Full-Time

Sales Enablement Lead

Posted on 4/30/2024

Altruist

Altruist

501-1,000 employees

All-in-one investment platform for advisors

Fintech

Senior

Los Angeles, CA, USA

Required Skills
Sales
Communications
Marketing
Requirements
  • 5+ years of experience in a sales enablement role for a B2B financial services or fintech organization
  • Track record of building, implementing, and continuously improving sales onboarding and training programs to improve business outcomes
  • Extensive knowledge of B2B sales processes, skills, and tools to drive efficiency, effectiveness, predictability, and scalability
  • Exceptional communication skills (written and verbal)
  • Strong problem solving and analytical skills
  • Commitment to high standards, data-driven decision-making, continuous improvement, and teamwork
Responsibilities
  • Build, implement, measure and continuously improve how we onboard, train, and equip our sales team to drive results
  • Work closely with sales leadership, sales operations, and product marketing to develop sales content and ensure it is accessible, organized, and current
  • Design and deliver training through a variety of methods to maximize efficiency and learning retention
  • Set onboarding goals for sales team, measure results, and offer data-driven recommendations to sales leadership to improve hiring and performance
  • Conduct quantitative and qualitative analyses to identify gaps in sellers’ knowledge, skills, or abilities and craft and execute plans to close these gaps
  • Lead special projects for sales leadership as needed (e.g., drafting coaching guides, implementing new sales tools, developing certifications programs)

Altruist offers an all-in-one investment platform for financial advisors, featuring intuitive software for account opening, trading, reporting, and billing, along with digital bulk transfers and high-touch support. The platform utilizes commission-free fractional share trading, a model marketplace, and automated rebalancer to streamline operations and exceed client expectations.

Company Stage

Series D

Total Funding

$297M

Headquarters

Culver City, California

Founded

2018

Growth & Insights
Headcount

6 month growth

14%

1 year growth

45%

2 year growth

105%