Sales Representative: Martell Group

Serv, a global executive recruitment partner, is hiring on behalf of our client Martell Group for a Sales Representative.

Join the Team:

The Martell Group exists to build people, brands, and ventures that create meaningful impact. Across four companies, Martell Group combines audience, operators, and execution to launch scalable products and empower ambitious leaders in Media, B2B SaaS, and AI.

Founded by serial entrepreneur and investor Dan Martell, an investor in Udemy, Intercom, and Unbounce, Martell Group is building a company that values leadership, growth, and simplicity, and is looking for people who live those values too.

The goal is to attract world-class talent and align people where their impact is greatest. When you apply to Martell Group, you'll automatically be considered for all open roles across its companies, not just the one you applied for.

To learn more please visit: https://www.danmartell.com/

Why you shouldn't work here: Radical Transparency from our CEO
https://www.dropbox.com/scl/fi/rsy73d1itjqqy1rwb8wox/Culture-Video.mp4?rlkey=nileibsbvmooe7uhfpuml3a2r&e=2&st=9kvtl6my&unfurl=slack_gen&dl=0

Position Responsibilities:

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 the user base and bring real financial impact to clients.

This role includes:

• Conduct discovery calls to understand prospect pain points, financial goals, and readiness to adopt the 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 the full sales cycle end to end: lead → opportunity → close → onboarding support.
• Maintain accurate records in CRM, including pipeline, forecast, and 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.

Qualifications

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 verbal and written communication, with a strong ability to ask the right questions and uncover core needs.
• Ability to work independently, manage your calendar, prioritize tasks, and self-motivate.
• Familiarity with CRM tools, such as HubSpot or Salesforce, and sales metrics including pipeline, conversion rates, and deal cadence.
• Ability to work in-office in Kelowna, BC.

Preferred:

• Experience with financial wellness, personal finance, or fintech products.
• Comfort with cold outreach, including calls, emails, and social selling, with the 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.

Our Ideal Teammate Is Someone Who:

• Is proactive and accountable.
• Thinks strategically and executes consistently.
• Communicates with clarity and confidence.
• Brings a positive, growth-oriented mindset.
• Is highly organized and dependable.
• Embraces learning and feedback.
• Cares deeply about doing great work.
• Is energized by owning the full sales cycle and directly contributing to revenue growth.
• Builds trust quickly and takes the time to understand what prospects actually need.
• Is comfortable generating their own opportunities and taking ownership of results.

Hiring Process

We take our hiring process seriously and evaluate candidates based on both capability and culture fit. Our goal is to ensure you step into a role where you feel genuinely excited and fulfilled. That's important for you, and it's equally important for us. Below is a snapshot of what you can expect throughout our hiring process.

Please note that steps may vary slightly depending on the position.

• Video submission
• Screening Interview
• Hiring manager interview
• PI + test project
• Test project presentation + interview with leadership team

Location: Kelowna, BC (In-Office Only)

Salary: $350,000 CAD OTE

Serv uses AI tools in our recruitment process, including developing job postings and note-taking during interviews. AI is not used to screen, assess, or select candidates. All resumes are reviewed by a human, and all hiring decisions are made by humans. Any AI-generated output used during the recruitment process is reviewed by a human before action is taken.