Director, GTM Engineering, Hazel AI

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!

But first, our values

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.

About Hazel

Hazel is building the AI engine for wealth management that helps unlock 10x growth, efficiency and value for financial advisors and their clients in a regulated industry. Since its launch last September, Hazel has organically and rapidly grown its user base.

Hazel is a part of Altruist's broader mission to make financial advice better, more affordable, and accessible to all.

This role is hybrid, with four in-office days per week at our San Francisco FiDi location.

The opportunity

You'll be the first technical hire on Hazel's revenue team that requires you to be hands on and lead the revenue infrastructure for Hazel from the ground up. You'll define what a 0 to 1 AI native revenue operations stack looks like: laying the technical and data foundations, owning pipeline visibility, and partnering with our VP of Revenue to make sure sales capacity is working to their fullest. You're the person who makes the revenue team faster, sharper, and more accountable, and you have the technical depth to build what doesn't exist yet.

If you've led RevOps or GTM Engineering at a high-growth company, understand the full revenue lifecycle, and want to architect something from scratch inside one of the most exciting AI companies in fintech, this is the role.

What you'll do

• Design and build Hazel's full revenue tech stack (CRM, marketing automation, enrichment, sequencing, attribution) with a clear point of view on what we should build, buy, or integrate.
• Build AI-powered agents and workflows for lead qualification, outbound personalization, and rep productivity; owning the full system from data inputs to action and output.
• Leverage AI and automation to enhance system capabilities, reduce manual processes, and unlock productivity gains across revenue-generating functions
• Architect multi-step, agentic GTM systems that automate workflows across the funnel (research → enrichment → scoring → outreach → routing).
• Manage the revenue data warehouse - Own our Snowflake layer for GTM data; write or oversee the SQL and pipeline logic that powers forecasting, dashboards and board-level reporting.
• Evaluate vendor contracts, own integrations, and where needed, write or direct the Python/TypeScript code that connects systems and closes gaps off-the-shelf tools can't fill.
• Design lead routing, lifecycle stages, SLAs, and handoff logic between marketing, SDRs and AEs; ensure the system enforces the motion, not just documents it.

What you'll bring

• 8+ years in Revenue Operations, GTM Engineering, or Sales Operations, including direct experience where you were the one who actually built the GTM stack.
• Proven track amplifying a sales team's output, not just maintained tooling, but architected systems that changed how the team goes to market.
• Strong technical fluency: comfortable with APIs, Webhooks, SQL and a revenue data warehouse (Snowflake, BigQuery, or Databricks), experienced with CRM platforms (HubSpot or Salesforce) at an admin/architect level, and the ability to write Python/Javascript code.
• Experience designing and deploying AI-powered GTM workflows, whether through LLM APIs, Clay, or custom-built tooling, with a bias toward automation that removes friction from the revenue motion.
• A foundational understanding of pipeline economics, forecasting methodology, and how GTM systems decisions ripple into revenue outcomes.
• Comfort building in ambiguity. You make decisions with incomplete information, move fast, and clean up as you scale.

Bonus points

• Experience scaling GTM at a company that sold an AI-native or technically complex product, where the buyer education motion was non-standard.
• Background in analytics engineering (dbt, Fivetran, Segment) or data infrastructure.
• Prior experience as the founding or first RevOps hire at an early-stage company. You know what it means to set up a function from scratch.
• Familiarity with LLM APIs (Anthropic, OpenAI) used to build GTM workflows. You can build AI native lead qualification agents, call summarization, email personalization, products etc.

Leveling & compensation

Competitive base + equity. This is a foundational hire; we expect to pay for proven capability. This role has a target compensation range of $250,000-$300,000. Final level and compensation is individualized and will be determined based on overall experience, qualifications, and interview performance.

What we bring

Attracting and retaining top-tier talent is a priority. We are proud of the culture we've built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.

• 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 after one year of employment.
• 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, 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. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.