Sales Development Representative

Role Summary

We're building the AI Agent OS for Advisors. Financial advisors use Verlo to replace the patchwork of tools they hate. Our agents join their meetings, write their notes, update their CRM, and answer any question about any client instantly. Interest is growing faster than we can follow up on, and we need someone at the top of the funnel turning that interest into booked meetings.

As a Sales Development Representative at Verlo, you'll be the first conversation most advisors have with us. You'll run outbound, qualify inbound, and book demos for our Account Executives. You'll work closely with the AE team and report directly to the founder.

Responsibilities

You'll prospect every day: building lists, researching advisors and firms, and writing outbound that earns replies. You'll run the first call to qualify fit and book qualified demos for the AE team. You'll own inbound leads from our waitlist and referrals, respond fast, and make sure no good lead goes cold. You'll keep your pipeline clean, test new messaging and sequences, and feed back what's landing so we keep sharpening the pitch. The goal is simple: a steady flow of qualified meetings the AEs can close.

Requirements

• 1–3+ years in an SDR, BDR, or outbound role at a B2B SaaS company. You've hit meeting or pipeline targets consistently
• Comfortable with outbound. You can write cold email that gets a reply and pick up the phone without overthinking it
• Discipline working remotely. You manage your own list, sequences, and follow-ups without anyone checking in on you
• Strong written and verbal communication. You'll be drafting outreach, qualifying on calls, and recording Looms daily
• Curiosity about the product and the market. You'll learn the workflows that matter to financial advisors and speak about them credibly
• Resilient and coachable. You treat a no as information and iterate fast

NICE TO HAVE

• Experience prospecting into financial advisors, RIAs, or wealth management firms
• Familiarity with the wealthtech ecosystem (custodians, planning software, CRMs like Redtail or Wealthbox)
• Experience with outbound tooling for sequencing, list-building, and enrichment
• Background at an early-stage startup where you helped build the motion, not just follow it
• You've used AI tools in your own workflow and get why this market is about to change

Benefits

• Health and dental benefits
• Unlimited vacation
• Equity in the company

About the Company

ABOUT VERLO

Verlo is building the AI operating system for wealth management firms.

We help financial advisory firms unify their data, deploy AI agents across their operations, and transform manual processes into controlled, compliant workflows. Verlo supports work ranging from portfolio reviews and meeting preparation to account opening, paperwork, CRM updates, and client service.

We are an early-stage, rapidly growing company headquartered in St. John’s. We are looking for ambitious, resourceful people who want to help build both the product and the company behind it.

WHY JOIN VERLO

Verlo is committed to building a team with diverse backgrounds, experiences, and perspectives. We welcome applications from qualified candidates who are excited about the role, even if they do not meet every listed qualification.

Work directly with Verlo’s CEO and COO.

Operate at the centre of a rapidly growing AI company.

Gain exposure to company strategy, fundraising, customers, product development, and operations.

Build systems and processes that will shape how the company grows.

Take on meaningful responsibility in a high-trust environment.

Help build an enduring technology company in Newfoundland and Labrador.

Work alongside the team in person at Verlo’s St. John’s headquarters.