Altruist · 3 hours ago
Founding Sales Engineer, Hazel AI
San Francisco, CA
Full-time
Hybrid
Mid, Senior Level
$220K/yr - $220K/yr
4+ years expAltruist is transforming the wealth management industry with its AI platform, Hazel, aimed at empowering financial advisors. The Founding Sales Engineer will play a critical role in bridging sales and technical teams, helping to validate customer needs and accelerate the sales process through technical discovery and tailored demonstrations.
Asset ManagementFinancial ServicesFinTech
Responsibilities
Technical discovery: Partner with AEs to uncover customer workflows, data constraints, and compliance requirements; map them to Hazel’s capabilities and implementation path
Demo + storytelling: Deliver high-impact, tailored demos to technical and non-technical stakeholders (advisors, operations, compliance, IT)
POCs / evaluations: Design and run lightweight POCs that validate outcomes quickly; define success criteria, timelines, and next steps
Security & compliance: Own technical diligence - security questionnaires, architecture reviews, data handling, and regulated-industry requirements – working closely with internal security/engineering
Solution design: Translate customer needs into solution architectures (integrations, data flows, permissions)
RFPs and technical documentation: Produce and maintain reusable assets: demo environments, reference architectures, integration guides, FAQs, objection-handling, and competitive positioning
Field-to-product feedback loop: Capture patterns from the field (feature gaps, objections, requirements) and influence roadmap priorities with crisp customer evidence
Founding motion building: Help define the SE playbook -- discovery templates, demo scripts, POC checklist, and handoff process to implementation/customer success
Qualification
Required
4+ years in a Sales Engineer / Solutions Consultant / Forward Deployed Engineer / Implementation role supporting B2B SaaS sales cycles
Strong ability to communicate technical concepts clearly to mixed audiences (business, ops, compliance, IT)
Experience leading technical discovery, demos, and evaluation plans that progress deals
Comfort working cross-functionally with Product/Engineering and thriving in ambiguity (early-stage “build the plane while flying it”)
High ownership and operational rigor (notes, follow-ups, crisp next steps, clean handoffs)
Preferred
Experience in regulated environments (security, data privacy, compliance constraints)
Familiarity with modern SaaS architectures: APIs, webhooks, SSO/SAML, RBAC/permissions, logging/auditing, data exports
Experience with security reviews (SOC2 concepts, vendor security questionnaires) and working with security teams
Comfort with light technical work (e.g., reading logs, basic scripting, JSON, API testing with Postman)
Prior experience working in a startup environment
Benefits
A hybrid work schedule for most positions to promote strong, in-person collaboration.
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).
Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles.
Company
Altruist
Altruist is a modern custodian that offers a digital investment platform for financial advisors to manage their clients' investments.
51-200 employees
H1B Sponsorship
Altruist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (27)
2024 (17)
2023 (9)
2022 (20)
2021 (6)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
$601.5MKey Investors
GICICONIQ GrowthInsight Partners
2025-04-22Series F· $152M
2024-05-02Series E· $169M
2023-04-10Series D· $112M
Leadership Team
Jason Wenk
Founder / CEO
Marc Greenberg
Chief Financial Officer
Recent News
2026-01-11
thesaasnews.com
2025-12-22
Company data provided by crunchbase