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 collaborative workplace 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.

📌 Sales Executive for AI Solutions (St. John's)
🏢 Verlo
📍 St. John's