---
title: 'Customer Experience Associate at Marloo'
canonical: 'https://feeny.ai/job/customer-experience-associate-marloo-sydney-3cd3jc53ca2e'
type: 'job'
last_seen: '2026-09-17'
---

# Customer Experience Associate at Marloo

- **Company:** Marloo
- **Location:** Sydney, Australia
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-10
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/marloo/2976fdfe-23fd-4f6b-9579-0c42d512f612

## Job description

## About Marloo

Marloo is building the AI partner for financial advisers. Advisers focus on clients while Marloo handles the rest. They guide people through the most important decisions of their financial lives and the software built for them has never been worthy of that. We intend to build the company that changes it and to become the system every advice firm in the world runs on. In under a year we have onboarded more than 1,000 paying firms across eight countries with almost zero churn. Revenue is growing 37% month on month on average. In May we raised a $10m seed led by Blackbird Ventures. Blackbird was the first and largest investor in Canva. We are at an inflection point. Join now and you will help shape the future of advice.

## The role

You will own the customer support inbox for your market with total autonomy and drive. Every adviser who reaches out receives a fast, accurate, and wonderfully warm response, with a daily mission to crush the queue to inbox zero. Do it well, and our best customers will celebrate you by name! You'll join an ambitious, high-energy team that works hard, wins together, and has a blast along the way. At Marloo, CX isn't isolated to one department - our entire team is obsessed with customer happiness, creating an all-hands culture where everyone pitches in to deliver an unforgettable experience. You don't need to be an AI guru or engineer; you just need to love helping people, thrive on momentum, and learn at lightning speed.

## What you'll do

- Champion the customer inbox and treat inbox zero as your daily baseline
- Solve root problems with passion, tackling everything from quick queries to complex document templates and integrations
- Use smart judgement on when to reply and when to jump on a call to make a customer's day
- Navigate tough conversations with tact and care, turning tricky moments into lasting trust
- Rally product and go-to-market teams weekly with punchy insights and actionable customer feedback
- Collaborate with global counterparts to deliver a world-class, unified support experience worldwide
- Channel extra capacity into building better tools, sharper macros, help content, and proactive triage

You're a fit if

- You're a Customer Experience champion who brings high energy, genuine care, and excitement to clearing the queue
- You take immense pride in mastering the details and performing at a high standard every single day
- You're an insanely fast learner who thrives in a fast-moving industry and stays ahead of the curve
- You communicate clearly, warmly, and effortlessly across written channels and phone calls
- You possess sharp instincts for prioritizing, resolving friction, and escalating critical issues
- You embrace using AI tools to supercharge your workflow
- You love working in-person alongside an energetic team where learning happens organically every day
- Financial services experience is a bonus, but your attitude and drive matter most

## What we offer

- Direct, high-visibility impact on our customers from day one
- Front-row seat and immersion into a fast-scaling startup across product, GTM, and engineering
- Structured onboarding paired with a dedicated buddy to set you up for success
- A launchpad for growth: our CX team members regularly transition into key product, GTM, and generalist roles across Marloo

## About Marloo

## Company Overview
- **One-liner**: Marloo is an AI partner for financial advisers that handles paperwork, compliance, and client context so advisers can focus on their clients.
- **Entity Type**: Private (Pre-seed/Seed stage; total funding $16.9M, latest $10M seed round in April 2026)
- **Headquarters**: Auckland, New Zealand (with offices in New York, London, and Sydney)
- **Founded**: 2025
- **Founders**: Hardy Michel, Shakeel Lala, Ben Robertson

## Core Business
- **Primary industry**: AI-powered software for financial advice (wealth management, financial planning, insurance, mortgages)
- **Target customers**: Financial advisers and support staff at firms of all sizes – from independent advisers to large multi-advisor firms (B2B)
- **Mission**: “To give every adviser the partner they deserve, remove the friction that holds them back, and unlock a level of advice that elevates the entire profession.”

## Products & Services
- **[Marloo AI Partner](https://www.marloo.com/us)**: An AI platform that goes beyond meeting note-taking. It transcribes and analyses client interactions, generates advice documents (e.g., Investment Policy Statements, financial reviews), manages tasks, fills forms, drafts emails, and builds a complete client relationship picture over time. Integrates with Zoom, Google Meet, Microsoft Teams, Webex, and Outlook/Google Calendar. Available as a SaaS product.
- **[Marloo Teams](https://www.marloo.com/us)**: Practice management overlay allowing firms to set permissions, manage billing, oversee compliance across every adviser, and move from sample-based compliance to full coverage.

## Market Standing
- **Valuation**: Not disclosed
- **Key Metric**: Total funding $16.9M (pre-seed $2.7M Oct 2025, seed $4.2M Sep 2025, additional $10M seed Apr 2026)
- **Notable Investors/Partners**: Blackbird Ventures (first and largest investor in Canva) is the lead backer; other investors from the pre-seed round include angel investors (12 participants in pre-seed, 4 in initial seed)
- **Growth Signals**: Onboarded 650+ firms in under a year across seven countries with “almost zero churn”; headcount grew 833% YoY to 20 employees; operates in 5+ countries (UK, Australia, US, New Zealand, Sweden); continues to hire rapidly (8+ active roles as of mid-2026)

## Competitive Advantages
- **Domain depth**: One third of the team are former financial advisers – the product is built “with the profession, not just for it,” ensuring real-world relevance and trust.
- **Compliance-first architecture**: SOC 2 Type 2 and GDPR compliant; designed to handle regulated document generation across multiple jurisdictions and support firm-wide oversight.
- **Full-stack AI infrastructure**: Moves beyond simple note-taking to become the central operating system for advice – handling documents, tasks, forms, and client context across all channels (meetings, phone, email, voice notes).
- **Zero churn at fast scale**: High retention indicates strong product-market fit and switching costs.

## Strategic Focus
- **Expand beyond notetaker era**: Position Marloo as the “infrastructure the profession has always needed,” enabling full compliance coverage and document automation.
- **International growth**: Already in seven countries, with stated ambition to continue scaling across jurisdictions (document generation built for 10x growth).
- **Product-led sales**: Lean team (no product managers, no backlog) – engineers talk directly to customers; GTM hires also come from the adviser community, enabling a peer-to-peer sales model.

## Why Work Here
- **Culture**: High agency, talent dense, speed and energy, “play to win”, love for customers, embrace of ambiguity. Bureaucracy stripped out – no unnecessary meetings, just the work that matters.
- **Flexibility**: Flexible work policy that prioritises in-person time but allows for travel, deep work, and family needs. Offsites for the entire team.
- **Engineering ethos**: Full-stack product engineers own what they build end to end; no product managers or backlogs. Tooling includes ChatGPT, Gemini, Cursor – whatever gives leverage. Hard problems include regulated document generation across seven jurisdictions.
- **Compensation**: Competitive salary and equity package (sliding scale to optimise for cash or equity). Perks are evolving quickly; team input into new benefits.
- **Hiring process**: Transparent and fast – intro call, hiring manager interview, case study or paid work trial, then founder interview. All applications reviewed personally.

## Sources
1. [Marloo Careers Page](https://www.marloo.com/careers)
2. [Marloo LinkedIn Profile](https://www.linkedin.com/company/gomarloo)
3. [Marloo US Website](https://www.marloo.com/us)
4. [Marloo About Us](https://www.marloo.com/us/about)

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