Senior Manager, Sales Lead (Hazel AI)

Altruist•Los Angeles, CA

8h•Hybrid

About The Position

Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you! Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base. Hazel is a part of Altruist’s broader mission to make financial advice better, more affordable, and accessible to all. Hazel needs a player/coach sales leader who has done this before: build rigor, coach AEs, establish operating cadence, and turn early traction into a scalable revenue engine. This is not a “strategy-only” leadership role - you will be in the field, in the deals, and in the details. You’ll help answer a core question: what does an AI-first sales motion look like in financial services? AE-led pods (not BDR-heavy) tight integration with PLG signals and marketing demand strong narrative selling in a competitive AI market (“why Hazel, why now”)

Requirements

8+ years in B2B SaaS sales, including 2+ years managing quota-carrying AEs
Demonstrated ability to build early GTM rigor: creating the playbook, forecasting, hiring, and coaching
Strong deal leadership: can improve win rates through discovery, messaging, and process
Experience selling into complex buying environments (security/compliance/legal, multi-stakeholder)

Nice To Haves

AI product selling or vertical SaaS/workflow automation
Wealth/fintech domain familiarity
Has built teams in high-growth environments and can recruit top performers to seed the GTM team

Responsibilities

Build the sales operating system
Define and run the weekly cadence: pipeline reviews, deal reviews, forecasting, inspection
Establish stage definitions, exit criteria, and a qualification framework that’s simple and enforceable
Lead the team
Hire, onboard, coach, and performance-manage the first AEs
Build a high-output culture with clear standards on discovery quality, deal strategy, objection handling, and urgency creation
Be hands-on in key deals (when to engage execs, negotiate in larger deals)
Partner cross-functionally
Codify the PLG → Sales handoff: what signals trigger sales involvement; SLAs; routing rules
Partner with Marketing on demand strategy, funnel diagnostics, and proof points
Partner with Product on structured field feedback loops and prioritizing features that unblock sales (compliance, admin workflows, provisioning)
Build and operationalize a cross-sell/referral motion with the Altruist GTM/Sales team

Benefits

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 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.
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, entertainment 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).