Gondaliya CPA (Canada) is a registered CPA firm based in Toronto Downtown, led by a CPA Canada and CPA USA designated professional with over 15 years of experience in the service industry. We provide accounting, tax, payroll and compliance services to 1,000+ incorporated small and mid-sized businesses across Canada, and we hold 1,300+ five-star Google reviews.
We are looking for a reliable and experienced Sales & Client Success Specialist to join our team full-time at our Mississauga office. You will handle inbound calls, follow-up communication and CRM updates, and close small-ticket service deals. This is an in-person, KPI-based role. It focuses only on warm inbound leads from prospective clients already looking for our services. There is no cold calling.
Key Responsibilities
- Answer inbound calls from warm leads and professionally capture client needs.
- Respond to follow-up emails and keep timely communication with prospective clients.
- Explain services clearly, set expectations and guide clients through next steps.
- Manage and update CRM records with accurate notes and lead status changes.
- Maintain a structured follow-up call pipeline and make sure no lead goes unanswered.
- Track weekly KPIs such as lead responses, follow-ups, booked calls and conversion rates.
- Close high-volume small-ticket service deals by understanding client needs and offering suitable solutions.
- Coordinate internally to ensure smooth onboarding of new clients.
Required Skills
- Strong phone and written email communication.
- Ability to understand client needs and explain services in simple terms.
- CRM experience
- Ability to follow structured processes, maintain pipelines and track conversions.
- Comfortable working with weekly targets, KPIs and closing expectations.
- Quick and organized in handling multiple warm leads per day.
- Able to work independently with minimal supervision.
Qualifications and Experience
- Education: Any degree.
- Minimum 3 years in inbound sales, customer success, business development, appointment-setting or a similar role for a service-based business or agency.
- Proven experience converting warm inbound leads into paying clients.
- Must be legally authorized to work in Canada.
- Must be able to commute to our Mississauga office for in-person work.