Sales Representative

Martell Media; Remote; CAD 150,000; Full time

Job summary

A financial wellness platform is seeking a Sales Representative to own the sales process from lead generation to closing. You'll build relationships with prospects, deliver product demos, and negotiate contracts. The ideal candidate has 1-3 years of B2B or SaaS sales experience, proven track records in sales, and excellent communication skills. This remote role offers an opportunity to impact clients' financial wellbeing while collaborating closely with the Founder.

Qualifications

• 1-3 years of full cycle B2B or tech-adjacent SaaS/Fintech sales experience.
• Proven track record of meeting or exceeding sales quotas.
• Ability to work independently in a remote environment.

Responsibilities

• Own the entire sales process from lead generation to closing.
• Conduct discovery calls to understand prospect needs.
• Deliver product demonstrations that communicate value.

Skills

B2B sales experience

Excellent communication skills

Strong negotiation skills

Lead generation

CRM familiarity

Tools

HubSpot

Salesforce

Job description

About Us
Hello Frank is a forward-looking AI-powered financial wellness platform designed to help Canadians build financial confidence. We combine data, intuitive tools, and personalized insights so users can understand their money, make smarter decisions, and feel more secure about their financial future.

On-Target Earnings: $150,000 CAD OTE
Location: Remote (Canada)

About Us
Hello Frank is a forward-looking AI-powered financial wellness platform designed to help Canadians build financial confidence. We combine data, intuitive tools, and personalized insights so users can understand their money, make smarter decisions, and feel more secure about their financial future.
We value transparency, user-first thinking, and continuous improvement, and we're looking for sales professionals who share our mission of helping people live better, stress less, and thrive financially.

🎥 Why you shouldn't work here – Radical Transparency from our CEO

What Applying Looks Like
We keep it transparent and efficient. Here's what to expect:

• 1-min intro video (Loom, Vidyard, or Google Drive – share your link below)
• Application review
• 15-minute intro call
• Strengths assessment – how you learn and do
• Hiring Manager interview – values and culture fit
• Paid test project – work with us, like you're already on the team
• Final call with our CEO
• Offer– if we're both excited, we move forward fast

About The Role
As a Sales Representative, you will own the entire sales process, from lead generation through closing and post-sale follow up. You will be on the front lines of building trusting relationships, understanding prospect needs, presenting value, and driving revenue. You'll collaborate closely with the Founder to grow our user base and bring real financial impact to our clients.

What You'll Do

• Conduct discovery calls to understand prospect pain points, financial goals, and readiness to adopt Hello Frank's platform.
• Deliver product demonstrations and presentations that clearly communicate value and outcomes.
• Negotiate contracts and close deals that align with both customer needs and company objectives.
• Manage full sales cycle end to end: lead → opportunity → close → onboarding support.
• Maintain accurate records in CRM (pipeline, forecast, activity) and keep forecasts up to date.
• Meet or exceed monthly, quarterly, and annual revenue targets.
• Generate and qualify your own leads via outbound outreach, referrals, networking, and inbound channels.

What You Bring

Required

• 1-3 years of full cycle B2B or tech-adjacent SaaS/Fintech sales experience.
• Proven track record of meeting or exceeding sales quotas.
• Excellent communication (verbal and written), with strong ability to ask the right questions and uncover core needs.
• Ability to work independently, manage your calendar, prioritize tasksivate in a remote environment.
• Familiarity with CRM tools (e.g., HubSpot, Salesforce) and sales metrics (pipeline, conversion rates, deal cadence)

Preferred

• Experience with financial wellness, personal finance, or fintechComfort with cold outreach (calls, emails, social selling) and ability to scale outreach efforts.
• Ability to present complex product features in a way that non-technical stakeholders understand.
• Strong negotiation skills and experience handling contract terms.