Associate Director, Sales Operations
Altruist
About Altruist
Altruist is the modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing — all in one streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone — but we can’t do it alone. We’re seeking exceptional talent to join our team. That’s where you come in!
If you’re passionate about challenging the status quo and making a meaningful impact in the financial advice industry, 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 senior leader within the Sales organization, you will play a pivotal role in shaping how Sales operates, scales, and delivers value—building the operational backbone and enablement engine behind our go-to-market strategy. You’ll step into this role during a period of hypergrowth, as we expand upmarket and broaden our ideal customer profile—bringing new complexity, opportunity, and demand for operational maturity.
You’ll lead key initiatives that improve execution, enablement, and performance while partnering cross-functionally to support strategic planning, data-driven decision-making, and a seamless customer experience.
Your impact
- Act as a strategic partner to Sales Leadership: Turn strategy into action by operationalizing GTM priorities, managing high-impact initiatives, and scaling performance across the sales org.
- Build and lead Sales Enablement: Stand up a dedicated function focused on onboarding, playbooks, coaching, and content—complementing centralized training and driving frontline readiness.
- Own forecasting and planning: Lead pipeline forecasting, compensation modeling, quota and territory planning, and capacity analysis to ensure visibility and resource alignment across Sales and Finance.
- Translate insights into action: Turn complex sales and CRM data into executive-level insights that inform decision-making, prioritize enablement, and improve rep performance.
- Optimize the customer journey: Collaborate across Marketing, Support, Onboarding, and RM to identify and resolve friction points from acquisition to retention—delivering a seamless, compliant experience across a regulated customer lifecycle.
- Operate with governance and rigor: Adhere to Salesforce governance standards while partnering with platform owners to ensure process and data integrity, as well as consistent, reliable reporting.
- Adapt best practices to a unique sales model: Apply and tailor strategies from SaaS and fintech to the custodial platform context—navigating regulatory complexity and advisor-specific workflows.
- Lead and mentor Sales Ops talent: Manage a hands-on team member focused on execution and systems support—ensuring day-to-day needs are met while driving toward long-term scale.
- Model leadership and mission-driven values: Act as a cultural leader who brings urgency, curiosity, and integrity to every part of the sales and enablement process.
What you bring
- Experience - 10+ years of experience in Sales Operations, Revenue Operations, or GTM Strategy, with at least 5 years in a leadership role at a SaaS or fintech company
- Deep understanding of forecasting methodologies (e.g., weighted pipeline, AI-assisted models) and hands-on ownership of opportunity and sales KPI forecasting
- Expert-level Salesforce expertise, with a strong command of sales process optimization, pipeline visibility, forecasting accuracy, and reporting
- Experience collaborating with business intelligence teams to define requirements and guide the development of impactful, executive-ready data visualizations that surface key insights, track KPIs, and support strategic decision-making.
- Technical aptitude - You’re technologically savvy and possess advanced excel skills, including complex formulas, pivot tables, data modeling, and scenario analysis
- Ownership - The pride you put into every aspect of your work is unparalleled and undeniable
- Superb communication - Intentional dialogue is a superpower. You listen as well as you share your perspective with others.
- Resilience - We’re inspired by your unwavering determination to achieve success, no matter the adversity you face along the way.
- Assurance - Your confidence is brilliant, yet ego-less. You possess a strong knowledge base, the ability to discover the unknown, and are open to differing perspectives.
- Creative problem solving - Identifying the problem is simply not enough. You’re instinctually creative with your approach in finding solutions to roadblocks.
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 and a healthy work-life-balance.
- 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, as well as equity for eligible positions
- Premium healthcare, dental, and vision insurance plans
- 401k savings plan with matching contributions and immediate vesting
- Generous paid parental leave
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee
- Physical and emotional wellness programs that nurture both your mind and body
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, entertainment and travel, etc.)
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.)
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.