---
title: 'Founding Account Executive at Marloo'
canonical: 'https://feeny.ai/job/founding-account-executive-marloo-new-york-e1azb58xk2yz'
type: 'job'
last_seen: '2026-11-05'
---

# Founding Account Executive at Marloo

- **Company:** Marloo
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-11-02
- **Last confirmed live:** 2026-11-05
- **Apply:** https://jobs.ashbyhq.com/marloo/8374885f-ae8a-42f5-9064-3121b6ec54d1

## Job description

## About the Role

Be a founding GTM hire for Marloo in the US. Run demos for financial advisers, close them, and grow the accounts you sign, working alongside one of our cofounders based in New York. This is a ground floor seat in a fast growing AI native company, with room to help lead Marloo in the US if you deliver.

- Run around 25 live demos a week, measured on ARR closed
- Manage a high velocity, high volume SMB sales motion
- Onboard the firms you sign so they are using Marloo in week one
- Grow and expand your accounts with extra seats and upsell opportunities
- Work industry conferences and own the follow up
- Pick up the phone to prospects to book meetings as outbound grows
- Feed what you hear in demos back to a product team that ships daily
- Roll your sleeves up and help wherever the US team needs it

## About You

- You want a founding seat in the largest advice market in the world
- You love high velocity SMB sales, with lots of demos and fast follow up
- You use AI to give you leverage when selling
- You want to be measured on one number and want the upside that comes with it

## What You've Done

- 2 to 5 years in a quota carrying closing role in SaaS, fintech or financial services
- Hit your number and can talk through quota, attainment, deal size and close rate
- Closed short cycle deals at volume

## About Marloo

Marloo is the AI Partner for Financial Advisors. We take the admin and compliance off their plate so they can spend more time with clients. Advisers love it, we raised $13M in the last 12 months, and we have a team of 40 today across New York, London and Sydney, expecting to double within a year.

## 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)

## Other roles at Marloo

- [Founders Associate, NYC](https://feeny.ai/job/founders-associate-nyc-marloo-new-york-a50raa3tvznn) — New York, NY
- [Implementation Specialist](https://feeny.ai/job/implementation-specialist-marloo-sydney-sspxb744nne6) — Sydney, Australia
- [Sales Lead](https://feeny.ai/job/sales-lead-marloo-london-wm22hv68a1qz) — London, United Kingdom
- [Sales Development Representative](https://feeny.ai/job/sales-development-representative-marloo-sydney-cspt1kbv7msf) — Sydney, Australia
- [Enterprise Account Executive](https://feeny.ai/job/enterprise-account-executive-marloo-sydney-478xnce2t67m) — Sydney, Australia
- [Account Executive](https://feeny.ai/job/account-executive-marloo-sydney-ybxfth31r5mb) — Sydney, Australia
- [Customer Experience Associate](https://feeny.ai/job/customer-experience-associate-marloo-london-qjtvx6hk85x6) — London, United Kingdom
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