Client Development Representative

| Greater LA Area | Remote
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Altruist is an LA fintech company on a mission to make financial advice better for everyone. If you're passionate about building meaningful products that people love to use, then you’ll love what we’re up to. Our team is solving a huge problem that requires big-picture thinkers who are motivated to make a real difference through their work.

We’re looking to hire an engaging, self-directed, results-oriented Client Development Representative (CDR) to provide pre-sales support. This role will be responsible for qualifying opportunities through inbound leads and targeting outbound prospects. As one of the first touch points for prospective customers with the potential to set the tone for the entire sales cycle, the CDR role demands nothing less than exceptional active listening, EQ, and analytical skills.

What You’ll Do:

  • Build a strong pipeline of prospective customers
  • Engage with and qualify inbound leads and inquiries
  • Source and solicit outbound prospective customers
  • Schedule appointments, introductions, and demos for Altruist
  • Act as the subject matter expert on Altruist offerings
  • Correlate customer pain points and needs with value that can be provided by Altruist
  • Present relevant Altruist benefits to customers based on identified needs
  • Follow-up post-sign-up to ensure satisfaction and a smooth onboarding experience
  • Update and manage all sales activities, opportunities, and account information in CRM
  • Work closely with other teams (CS, Marketing) to develop account intelligence
  • Implement creative ways to engage and build rapport to maintain your prospect pipeline
  • Achieve and exceed daily KPI’s and monthly quota

What You’ll Bring

  • 2+ years of experience in similar role, preferably B2B, SaaS, financial services
  • Solid understanding of the independent wealth management industry (e.g., RIAs)
  • Proven track record for articulating product value, assessing fit, and building rapport
  • Exemplary written, verbal, presentation, and active listening skills
  • High emotional intelligence
  • Able to deal with frequent change, delays, or unexpected events
  • Approach all job responsibilities with a sense of urgency and attention to detail; tenacious drive to exceed expectations
  • Team mindset focused on setting each other up for success
  • Comfortable being a follower, leader, or teammate as occasion demands; low ego
  • Proficient with core sales tools: CRM Platform (Salesforce, Hubspot, etc.), Zendesk, Google Apps, Microsoft Office
  • Ability to collaborate with a distributed sales team
  • BA/BS degree or relevant experience
  • FINRA Series 7 and Series 66 or 63 licensed (preferred), or the ability to complete these examinations in your first 180 days

What You’ll Get

At Altruist you’ll work with a talented group of hungry creators looking to disrupt our industry. You’ll be given the freedom to do your best work alongside down-to-earth developers, designers, and thinkers who are at the leading edge of their craft. We offer top-of-the-line health benefits, 401(k), a competitive salary, and a flexible schedule including unlimited vacation time. You’ll join at the ground floor and have the opportunity to make your mark and have a real say in how we build products. Our office is located in the heart of Venice, CA on Abbot Kinney Blvd. You’ll join a proven founding team that is backed by one of the most storied VCs in the US, Venrock. Together, we’re going to fix the broken parts of finance and investing (most of it).

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ScalaLanguages
    • SwiftLanguages
    • ReactLibraries
    • ReduxLibraries
    • AngularJSFrameworks
    • Node.jsFrameworks
    • SpringFrameworks
    • MongoDBDatabases
    • PostgreSQLDatabases
    • Google AnalyticsAnalytics
    • SketchDesign
    • FigmaDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • HubSpotCRM
    • MailChimpEmail
    • SendGridEmail

Location

Per GQ & Forbes magazine, "The coolest street/block in America." Abbot Kinney Blvd. The beach is also just a 15-minute walk away.

An Insider's view of Altruist

What’s the vibe like in the office?

Our office is relaxed and welcoming. We check our egos at the door and focus on producing great work together. Collaboration is paramount. While we're flexible, down-to-earth, and provide plenty of autonomy—we're also extremely motivated and hard-working. Altruist has a huge opportunity to make a big impact and we're dedicated to making it happen.

John

Head of Design

What does your typical day look like?

Our team has a collaborative spirit while also taking ownership of our areas of expertise. The environment at Altruist requires us to be flexible as we build our technology for our clients. Maintaining a balance between these multiple aspects is both challenging and fulfilling. I genuinely feel empowered and responsible to make an impact.

Gokul

Quantitative Researcher

What's something quirky about your company?

Let’s just say that I don’t dread Mondays anymore. People genuinely want to be here! Coming to work is like coming to hang out with great friends, and together we are building something that will help a lot of people. The days tend to fly by, and in the heart of Venice, there is never a dull moment!

Shabana

Marketing Manager

What are Altruist Perks + Benefits

Altruist Benefits Overview

Office on Abbot Kinney, 401k with 4% company match, stock options, unlimited PTO, free snacks/beverages, dog friendly office, flexible schedule, community volunteering, monthly lunch & learns, fun work environment.

Culture
Volunteer in local community
Altruist loves to volunteer in our communities. We have participated in beach clean-ups and looking to get involved with local charities, animal shelters and helping the homeless.
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Altruist offers stock options with a 4 year vesting schedule.
Child Care & Parental Leave Benefits
Flexible Work Schedule
Altruist provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Altruist offers commuter benefits for transit and parking. Altruist will deposit $100 each month towards your commuter benefits.
Stocked Kitchen
You want it, we probably have it. :)
Happy Hours
Happy hours are hosted every Thursday.
Parking
We offer employees flexible commuter benefits up to $100/mo, to be used however best for each team member.
Pet Friendly
Altruist pet policy is dog friendly daily.
Professional Development Benefits
Lunch and learns
Promote from within
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