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. Inbound demand is growing faster than we can keep up with, and we need another closer on the team.
As an Account Executive at Verlo, you'll own the full sales cycle, from first demo to signed contract, and partner with our Customer Success team to make sure new customers see value fast. You'll work alongside our founding AE and report directly to the founder.
You'll run discovery calls and product demos daily with financial advisors who've come in through our waitlist, referrals, and inbound channels. You'll manage your pipeline end-to-end: qualifying, demoing, handling objections, navigating procurement, and closing. You'll write thoughtful follow-ups, build relationships with advisors over weeks (not minutes), and hand off cleanly to Customer Success once a deal is signed. You'll also feed insights back to product and marketing on what's resonating, what's confusing, and what we should be saying instead.
This role is fully remote within Canada. You can work from anywhere in the country, with your day structured around overlap with North American business hours so you can run live demos and follow-ups when advisors are available. We get the team together in person a few times a year for offsites; otherwise, you work from wherever you do your best work.