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Altruist logo

Sales Development Manager, Hazel AI

AltruistRIA Custodian/Platform company
San Francisco, United States$225K - $250KManager
GIC logo
GIC
Salesforce Ventures logo
Salesforce Ventures
Geodesic Capital
Baillie Gifford logo
Baillie Gifford
Carson Family Office
ICONIQ Growth logo
ICONIQ Growth
Sales & Account Management

About the role

TL;DR

Build and lead the top-of-funnel pipeline generation engine for Hazel AI.

  • Altruist is transforming wealth management with an AI platform.
  • Hazel AI is a key part of this mission, empowering financial advisors with AI-driven growth and efficiency.
  • This role will build and lead the top-of-funnel pipeline generation engine for Hazel AI.
  • Key Responsibilities Own the full top-of-funnel pipeline engine, including inbound lead qualification and outbound prospecting.
  • Build and manage two distinct outbound motions: high-velocity commercial and strategic enterprise.
  • Drive a high-tempo pipeline generation culture with daily standups and weekly reviews.
  • Hire, onboard, and develop a team of BDRs/SDRs.
  • Build the outbound playbook from scratch, including sequences, personas, and messaging frameworks.
  • Requirements 4-7 years in sales development, with at least 2 years managing a BDR/SDR team.
  • Experience building a high-performance pipeline generation culture from scratch.
  • Experience running both commercial and enterprise outbound motions simultaneously.
  • Strong coaching instincts and a genuine developer of talent.
  • Deeply data-driven and fluent in modern outbound tooling.
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Required skills

HubSpotLead GenerationPipeline Management

Nice-to-have skills

SalesforcePythonJavaScriptTypeScriptNode.jsExpressREST API

Domain expertise

fintech

Benefits & perks

Equity, Health insurance, Dental insurance, Vision insurance, 401k match, Paid parental leave, Professional development budget, Discounts, Financial guidance

Tech stack

HubSpotPythonJavaScriptTypeScriptNode.jsExpressREST API

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