Account Executive: Drive Sales

Position: Verlo Account Executive: Drive Sales
Harness your sales expertise at Verlo as an Account Executive, specializing in transforming financial advisory services. Close deals through strong interpersonal skills and technical insights.

As an Account Executive at Verlo, you’ll take ownership of the sales cycle from lead generation to contract closure. You will engage with a mix of solo and multi-advisor RIAs, performing exploratory discovery activities to gather insights on operational needs. Collaborating with technical teams will ensure well-aligned demos that resonate with clients, ultimately driving the sales process toward a successful finish.

Key Responsibilities:

• Run effective discovery sessions for understanding client needs

• Tailor product demos based on client workflows

• Maintain accurate CRM entries to track sales progress

• Negotiate multi-year contracts with financial firms

• Contribute feedback for continuous improvement of pitches

Requirements:

• 3+ years of experience in full-cycle B2B SaaS sales

• Proven quota-carrying sales record

• Excellent communication and follow-up abilities

• Comfortable navigating compliance discussions

• Resilient and eager to learn about market shifts

Use your proven sales skills to make a meaningful impact at Verlo, helping advisors streamline their operations and improve client service.
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