Teams at Marloo

Own implementation of Marloo environments for financial advice firms by building and editing compliant document templates, configuring firm-specific knowledge, onboarding customers, resolving template issues, and training advisers and paraplanners. Identify recurring problems, create scalable standards and reusable templates, and provide actionable feedback to product and engineering teams. The role requires strong Australian financial advice knowledge, meticulous attention to detail, autonomy, and occasional domestic travel.

Own the top of the sales funnel by rapidly contacting sign-ups, activating warm leads, reengaging inactive accounts, qualifying prospects, and routing opportunities to Account Executives. The role includes cold calling, meeting and conversion targets, developing sales scripts and sequences, sharing customer feedback with internal teams, and traveling approximately 20 days annually for conferences and industry events.

Own the full customer lifecycle for Marloo, from product demonstrations, discovery, and closing through environment configuration, onboarding, training, activation, expansion, and account growth. The role combines consultative B2B sales with implementation for financial advice firms. You will map workflows, configure templates and documents, educate users, provide market feedback, and travel domestically for conferences and industry events.