Sales Operations Analyst

Altruist

Los Angeles, CA, United States
Base: $79,000 - $113,000 usd; bonus/equity: stock ...
On-site
2-5+ years in sales operations experience
Strong salesforce reporting and dashboard skills
Advanced excel or google sheets proficiency
Altruist is building an AI platform to transform the wealth management industry by empowering financial advisors

Job Summary

  • Altruist is building an AI platform to transform the wealth management industry by empowering financial advisors.
  • The role involves owning core sales reporting, optimizing Salesforce, and surfacing insights to improve pipeline health and forecasting accuracy.
  • Employees receive competitive pay, equity, premium healthcare, and a hybrid work schedule with offices in Culver City, San Francisco, and Dallas.

Matching Summary

Altruist is building an AI platform to transform the wealth management industry by empowering financial advisors.

Salary

Base: $79,000 - $113,000 USD; Bonus/Equity: Stock Options (ISOs) for eligible roles; Benefits: Premium healthcare, dental, vision, 401k match, parental leave

Skills & Requirements

Must-have

  • 2-5+ years in Sales Operations experience
  • Strong Salesforce reporting and dashboard skills
  • Advanced Excel or Google Sheets proficiency

Nice-to-have

  • SQL experience for large datasets
  • Experience with BI tools like Looker or Tableau
  • Knowledge of AI agents and LLMs

Key Requirements

  • 2-5+ years in Sales Operations or Revenue Analytics
  • Proficiency with Salesforce data structures and administration
  • Strong analytical skills with attention to detail

Work Rights

Not specified

Tailored Resume

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