Founding Account Executive

We're building the AI-native CRM for wealth management. Financial advisors use Verlo to replace the patchwork of tools they hate — our system joins their meetings, writes their notes, updates their CRM, and answers any question about any client instantly. We have strong inbound demand and more demos than our founder can handle. That's where you come in.

This is not a "wait for leads and run a script" AE role. You'll be our first customer-facing hire, which means you'll own the full journey — from first demo to signed contract to successful onboarding. You'll shape how we sell, how we onboard, and how we talk about the product.

What you'll do

You'll run demos daily with financial advisors who've already raised their hand. You'll manage the full sales cycle from first call to close, then personally onboard new customers and make sure they're getting value in their first 30 days. You'll work directly with the founder to define pricing, refine positioning, and build a repeatable playbook. You'll be the voice of the customer internally — what advisors love, what's missing, what's blocking deals — and that feedback will directly shape the product.

What we're looking for

• 2–4 years in a closing role at a B2B SaaS company. You've carried a quota and hit it
• Experience running demos and managing a pipeline. You know how to qualify, handle objections, and ask for the close without being weird about it
• Comfort with ambiguity. We don't have a sales playbook yet — you'll help write it
• Strong written and verbal communication. You'll be drafting follow-up emails, onboarding guides, and Slack messages to customers daily
• Self-starter energy. Nobody is going to hand you a call script and a Gong library. You'll watch recorded demos, learn the product, and figure it out

Nice to have

• Experience selling to financial advisors, RIAs, or wealth management firms
• Familiarity with the wealthtech ecosystem (custodians, planning software, CRMs like Redtail or Wealthbox)
• Background at an early-stage startup where you wore multiple hats
• Experience with onboarding, customer success, or implementation — not just closing
• You've used AI tools in your own workflow and get why this market is about to change

Why this role is different

Most first AE roles at startups mean cold-calling into the void and hoping the product catches up. This one comes with a growing waitlist, strong inbound demand, and paying customers. You'll spend your time closing and onboarding, not begging for meetings. And because you're the first hire on this side of the business, the ceiling is "VP Sales building a team" — not "AE #7 fighting over territory."