Director, GTM Engineering

AltruistSan Francisco, CA
Hybrid

About The Position

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals, empowering financial advisors to grow, optimize time and resources, and deliver superior outcomes for their clients. The company is seeking exceptional talent to help achieve its mission of making financial advice better, more affordable, and accessible to all. Hazel, a part of Altruist’s broader mission, is building the AI engine for wealth management to unlock growth, efficiency, and value for financial advisors and their clients in a regulated industry, having rapidly grown its user base since its launch. This role is the first technical hire on Hazel’s revenue team, requiring a hands-on leader to build the revenue infrastructure from the ground up. The Director will define an AI-native revenue operations stack, establish technical and data foundations, ensure pipeline visibility, and collaborate with the VP of Revenue to maximize sales capacity. The ideal candidate will enhance the revenue team's speed, sharpness, and accountability, leveraging technical depth to innovate where existing solutions fall short. This opportunity is suited for individuals who have led RevOps or GTM Engineering at high-growth companies, possess a comprehensive understanding of the revenue lifecycle, and are eager to architect a system from scratch within a leading AI fintech company.

Requirements

  • 8+ years in Revenue Operations, GTM Engineering, or Sales Operations, including direct experience where you were the one who actually built the GTM stack.
  • Proven track amplifying a sales team's output, not just maintained tooling, but architected systems that changed how the team goes to market.
  • Strong technical fluency: comfortable with APIs, Webhooks, SQL and a revenue data warehouse (Snowflake, BigQuery, or Databricks), experienced with CRM platforms (HubSpot or Salesforce) at an admin/architect level, and the ability to write Python/Javascript code.
  • Experience designing and deploying AI-powered GTM workflows, whether through LLM APIs, Clay, or custom-built tooling, with a bias toward automation that removes friction from the revenue motion.
  • A foundational understanding of pipeline economics, forecasting methodology, and how GTM systems decisions ripple into revenue outcomes.
  • Comfort building in ambiguity. You make decisions with incomplete information, move fast, and clean up as you scale.

Nice To Haves

  • Experience scaling GTM at a company that sold an AI-native or technically complex product, where the buyer education motion was non-standard.
  • Background in analytics engineering (dbt, Fivetran, Segment) or data infrastructure.
  • Prior experience as the founding or first RevOps hire at an early-stage company. You know what it means to set up a function from scratch.
  • Familiarity with LLM APIs (Anthropic, OpenAI) used to build GTM workflows. You can build AI native lead qualification agents, call summarization, email personalization, products etc.

Responsibilities

  • Design and build Hazel's full revenue tech stack (CRM, marketing automation, enrichment, sequencing, attribution) with a clear point of view on what we should build, buy, or integrate.
  • Deploy LLM-powered workflows for lead qualification, outbound personalization, and rep productivity; evaluate and implement tools like Clay, Apollo, and emerging GTM AI platforms with a clear ROI lens.
  • Build and manage the revenue data warehouse – Own our Snowflake layer for GTM data; write or oversee the SQL and pipeline logic that powers forecasting, dashboards and board-level reporting.
  • Evaluate vendor contracts, own integrations, and where needed, write or direct the Python/TypeScript code that connects systems and closes gaps off-the-shelf tools can't fill.
  • Design lead routing, lifecycle stages, SLAs, and handoff logic between marketing, SDRs and AEs; ensure the system enforces the motion, not just documents it.

Benefits

  • A hybrid work schedule for most positions to promote strong, in-person collaboration.
  • 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 and equity for eligible positions.
  • Premium healthcare, dental, and vision insurance plans (HMO and PPO).
  • 401k savings plan with a 4% match and immediate vesting.
  • 16 week paid parental leave after one year of employment.
  • Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
  • Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
  • Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
  • One month work from anywhere policy (with the exception of a few countries).
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