Preparation for Altruist requires more than just technical skill; it requires a mindset geared toward internal consulting. You should be prepared to discuss your past projects with a focus on the "why" behind your actions, not just the "how."

Domain Expertise – We expect you to understand the fundamentals of sales operations, such as lead lifecycle management, CRM architecture, and forecasting methodologies. You should be able to articulate how your technical choices directly improved business outcomes.

Analytical Rigor – This is the foundation of the role. You will be evaluated on your ability to structure data, identify outliers, and communicate findings clearly to non-technical stakeholders. Be ready to walk through your methodology for data extraction and validation.

Cross-functional Collaboration – At Altruist, you will work closely with Sales, Marketing, and Product teams. We look for evidence that you can translate complex technical requirements into simple, actionable language for diverse audiences.

The interview process at Altruist is designed to be thorough yet respectful of your time. You can expect a progression that begins with an initial screening to gauge your background and interest, followed by a series of deeper dives into your technical capabilities and cultural fit. We value clarity, precision, and a proactive attitude throughout every stage.

The rigor of our process reflects our commitment to high-performing teams. You will likely engage with both peers and leadership, ensuring that you can operate effectively at different levels of the organization. Expect to spend time discussing real-world scenarios that mirror the actual challenges our Sales Operations team faces daily.

This visual timeline outlines the typical stages from initial screen to final interview. Use this to pace your preparation, ensuring you have time to brush up on both your technical toolset and your behavioral storytelling before the later, more intensive rounds.

Data Modeling & CRM Proficiency

This area assesses your technical backbone. We need to know that you can manipulate data efficiently to drive strategy.

Be ready to go over:

• CRM Architecture – How you design fields, objects, and workflows for scalability.
• Reporting & Dashboards – Creating automated, self-service tools for stakeholders.
• Data Hygiene – Protocols for maintaining high-quality data in a growing environment.

Example questions or scenarios:

• "Walk me through how you would audit the integrity of our current lead status fields."
• "How do you handle data discrepancies between the CRM and other source systems?"

Process Optimization

We look for candidates who proactively identify inefficiencies and build solutions before they become bottlenecks.

Be ready to go over:

• Sales Lifecycle – Mapping the customer journey from lead to renewal.
• Automation – Identifying manual, repetitive tasks that can be streamlined.
• Stakeholder Feedback – How you incorporate user feedback into your process designs.

Example questions or scenarios:

• "Describe a process you built from scratch to solve a recurring sales team pain point."
• "How do you determine when a process is 'good enough' versus when it needs a total overhaul?"

As a Business Analyst in Sales Operations, you are the "engine room" of the sales organization. Your day-to-day involves keeping the infrastructure running smoothly while simultaneously building for the future. You will own the accuracy of our sales data, ensuring that leadership has a single source of truth for forecasting and performance management.

You will also act as an internal consultant for the sales team. This means you will spend a significant amount of time gathering requirements, building custom reports, and training users on best practices. You aren't just creating tickets; you are managing a portfolio of projects that improve the productivity of our entire revenue-generating engine.

We look for individuals who combine technical proficiency with a "service-first" mindset. You should be comfortable working in a high-growth environment where priorities can shift rapidly.

• Must-have skills – Advanced proficiency in CRM platforms (e.g., Salesforce), high-level Excel/Google Sheets modeling, and a strong understanding of Sales Operations metrics.
• Nice-to-have skills – Experience with BI tools (like Tableau or Looker), basic SQL knowledge, and exposure to marketing automation platforms.
• Soft skills – Exceptional written and verbal communication, a bias for action, and the ability to maintain composure under tight deadlines.

Q: How long does the process take from start to finish? A: While it varies, candidates typically complete the process within 3 to 5 weeks. We prioritize efficiency but ensure both parties have enough time to evaluate the fit.

Q: Is this role fully remote or office-based? A: This role is based in the Los Angeles area. We value the collaborative energy of in-person work, so be prepared for a hybrid office environment.

Q: What differentiates the best candidates? A: The top candidates are those who ask insightful questions about our business model and demonstrate a clear understanding of how their analytical work drives revenue. They don't just report numbers; they tell the story behind them.

• Structure your answers – Use the STAR method (Situation, Task, Action, Result) to keep your responses focused and impactful.
• Know your audience – When presenting data, adjust your level of technical detail based on whether you are speaking to a peer or a senior leader.
• Be curious about Altruist – Research our product and our mission. Understanding our place in the fintech ecosystem will set you apart from candidates who only focus on the technical requirements.

The Business Analyst / Sales Operations Analyst role at Altruist is a pivotal position that offers the chance to build, scale, and influence our growth trajectory. By mastering your technical toolkit and demonstrating a proactive, strategic approach to problem-solving, you will be well-positioned to succeed in our process.

Preparation is your strongest asset. Review the evaluation areas, reflect on your past experiences through the lens of business impact, and bring your best, most collaborative self to the conversation. We look forward to seeing how your skills can help us continue to improve financial advice for everyone.

The salary range provided reflects the competitive landscape for this role in the Los Angeles market. This range is a guideline; your final offer will be based on your specific experience, skills, and the value you bring to the Altruist team.