Sales Representative: Martell Group

Serv Recruitment Agency•Kelowna, BC

1d•CA$350,000•Onsite

About The Position

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

Requirements

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.

Nice To Haves

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.

Responsibilities

Own the entire sales process, from lead generation through closing and post-sale follow up.
Be on the front lines of building trusting relationships, understanding prospect needs, presenting value, and driving revenue.
Collaborate closely with the Founder to grow the user base and bring real financial impact to clients.
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.