Drive sales success at Verlo as an Account Executive focusing on B2B SaaS for financial advisors. Engage with high-quality leads to close deals and advance market innovation.
As an Account Executive at Verlo, you will manage the entire sales cycle, working with solo advisors and multi-advisor RIAs. Cultivating relationships and performing in-depth discovery will allow you to tailor demos that address real user workflows. A cooperative environment with technical teams and executives will support you through negotiations to secure both annual and multi-year agreements.
Key Responsibilities:
• Conduct thorough discovery of advisor operational workflows
• Customize demos based on client-specific tech stacks
• Maintain accurate CRM data and provide honest forecasts
• Negotiate and close agreements with financial firms
• Gather feedback to refine sales pitches and product roadmap
Requirements:
• 3+ years of B2B SaaS sales experience
• Proven track record of hitting quotas consistently
• Strong discovery and communication skills
• Familiarity with advisor compliance requirements
• Resilient with a curiosity for market trends
Become a key player in transforming advisor operations with Verlo's innovative solutions.
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📌 Sales Executive for AI Solutions (Newfoundland and Labrador)
🏢 Verlo
📍 Newfoundland and Labrador
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