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Marloo

AI partner automating advisers' administrative tasks

Founding Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$180k - $220k /yrIn-person

About the Job

Requirements

  • Have 2 to 5 years of experience in a quota-carrying closing role in SaaS, fintech, or financial services.
  • Have a record of meeting quota and be able to discuss quota, attainment, deal size, and close rate.
  • Have experience closing short-cycle deals at volume.

Responsibilities

  • Run approximately 25 live demos per week, measured on annual recurring revenue closed.
  • Manage a high-velocity, high-volume small and medium-sized business sales motion.
  • Onboard signed firms so they are using Marloo in their first week.
  • Grow and expand accounts through additional seats and upsell opportunities.
  • Work industry conferences and own follow-up.
  • Call prospects to book meetings as outbound activity grows.
  • Share feedback from demos with a product team that ships daily.
  • Help wherever the United States team needs support.

About the Company

Marloo

AI partner automating advisers' administrative tasks

Marloo is an AI assistant for financial advisers that automates administrative and compliance tasks, letting advisers focus on clients. It works by connecting to meetings and communications (Teams, phone, voice notes) and client files to draft meeting notes, turn decisions into tasks, autofill forms, generate bespoke advice documents in the adviser’s voice, and manage follow-ups. It emphasizes encryption and regional data handling to fit regulated firms. Its advantage over competitors comes from acting as a central operating system for advisory firms, handling end-to-end processes from first meeting to final document across multiple channels. Its goal is to expand internationally (UK, Australia, US) and deepen the product so it becomes the primary operating system for advisory firms.

Company size
11-50
Company stage
Seed
Total funding
$12.7M
Headquarters
Auckland, New Zealand
Founded
2025

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