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Description

Who We Are

Altitude is building an AI-native marketing and practice-management platform for financial advisors who are done messing around.

We combine CRM, marketing automation, task management, and an embedded AI consultant called Pathfinder into one system. It’s built on decades of real consulting experience inside advisory firms, not theory, not hype, not vaporware.

We sell into a smart, regulated industry that rewards credibility. Advisors come to Altitude because they want a better way to grow without chaos. We’re a modern SaaS company with deep industry roots and enough experience to know what works in the industry.

The Role

As a Business Development Representative, your job is to start conversations and create sales opportunities.

You’ll be prospecting advisory firms that fit our ideal client profile, running outbound across email, phone, and LinkedIn, qualifying interest, and booking high-quality discovery calls. This is not a script-only, high-volume call center role. It’s a consultative sales position where sharp messaging and smart targeting win.

If you like hunting, owning your pipeline, and seeing your work turn prospects into sales, you’ll feel at home here.

What You’ll Be Doing

You’ll spend your time:

• Researching and targeting the right advisory firms
• Running outbound across email, phone, and LinkedIn with messaging that cuts through
• Qualifying inbound leads from webinars, referrals, and campaigns
• Booking strong discovery calls for Account Executives
• Learning the advisory business well enough to speak credibly about growth and operational pain
• Keeping your CRM clean and your pipeline tight
• Testing, refining, and improving messaging based on results

What Makes This Role Different

• You’re selling a product that has concrete and measurable benefits to clients. We’re more than just hype
• The market respects expertise, not noise. We’re not noisemakers; we’re earth shakers. You’ll be supported by a team of people who know what they’re doing.
• Conversations are not just dime a dozen transactional sales calls, but are consultative in nature, where you find out what the lead is really running into in their business and if our product can help them
• You have direct access to leadership and product
• There’s a clear path for career growth (e.g., AE, sales leadership)

Requirements

Who You Are

You’re comfortable reaching out cold and starting conversations with business owners. You like the chase, but you’re not sloppy about it.

You care about results, take ownership of your pipeline, and don’t need to be micromanaged. You’d rather have deep, impactful conversations than blast garbage at everyone.

You:

• Communicate clearly and confidently
• Follow through and close loops
• Learn fast and adapt quickly
• Take feedback without getting defensive
• Want to win — and do it the right way

Skills and Qualifications

• 3+ years in BDR, SDR, or B2B sales (SaaS, fintech, or professional services)
• Experience selling software
• Comfortable talking with business owners and senior decision-makers
• Strong written outbound skills
• Consistent, accurate CRM usage
• Financial services experience is a plus, not a requirement

Who This Is Not For

Not a fit if you want:

• Script-only, high-volume dialing
• A simple product you don’t have to understand
• Zero accountability or loose CRM habits
• A short-term role with no growth path

Benefits

Compensation and Growth

• Base salary plus commission
• Clear promotion path as we scale
• Stock options
• Ownership of the role and direction it takes

Compensation depends on experience.