AI Operations Associate, Wellington

Responsibilities

• 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, internal processes - you'll spot what's broken and fix it.
• Customer insights
• Surface patterns from support conversations to the product team. Your observations will directly shape what we build.
• General pitching in
• We're building a team of highly empowered doers. Everyone pitches in on the random tasks that pop up along the way.
• You're a fit if
• You want direct exposure to all aspects of building and scaling a company
• You're comfortable with high ownership and responsibility
• You have burning ambition and drive for significant achievement
• You turn ambiguity into your secret weapon: you dive in, take charge, and figure things out
• You can clearly empathise with financial advisers and communicate the value of Marloo
• You don't need to be experienced in financial services, but some understanding of the industry would be helpful
• You want to eventually shape your own role and journey
• Willing to prioritise in-person collaboration. Also able to travel internationally as needed
• Salary range: $70-$100k depending on experience. Exceptions on a case-by-case basis and determined relative to open compensation standards. Happy to discuss what that would look like for you specifically during our interview process.

Additional Information

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.

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