About Marloo

Financial advisers carry an extraordinary responsibility. They guide people through the most important financial decisions of their lives. For too long the tools available to them have been unworthy of that responsibility. We are building the AI partner that changes that. Not a notetaker, but the infrastructure the profession has always needed and never had. Backed by Blackbird Ventures, the first and largest investor in Canva. In under a year we have onboarded 650+ firms across six countries with almost zero churn. We are at the beginning of something significant and the momentum speaks for itself.

What You'll Do

Customer success

Ensure that advisers using Marloo are set up for success and experience delight when they use the product. Troubleshoot issues, answer questions, and make sure every interaction leaves them feeling supported.

Operations

Keep the machine running. Invoicing, onboarding workflows, interna...