Sales Operations Analyst

About Altruist

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!

Kindness - Kindness doesn’t just equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.

Brilliance - Humility is the skill we’re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.

Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it’s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.

Altruist is entering an exciting phase, and we’re looking for a Sales Operations Analyst to join our Client Development team. As a Sales Operations Analyst, you’ll build and maintain the reporting, analytics, and operational infrastructure that enables our Sales and Client Development teams to operate with clarity, consistency, and predictability.

You’ll sit at the intersection of data, systems, and strategy — owning core sales reporting, optimizing Salesforce and related tools, and surfacing insights that improve pipeline health, forecasting accuracy, and rep productivity. This role is ideal for someone who loves turning messy data into clear answers and wants to play a key role in scaling a high‑growth fintech company.

• Build and maintain the reporting, analytics, and operational infrastructure that powers day‑to‑day execution and leadership decision‑making.
• Enable better decision‑making through sales dashboards and reporting across executive, manager, and rep levels (e.g., bookings, pipeline, activity, conversion).
• Analyze pipeline health, deal velocity, and stage conversion to identify growth opportunities and risks, and propose clear recommendations.
• Support weekly and monthly forecasting with accurate, data‑driven insights and consistent definitions across the team.
• Monitor and improve CRM data quality (primarily Salesforce), ensuring consistency, accuracy, and adherence to global processes.
• Deliver actionable insights on sales performance, productivity, territory coverage, and win/loss trends.
• Partner cross‑functionally with Sales Leadership, BI, Customer Success, Marketing, and Finance to align on metrics, definitions, and GTM priorities.
• Help evaluate, implement, and optimize sales tools and processes that improve rep efficiency and overall sales productivity.

• 2–5+ years in Sales Operations, Revenue Operations, Business Analytics, or similar roles.
• Strong experience with Salesforce (reporting, dashboards, data structures, and basic administration best practices).
• Advanced Excel / Google Sheets skills; comfort working with large datasets (SQL experience is a plus).
• Experience working with sales or revenue analytics (pipeline, conversion funnels, forecasting, productivity).
• Highly analytical with strong attention to detail and a bias toward clear, structured thinking.
• Excellent communication skills – able to translate complex data into simple narratives and recommendations for non‑technical stakeholders.

• Experience with custodians, advisor‑facing platforms, or asset management.
• Experience with BI tools (e.g., Looker, Tableau, Mode) to design and maintain dashboards.
• Experience using LLMs and AI agents (Glean preferred) to improve workflows and drive leverage across the sales organization.

$79,000—$113,000 USD

Attracting and retaining top‑tier talent is a priority. We are…