Senior Sales Manager, Hazel AI

Altruist•San Francisco, CA

About The Position

Altruist is hiring a Senior Sales Manager for Hazel AI, its AI platform for wealth professionals. This is a hands-on player/coach leadership role focused on turning early sales traction into a scalable revenue engine. The manager will establish sales rigor and operating cadence, coach and manage account executives, participate in key deals, and partner across teams to improve the sales motion and support growth.

Requirements

  • 8+ years of experience in B2B SaaS sales.
  • At least 2 years managing quota-carrying account executives.
  • Demonstrated ability to establish early go-to-market rigor, including creating a playbook, forecasting, hiring, and coaching.
  • Strong deal leadership and ability to improve win rates through discovery, messaging, and process.
  • Experience selling into complex buying environments involving security, compliance, legal, and multiple stakeholders.

Nice To Haves

  • Experience selling AI products or in vertical SaaS/workflow automation.
  • Familiarity with the wealth management or fintech domain.

Responsibilities

  • Build and run the sales operating cadence, including weekly pipeline reviews, deal reviews, forecasting, and inspection.
  • Establish simple, enforceable sales stage definitions, exit criteria, and qualification frameworks.
  • Hire, onboard, coach, and performance-manage account executives.
  • Build a high-output culture with clear standards for discovery quality, deal strategy, objection handling, and urgency creation.
  • Participate hands-on in key deals, including determining when to involve executives and negotiating larger deals.
  • Define the PLG-to-sales handoff, including triggers for sales involvement, service-level agreements, and routing rules.
  • Partner with Marketing on demand strategy, funnel diagnostics, and proof points.
  • Partner with Product to establish structured field-feedback loops and prioritize features that unblock sales, including compliance, admin workflows, and provisioning.
  • Build and operationalize a cross-sell and referral motion with the Altruist GTM/Sales team.

Benefits

  • Premium healthcare, dental, and vision insurance plans (HMO and PPO).
  • 401(k) savings plan with a 4% match and immediate vesting.
  • 16 weeks of 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.
  • Company perks program, including discounts on pet insurance, fitness, cell phone plans, and travel.
  • Financial guidance program.
  • One-month work-from-anywhere policy, with exceptions for a few positions and countries.
  • Bonus program for eligible roles.
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