---
title: 'Sales Development Representative at Marloo'
canonical: 'https://feeny.ai/job/sales-development-representative-marloo-sydney-cspt1kbv7msf'
type: 'job'
last_seen: '2026-09-17'
---

# Sales Development Representative at Marloo

- **Company:** Marloo
- **Location:** Sydney, Australia
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-15
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/marloo/8a88565d-782d-4e78-a0b6-a09d23694659

## Job description

Sales Development Representative — Sydney Location: Sydney, office-based Team: Australia GTM Reports to: Head of Growth Compensation: A$85,000–95,000 base + super, plus variable.

## 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

This is a dedicated Sales Development seat on our Australian team. You will own the top of our funnel: every new sign-up, every warm lead, every account that went quiet. The role is inbound-heavy to start. Advisers find us, try the product, and the difference between a trial and a paying firm is often a fast, well-run conversation in the first hour. That conversation is yours. Outbound will grow over time, but proven cold calling ability matters from day one — the warm calls still require someone who is confident to pick up the phone quickly. You will qualify and route: some advisers go to an Account Executive, some are better served activating themselves with a nudge. Knowing the difference, quickly and consistently, is the core skill.

## What you'll do

- Speed to lead. Contact new sign-ups fast, while intent is live.
- Activate warm leads. Work trials, demo no-shows, webinar attendees and partial activations into real conversations.
- Reactivate. Bring disengaged and lapsed accounts back with a reason to return.
- Qualify and route. Hand qualified opportunities to an AE against a clear bar, or set advisers up for self-activation and webinar participation.
- Build the playbook. Our sales motion is young. You will write and rewrite the scripts, sequences and objection handling alongside us — not inherit a finished manual.
- Close the loop. Feed objections, competitor mentions and feature requests back to management, product and engineering. You hear things first, and we want them.
- Get in the room. Expect ~ 20 days a year of domestic travel for conferences and industry events.

How success is measured This is a volume role with a carried target. Three things:

- Qualified meetings accepted by an Account Executive against a written bar — the primary number.
- Seat conversions from accounts you sourced, credited regardless of who closed them.
- Speed to lead — the percentage of new sign-ups contacted inside our target window.

## What you'll bring

Essential

- B2B sales experience with a carried target.
- Demonstrable SDR or BDR experience, and real cold calling under your belt. You should be able to talk us through your dial volumes, your conversion rates and what you changed when they dropped.
- FULL working rights in Australia. We are not in a position to sponsor visas.

Ideal

- Outbound experience in a scale-up, where the process was being built while you were running it.
- Comfort with AI-native workflows — setting up routines and basic automations to multiply your own output, not just using a chatbot occasionally.
- Experience in financial advice, wealth management, or adjacent industries.

The environment Both the product and the maturity of our sales function are changing fast. Processes you help build in month one may be rebuilt in month four. You will have a lot of autonomy and very little hand-holding, and the only constant is change. The performance bar is high and the culture is collaborative. There is real room to grow as the business and the GTM team scale. We are looking for people who care about the problem: access to advice, affordability of advice, and giving advisers tools worth using.

## Compensation

A$85,000–95,000 base plus superannuation, with a performance-based variable component for OTE.

## 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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