Sydney-Based Account Executive — AI for Financial Advisers

Nearheal Pty Ltd (trading as Nearheal); Sydney; On-site; AUD 95,000 - 116,000; Full time

Job summary

Nearheal Pty Ltd is seeking a driven Growth/Account leader in Sydney to own the end-to-end sales and implementation cycle for Marloo, an AI partner for Australian financial advisers. You will demo, discovery, close, and configure client environments, then onboard and expand seats while educating teams across firms.

Ideal candidates bring B2B sales success with quota accountability and a willingness to learn the advice workflow. Domestic travel and a non-sponsorship stance are noted.

Qualifications

• Strong B2B sales experience with quota carrying and full-cycle deals.
• Familiarity with financial advice workflows is a plus; we will teach the rest.
• Ability to understand a technical domain and convey value to clients.

Responsibilities

• Demo the product with judgement and show firms their problems.
• Map the firm through discovery and process mapping.
• Close the commercial conversation end-to-end.
• Configure and onboard by setting up templates and workflows.
• Educate the whole firm to drive stickiness across users.
• Grow the account through activation, expansion, and upsell.
• Feed product feedback from objections and requests to management and product teams.
• Travel domestically about 20 days per year for conferences and events.

Skills

B2B sales

quota carrying

full-cycle deals

advice workflow

Job description

Nearheal Pty Ltd is seeking a driven Growth/Account leader in Sydney to own the end-to-end sales and implementation cycle for Marloo, an AI partner for Australian financial advisers. You will demo, discovery, close, and configure client environments, then onboard and expand seats while educating teams across firms.

Ideal candidates bring B2B sales success with quota accountability and a willingness to learn the advice workflow. Domestic travel and a non-sponsorship stance are noted.