Shape the future of financial advisory tools as an Enterprise Account Executive at Verlo in St. John's, NL. Target complex sales opportunities with AI-enhanced solutions.
You will manage high-stakes opportunities with larger clients such as multi-advisor RIAs and family offices. With a minimum of five years closing software deals, your role will involve in-depth discovery and relationship building with multiple firm stakeholders. You’ll excel in navigating compliance and security reviews, driving successful deal closure.
Key Responsibilities:
• Drive sales cycle from initiation to final agreement
• Conduct detailed operational discovery with clients
• Cultivate relationships with diverse firm stakeholders
• Oversee compliance and security process evaluations
• Maintain communication regarding deal status and updates
Requirements:
• Five years of experience in complex B2B sales
• Knowledge of selling to decision-making committees
• Robust communication for proposals and follow-ups
• Familiarity with security and compliance processes
• Curiosity about financial advisory workflows and technology
Utilize your experience to enhance advisor operations and foster innovation at Verlo.
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📌 Enterprise Account Executive for Financial Advisors (Newfoundland and Labrador)
🏢 Verlo
📍 Newfoundland and Labrador
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