant factors. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay.
We don’t require you to meet every single qualification. Studies show that women and people of colour are less likely to apply unless they meet every requirement. 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, we encourage you to apply anyway.
Job Details
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