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 cutting-edge AI solutions to financial advisors at Verlo. #J-18808-Ljbffr

📌 Account Executive for Financial Advisors (Winnipeg)
🏢 Verlo
📍 Winnipeg