Account Executive

The role

You will own the full sales and implementation cycle for qualified prospects. This involves demoing the product, mapping firm workflows, closing deals, and configuring environments for onboarding.

What you will do

• Demo the product to show firms their problems solved
• Perform detailed discovery and process mapping
• Own the commercial conversation end to end to close deals
• Configure environments and set up document structures and workflows
• Run onboarding and train teams including advisers, paraplanners, and admin staff
• Grow accounts through activation, expansion, seat growth, and tier upgrades
• Provide objections, competitor intel, and feature requests to management, product, and engineering

Required qualifications

• Full working rights in Australia
• Strong B2B sales experience, having carried a quota and run full-cycle deals
• OR sound financial advice experience, having worked in or around an advice practice
• Curiosity and empathy to understand what a firm actually needs
• Ability to help customers see value through consultative selling
• Comfortable with ambiguity

Nice to have

• Understands the advice workflow from the inside
• Exceptional talent from directly within advice businesses such as financial advisers, paraplanners, or compliance managers

Benefits

• Superannuation
• Variable component paid on new business and expansion
• Equity

Before you apply

• Must have full working rights in Australia
• Visa sponsorship is not offered
• 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 the industry and becomes the system every advice firm in the world runs on.