Sales & Client Success Specialist – Fully Remote

About Gondaliya CPA

Gondaliya CPA is a registered Canadian CPA firm based in downtown Toronto led by a professional holding CPA designations from Canada and the USA, boasting over 15 years of experience in the service industry. The firm offers Accounting, Tax, Payroll, and Compliance services tailored for small to medium-sized businesses throughout Canada.

Role Overview

We seek a dependable and seasoned Sales & Client Success Specialist to manage inbound inquiries, follow-up communications, CRM maintenance, and closing of smaller service transactions. This fully remote, target-driven role starts with approximately 2 hours daily, with an expectation of expanded hours as the company grows. The focus is exclusively on warm inbound leads from potential clients exploring our offerings.

Key Duties

• Handle inbound calls from warm prospects, capturing client needs professionally.
• Respond promptly to follow-up emails, ensuring clear and timely communication.
• Clarify offered services, set proper expectations, and guide clients through the subsequent steps.
• Update CRM systems diligently with detailed notes and accurate lead statuses.
• Maintain an organized follow-up pipeline to avoid any lead being neglected.
• Track weekly performance indicators including lead responses, follow-ups, scheduled calls, and conversion rates.
• Close a high volume of small-value service agreements by effectively grasping client requirements and proposing appropriate solutions.
• Collaborate internally as necessary for seamless onboarding of new clients.
• Operate independently with strong time management and professional communication standards.

Required Skills and Qualifications

• Excellent verbal and written communication skills for phone interactions and emails.
• Capability to comprehend client needs and explain services in straightforward terms.
• Experience with any CRM platforms and ability to maintain pipelines and track conversion metrics.
• Comfortable working to targets, KPIs, and closing objectives.
• Efficient and organized when managing multiple warm leads daily.
• Ability to work remotely with minimal oversight.
• Educational background: any degree.
• Professional experience: at least 2 years in inbound sales, customer success, business development, appointment setting, or related positions in service-focused firms or agencies.
• Proven track record of managing inbound communications, CRM updates, and closing small-ticket sales.