Join Verlo's mission to revolutionize advisor workflows as an Account Executive specializing in B2B SaaS solutions. Engage in meaningful sales cycles from demo to signature.

In this full-cycle Account Executive role at Verlo, you will work on high-quality self-sourced and inbound leads, selling to both solo advisors and RIAs. You’ll run in-depth discovery, exploring how firms operate while delivering tailored demos that address client-specific needs. Partnering with technical teams and leadership, you’ll focus on effective negotiation to secure beneficial contracts in a collaborative atmosphere.

Key Responsibilities:
• Perform detailed discovery to understand client operations
• Deliver tailored demos focused on advisor workflows




• Keep CRM data updated and maintain forecast integrity
• Lead negotiations for annual and multi-year contracts
• Provide feedback to enhance sales strategies and product offerings

Requirements:
• Minimum of 3 years in B2B SaaS sales
• History of consistently meeting sales quotas
• Strong written and verbal communication skills
• Experience working with regulated buyers in finance
• Coachable with a deep interest in wealthtech trends

Your expertise will be essential in bringing creative AI solutions to financial advisors at Verlo.
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📌 Account Executive for Financial Advisors (Newfoundland and Labrador)
🏢 Verlo
📍 Newfoundland and Labrador