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 roleYou will own the customer support inbox for your market with total autonomy and drive. Every adviser who reaches out receives a fast, accurate, and wonderfully warm response, with a daily mission to crush the queue to inbox zero. Do it well, and our best customers will celebrate you by name!
You'll join an ambitious, high-energy team that works hard, wins together, and has a blast along the way. At Marloo, CX isn't isolated to one department - our entire team is obsessed with customer happiness, creating an all-hands culture where everyone pitches in to deliver an unforgettable experience. You don't need to be an AI guru or engineer; you just need to love helping people, thrive on momentum, and learn at lightning speed.
What you'll doChampion the customer inbox and treat inbox zero as your daily baseline
Solve root problems with passion, tackling everything from quick queries to complex document templates and integrations
Use smart judgement on when to reply and when to jump on a call to make a customer's day
Navigate tough conversations with tact and care, turning tricky moments into lasting trust
Rally product and go-to-market teams weekly with punchy insights and actionable customer feedback
Collaborate with global counterparts to deliver a world-class, unified support experience worldwide
Channel extra capacity into building better tools, sharper macros, help content, and proactive triage
You're a Customer Experience champion who brings high energy, genuine care, and excitement to clearing the queue
You take immense pride in mastering the details and performing at a high standard every single day
You're an insanely fast learner who thrives in a fast-moving industry and stays ahead of the curve
You communicate clearly, warmly, and effortlessly across written channels and phone calls
You possess sharp instincts for prioritizing, resolving friction, and escalating critical issues
You embrace using AI tools to supercharge your workflow
You love working in-person alongside an energetic team where learning happens organically every day
Financial services experience is a bonus, but your attitude and drive matter most
Direct, high-visibility impact on our customers from day one
Front-row seat and immersion into a fast-scaling startup across product, GTM, and engineering
Structured onboarding paired with a dedicated buddy to set you up for success
A launchpad for growth: our CX team members regularly transition into key product, GTM, and generalist roles across Marloo
Skills Required
- Customer experience or customer support mindset with genuine care for customers
- Ability to learn quickly and thrive in a fast-moving industry
- Clear, warm communication across written channels and phone calls
- Strong prioritization, problem-solving, and escalation judgment
- Ability to handle difficult customer conversations with tact and care
- Comfort using AI tools to improve workflow
- Ability to work in person alongside an energetic team
- Financial services experience
What We Do
Marloo is an AI assistant transforming how financial advisers work.
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