Posted last month
Account Executive
@ Verlo
St. John's, Newfoundland and Labrador
Overview
Verlo is hiring a full-time Account Executive in St. John's, Newfoundland, to run the full sales cycle with mid-to-large financial advisory firms, from first conversation to signature. The role reports to the Head of Sales and involves discovery, multi-stakeholder selling, and navigating security and compliance reviews. The posting states health and dental benefits, unlimited vacation, and equity.
Responsibilities:
- Run discovery with financial advisory firms
- Build relationships with advisors, COO, CCO and principals
- Navigate security reviews and vendor due diligence
- Manage legal redlines and move deals to signature
- Maintain an accurate forecast
Requirements summary:
- Three or more years closing B2B software deals
- Experience with complex security and compliance reviews
- Rigorous deal qualification
- Strong written and verbal communication
- Curiosity about product and market
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · ashby
- Employer posting date
- 2026-09-28
- First seen by our source
- 2026-10-08
- Source record updated
- 2026-10-23
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Sales |
| Experience | 3+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Perks mentioned | Generous paid time off, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Verlo
| Field | Value |
|---|---|
| Open jobs on Jobsy | 6 |
Account Executive
St. John's, Newfoundland · Sales · Full-time
We're building the AI Operating System for Financial Advisors and Wealth Management firms. 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. We've proven the motion with solo advisors and small firms. Now the larger firms are calling, and those deals are won differently.
As an Account Executive at Verlo, you'll work with a wide array of financial advisory firms, including; multi-advisor RIAs, multi-family offices, and firms with real operations, compliance, and IT functions behind the buying decision. You'll run the full cycle from first conversation to signature, and report directly to the Head of Sales.
What you'll do
You'll run discovery that gets past the demo request and into how the firm actually operates - who touches a client note, where the data lives, and what’s broken. You'll multi-thread deliberately, you'll build relationships with the advisor who wants it, the COO who has to roll it out, the CCO who has to defend it, and the principal who signs. You'll navigate security reviews, vendor due diligence questionnaires, and legal redlines.
What we're looking for
Three or more years closing B2B software deals. You've carried a real number and hit it, and you can talk through a deal you won on the merits rather than on discount.
You've been through complex security and compliance reviews. Thorough compliance reviews are standard with every deal.
You're rigorous about qualification. You'd rather disqualify in week two than carry a dead deal to the end of the quarter, and your forecast reflects what's real.
Strong written and verbal communication. A real share of this job is follow-up that actually advances a deal, and you'll be writing proposals, recap emails, and security responses 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. You treat a no as information and iterate fast.
Nice to have
Experience selling into RIAs, wealth management firms, broker-dealers, or family offices
Familiarity with the wealthtech ecosystem - custodians, portfolio accounting, planning software, and CRMs
Experience selling alongside founders and technical resources on the same call
Background at an early-stage startup where you helped build the enterprise motion rather than inherit it
You've used AI tools in your own workflow and get why this market is about to change
Benefits
Health and dental benefits
Unlimited vacation
Equity in the company
Journal
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