Account Executive

Verlo co; San Juan de Terranova; On-site; CAD 70,000 - 120,000; Full time

Job summary

Verlo is a small, fast-moving team building AI-native tools for financial advisors. As Account Executive in St. John's, NL, you will own the full sales cycle from first demo to signature, working with a cross-functional team to tailor pitches to fiduciaries.

You will handle discovery, qualify leads, and close annual or multi-year agreements, with a focus on high-volume, quality opportunities and accurate CRM forecasting.

Qualifications

• 3+ years closing B2B SaaS as a full-cycle AE.
• You've carried quota and hit it consistently, and you can walk through specific deals you won and lost
• Comfortable selling to regulated buyers. Advisors are fiduciaries - they'll press you on data handling, retention, and integrations, and you'll answer straight rather than deflect
• You run discovery that goes past the pitch.
• Willing to say "we don't do that yet." You know how to disclose a gap and keep the deal alive
• Strong written and verbal communication. A real share of this job is follow-up that actually advances a deal, and you'll be recording Looms and drafting proposals daily
• Curiosity about the product and the market. You'll learn advisor workflows well enough to be useful on a call, not just credible
• Resilient and coachable.

Responsibilities

• You'll run discovery that surfaces how a firm actually operates: tech stack, custodian, compliance posture, and where the week leaks time.
• You'll demo against those workflows rather than walking a feature tour.
• You'll scope technical requirements and manage multi-stakeholder cycles across advisors, operations leads, chief compliance officers, and firm partners.
• You'll keep the CRM clean and your forecast honest.
• You'll negotiate and close annual and multi-year agreements.
• You'll feed back what's landing and what's blocking so we keep sharpening the pitch and the roadmap.
• The goal is simple: close firms that are a great fit for Verlo.

Skills

B2B SaaS closing

Full-cycle AE

Quota attainment

Communication skills

Job description

We're a small, fast-moving team building AI-native tools for financial advisors. If you care about craft and shipping products people love, we'd like to meet you.

Account Executive

Location

St. John's, NL

Employment Type

Full time

Location Type

On-site

Department

We're building the AI Agent OS for Advisors. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. Interest is outpacing our capacity to work it, and we need closers who can carry a firm from first demo to signature.

As an Account Executive at Verlo, you'll own the full cycle. You'll take leads throughout the entire sales process. Whether they're self-sourced or inbound, our AEs are working a high volume of quality leads at all times. You'll sell to solo advisors and to multi-advisor RIAs, and work in true team selling fashion with our technical team, customer success, Head of Sales and Executives.

What you'll do

You'll run discovery that surfaces how a firm actually operates: tech stack, custodian, compliance posture, and where the week leaks time. You'll demo against those workflows rather than walking a feature tour. You'll scope technical requirements and manage multi-stakeholder cycles across advisors, operations leads, chief compliance officers, and firm partners. You'll keep the CRM clean and your forecast honest. You'll negotiate and close annual and multi-year agreements. You'll feed back what's landing and what's blocking so we keep sharpening the pitch and the roadmap. The goal is simple: close firms that are a great fit for Verlo.

What we're looking for

3+ years closing B2B SaaS as a full-cycle AE. You've carried quota and hit it consistently, and you can walk through specific deals you won and lost

Comfortable selling to regulated buyers. Advisors are fiduciaries - they'll press you on data handling, retention, and integrations, and you'll answer straight rather than deflect

You run discovery that goes past the pitch.

Willing to say "we don't do that yet." You know how to disclose a gap and keep the deal alive

Strong written and verbal communication. A real share of this job is follow-up that actually advances a deal, and you'll be recording Looms and drafting proposals daily

Curiosity about the product and the market. You'll learn advisor workflows well enough to be useful on a call, not just credible

Resilient and coachable.

Nice to have

Experience selling into financial advisors, RIAs, or wealth management firms

Familiarity with the wealthtech ecosystem

Experience carrying a deal through a security or compliance review

Background at an early-stage startup where you helped build the motion, not just follow it

You've used AI tools in your own workflow and get why this market is about to change