Account Executive
Core
Own the full lifecycle of selling and implementing Marloo's AI platform for financial advice firms, from initial demo to ongoing account growth.
Role type
Senior Account Executive (B2B SaaS)
Builds
AI-powered financial advice management platform
Domain
Financial Services / SaaS
Deliverable
production ML models | product features
Required skills
B2B sales, full-cycle deal ownership, consultative selling, process mapping, environment configuration, onboarding, account expansion, stakeholder education
Preferred skills
Financial advice industry background, technical domain curiosity
Technologies
Marloo platform
Responsibilities
Conduct product demos and discovery calls, map client advice workflows, close deals end-to-end, configure client environments and templates, onboard and train client teams, drive account growth and tier upgrades, gather market feedback
Seniority
Mid-Senior, hands-on IC