Job Description

On-Target Earnings:

$150K

Location:

Remote (Canada)

About Us

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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.


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Why you shouldn't work here

- Radical Transparency from our CEO

What Applying Looks Like

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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

In-person 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

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As an Account Executive, 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

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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

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Required

2-4 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 tasks, and self-motivate 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 fintech products. Comfort 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.

You're a Great Fit If You...

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Own your numbers and treat revenue targets like a scoreboard. Love helping people solve financial problems, not just making a sale. Have grit: enjoy calling, asking tough questions, following up persistently. Are adaptive, experiment-oriented: you test new messaging, iterate, and optimize your process. * Thrive in remote work: clear communication, accountability, structure.