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. Our firm provides Accounting, Tax, Payroll, and Compliance services to small and mid-sized businesses across Canada.
We are looking for a reliable and experienced Sales & Client Success Specialist – Fully Remote to assist with inbound calls, follow-up communication, CRM updates, and closing small-ticket service deals. This is a fully remote, goal-oriented role starting at 2 hour per day, with time increasing as the company grows. The position focuses only on warm inbound leads from prospective clients seeking our services.
Key Responsibilities:
• Answer inbound calls from warm leads and professionally capture client needs.
• Respond to follow-up emails and maintain 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 pipeline and ensure 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 requirements and offering suitable solutions.
• Coordinate internally when needed to ensure smooth onboarding of new clients.
• Work independently, manage time effectively, and maintain professionalism in all communication.
Required Skills:
• Strong communication skills for phone calls and written emails.
• Ability to understand client needs and explain services in simple terms.
• Experience using CRMs (any CRM experience acceptable).
• Ability to follow structured processes, maintain pipelines, and track conversions.
• Comfortable working with targets, KPIs, and closing expectations.
• Fast and organized in handling multiple warm leads per day.
• Ability to work independently with minimal supervision in a remote environment.
Qualifications and Experience:
• Education: Any degree.
• Experience: Minimum 2+ years in inbound sales, customer success, business development, appointment-setting, or similar roles for service-based businesses or agencies.
• Proven experience handling inbound calls, follow-up emails, CRM management, and closing small-ticket service deals.