Enterprise Account Executive

The role

You will sell to and implement software for licensees, dealer groups, and large multi-adviser firms. The role involves managing the full lifecycle from prospecting and closing deals to configuring environments and driving adoption.

What you will do

• Sell into complexity with multiple stakeholders
• Map the network through detailed discovery and process mapping
• Own the commercial conversation with the buying group end to end
• Run the rollout by configuring environments and structuring documents
• Educate advisers, paraplanners, admin, and compliance staff
• Grow the account through expansion and tier upgrades
• Provide objections, competitor intel, and feature requests to management

Required qualifications

• Curiosity and empathy to understand organisation needs
• Ability to help clients reach value through consultative sale
• Full working rights in Australia

Nice to have

• Experience in advice tech or a licensee
• Sound financial advice or advice-operations experience
• Strong enterprise B2B sales experience
• Experience working with licensees or dealer groups
• Implementation experience with larger firms

Before you apply

• Full working rights in Australia required
• Visa sponsorship is not offered
• Interview process includes a practical work trial

About the company

Marloo is building the AI partner for financial advisers. They aim to build the company that changes advice and becomes the system every advice firm in the world runs on.