Account Executive, Broker Sales
Location: Calgary, AB | Department: Sales | Start: Immediately
About Purelend
Purelend is an early-stage company operating at the frontier of FinTech and AI. Our small, tight-knit founding team is reimagining banking technology, starting with mortgage loans. We're fully automating the manual checks and underwriting which historically have meant hours or days of frustrating manual work. Our customers and their clients get what they want faster: a funded mortgage.
Our platform is already used by mortgage brokers and lenders across Canada, including some of the country's most important lenders. We're growing fast and we want every new customer to get the most out of the platform. That's where this role comes in.
The Role
You'll own the entire broker sales cycle: finding prospects, running demos, closing deals, and making sure new customers actually succeed on the platform. That last part matters. This role is as much customer success as it is sales, because a broker who signs up but never runs a real deal through the system is a broker who cancels. You'll inherit a pipeline, a working outreach playbook, and a product that demos well. What we need is someone who can run with it.
What the Job Actually Looks Like
Prospecting and Outreach
You'll research brokers, figure out what they specialize in, and write emails that speak to their specific pain. A high-volume purchase broker cares about down payment verification speed. A BFS specialist cares about stated income from bank statements. A broker worried about fraud cares about document integrity checks. Same product, different pitch. You need to know which hook to use before you hit send.
Running Demos
A lot of them. This is a product that sells itself when people see it. Your job is to get them on the call, ask the right questions about their business, and then show them their own workflow inside Purelend. Not a canned walkthrough. You'll ask “what kind of deal do you want to see?” and run that scenario live. You need to be comfortable doing that whether they say “prime purchase with gifted down payment” or “self-employed borrower with 12 months of bank statements” or “refinance with multiple properties.”
Closing
Individual broker subscriptions and, increasingly, brokerage-wide deals. One happy broker who talks about you in their morning meeting can turn into 50 new users. You should be thinking about network density every time you onboard someone new: who else is on their team, who's their broker owner, which network are they part of.
Onboarding and Activation
You'll walk new customers through their first real deal on the platform. Not a tutorial. An actual file they're working on right now. You'll get their assistant set up, show them how to customize naming conventions for their workflow, and make sure they've created their first application within three days. That three-day window is the difference between a customer who sticks and one who churns.
Staying Close to Your Customers
Check in. Gather feedback. Flag problems before they become cancellations. Bring what you hear back to the product team. You'll talk to more brokers than anyone at the company. That perspective is valuable.
What You Need to Know (or Learn Fast)
The mortgage broker workflow is specific and jargon-heavy. You need to understand how a deal moves from application to document collection to verification to lender submission to funding. You need to know what a down payment trace is, why large deposits need sourcing, what a gift letter does, and why 90-day statement coverage matters. You don't need to be an underwriter, but you need to hold your own in a conversation with one.
You also need to understand how the Canadian broker market is structured. Networks like DLC, Mortgage Architects, TMG, Verico, and Mortgage Connection each have their own culture, tools, and decision-making hierarchy. Some are centrally managed, some are independent franchises. Knowing which is which changes your sales approach. If you've been a mortgage broker, worked at a brokerage, or sold into the mortgage industry, you have a significant advantage. The product knowledge can be taught. The workflow understanding and industry credibility are much harder to fake.
What You Need to Be Good At
- Live demos. You'll do several a day. Each one needs to feel like the first time. You need to handle questions on the fly, adapt to the broker's scenario, and let the product's speed create the wow moment instead of talking over it.
- Discovery. Two minutes of good questions at the start of a call should tell you whether to lead with down payment verification, stated income, time savings, or fraud detection. Lead with the wrong hook and you've lost them.
- Honest objection handling. The product is new and we don't do everything yet. When a broker asks about something we don't do yet, you need to acknowledge it, give a timeline if one exists, and focus on what works now. Brokers are salespeople themselves. They can tell when you're dodging.
- Writing. Outreach is a big part of this role. Your emails need to be specific, warm, and short. Generic “I'd love to show you how we can help” messages don't work. You need to reference something real about their practice.
- CRM discipline. Our growth depends on knowing who's connected to who. Brokerage-level deals require mapping out org charts. Follow-up timing is critical. If you're the type who lets HubSpot turn into a junk drawer, this isn't the role.
- Self-management. Nobody is going to hand you a call sheet. You manage your own pipeline, your own schedule, and your own targets.
Compensation
- Competitive cash salary
- Stock options in an early-stage company with institutional lender deals closing and a raise coming
- Work from our Calgary office with the founding team
Timeline
- Start Date: Immediately
- Applications: Rolling basis
Ready to Apply?
Send your resume and a brief note about why you're interested to hello@purelend.ai
Apply Now