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Added 17 mins ago
SC
Directeur(trice) des ventes | Sales Manager
Service Corporation International
Montreal, QC
- Full-time
Connaissances de systèmes de gestion de la relation client (CRM), un atout
Added 17 mins ago
Application Specialist
Price Industries Limited
Winnipeg, MB
Managing and updating case records in CRM System
Added 32 mins ago
B
Administrative Professional, US Corporate Tax Services
BDO
Toronto, ON
- Full-time
Maintain accurate client records in CRM systems
Added 32 mins ago
Sales Account Executive
Aspen Technology
Montreal, QC
Responsible for administration of overall strategic account plan, opportunity management, competitive displacement targeting, and pipeline development within CRM tool.
Added 46 mins ago
JB
Service Coordinator
John Brooks Company
Mississauga, ON
- $60,000 to $70,600 CAD / year
- Full-time
…activities between customers, vendors, and internal teams, maintains CRM/ERP records, and ensures timely, accurate service…
Added 47 mins ago
JB
Service Coordinator
John Brooks
Mississauga, ON
- $60,000 to $70,600 CAD / year
- Full-time
…activities between customers, vendors, and internal teams, maintains CRM/ERP records, and ensures timely, accurate service…
Added 1 hour ago
SP
Customer Experience Representative
Sifton Properties Limited
London, ON
- Full-time
Working knowledge of Microsoft Office, particularly Word, Outlook and Excel. Knowledge of Salesforce or CRM is an asset.
Added 1 hour ago
CC
Group Retirement Sales & Service Advisor
CBIG Canadian Benefits Investment and Insurance Group Inc.
Prince George, BC
- Full-time
Maintain accounts, input, and track communication with plan members in CRM.
Added 1 hour ago
M
Responsible Gaming (RG) Lead
Midnite
Remote, Canada
- Full-time
- Remote
Partner with Marketing, CRM and VIP teams to make sure promotions and player engagement reflect RG risk and that commercial decisions do not override player protection.
Added 1 hour ago
TL
Sales Development Representative
The Leadership Agency
Montreal, QC
- Full-time
Maintain clean, disciplined CRM hygiene so pipeline data is actually trustworthy
Added 1 hour ago
UO
Senior Coordinator, Development
University of Ottawa
Ottawa, ON · Desmarais Hall
- Full-time
…stewardship strategies. Maintains accurate and current records in the CRM and internal systems, tracks engagement activities, and contributes to proposal development and prospect…
Added 1 hour ago
J
Senior Enterprise Account Executive
Jobgether
Canada
- Full-time
Salesforce proficiency: Familiarity with Salesforce or comparable CRM platforms is preferred.
Added 1 hour ago
J
Account Manager, Medical Communications
Jobgether
Canada
- $75,000 to $90,000 CAD / year
- Full-time
Maintain accurate customer relationship management (CRM) records and manage sales pipelines to track opportunities and account performance.
Added 1 hour ago
District Sales Manager
Moov Pool Products
Toronto, ON
Maintain accurate customer records, sales activity, and forecasts within the CRM system.
Added 1 hour ago
CC
Senior Oracle Siebel CRM - Software Developer - RQ11823 (CANADA) - Onsite
Computer Consultants International, Inc.
Toronto, ON
- Contract
Senior Oracle Siebel CRM - Software Developer - RQ11823 (CANADA) - Onsite
Added 1 hour ago
S
Technical Sales Engineer - Georgetown, Ontario, Canada
Solinst
Georgetown, ON
- Full-time
Keep opportunities moving by maintaining accurate, timely CRM records for customer interactions, leads, quotations, and follow-up activities
Added 1 hour ago
B
Practice Consultant - Medical Aesthetics
BoomerangFX
Mississauga, ON
- $65,000 to $75,000 CAD / year
- Full-time
Experience with healthcare SaaS, MedSpa, EMR, CRM (HubSpot preferred), or Martech platforms and private-pay revenue workflows
Added 1 hour ago
BC
Client Service Representative - Mississauga Office
Bestax Chartered Accountants
Mississauga, ON
- Full-time
Respond promptly to inbound inquiries via phone, email, and CRM platforms.
Added 2 hours ago
AI
Account Manager-Retail New Truck Sales
Altruck International Centres
Hamilton, ON
- Full-time
CRM and Reporting: Maintain accurate customer records, sales activity, opportunity status, and forecasts in the CRM system. Provide regular reports on sales performance, pipeline activity,…
Added 2 hours ago
AI
Account Manager-Retail New Truck Sales
Altruck International Centres
Guelph, ON
- Full-time
CRM and Reporting: Maintain accurate customer records, sales activity, opportunity status, and forecasts in the CRM system. Provide regular reports on sales performance, pipeline activity,…
Added 2 hours ago
AI
Account Manager-New Truck Sales
Altruck International Centres
Goderich, ON
- Full-time
CRM and Reporting: Maintain accurate customer records, sales activity, opportunity status, and forecasts in the CRM system. Provide regular reports on sales performance, pipeline activity,…
Added 2 hours ago
U
Sales Manager - UniFirst
UniFirst
Montreal, QC
- Full-time
Cutting edge sales tools, including a data management device with CRM software
Added 3 hours ago
RU
Technology M&A Due Diligence Manager
RSM US LLP
Toronto, ON
- Full-time
Analyze key business applications (e.g., ERP, CRM, HRIS) with respect to business / industry requirements (e.g., capabilities, modules, pricing) and complete application dispositioning with…
Added 4 hours ago
H
Field Sales Intern Technology
HabileLabs
Canada
- Part-time
Maintain CRM records, track sales opportunities, and follow up with prospects.
Added 9 hours ago
WR
Business Development Representative - Vancouver
War Room
Vancouver, BC
- Full-time
Maintain strong CRM hygiene and follow established workflows.

Bestax Chartered Accountants

Client Service Representative - Mississauga Office

Mississauga, ON, L5G 3H4, Canada

Full-time

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Job details

Job type: Full-time
Posting language: English
Posted: Oct 29, 2026

Original job description

We are seeking a confident, ambitious, and client-focused Client Services & Sales Consultant to join our team in Mississauga, Canada. The primary focus of this role is to manage Canadian client inquiries, assist with company formation and compliance in Canada, and promote accounting, tax, and business advisory services offered by our Canadian firm.

You will also support clients interested in establishing businesses in Dubai and other jurisdictions by coordinating with our Dubai operations team.

Key Responsibilities

Respond promptly to inbound inquiries via phone, email, and CRM platforms.
Conduct consultation calls to assess client needs and recommend the right business setup structure
Provide guidance on basic CRA compliance requirements (corporate taxes, GST/HST, payroll, etc.).
Prepare and present proposals, pricing, and service agreements to clients.
Coordinate with our internal Canadian tax & accounting teams for onboarding and service delivery.
Manage cross-border service requests by working closely with our Dubai team when clients require UAE business setup solutions.
Maintain accurate CRM records, follow-ups, and client documentation.
Promote additional services including:
- Monthly accounting & bookkeeping
- Tax filing and compliance
- Business advisory & digital solutions
Support sales initiatives, networking activities, and key partnership opportunities in Canada.
Ensure proper handover of clients to operations teams and maintain high-quality service throughout.
Generate periodic sales and pipeline reports for management.

Requirements

Customer service, business setup, accounting firm or sales experience in Canada is a strong advantage.
Excellent English communication skills - both written and verbal.
Strong confidence in client communication and consultative selling.
Organized, proactive, and able to manage multiple tasks efficiently.
Knowledge or background in accounting/tax/CRM systems is an asset.

Benefits

A competitive base salary along with an exciting incentive structure.
Opportunities for personal and professional growth.
Continuous learning and development.
Collaborative, diverse, and dynamic work environment.
Direct impact on entrepreneurs, startups, and multinational corporations.
Future growth prospects.

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More about this job

Responsibilities

Manage client inquiries regarding business formation, tax compliance, and accounting services while coordinating with international teams. Prepare proposals, maintain CRM records, and actively promote the firm's advisory and digital solutions to prospective clients.

Requirements

Candidates should have experience in customer service, business setup, or accounting firms, ideally within Canada. Strong English communication skills and a consultative sales approach are essential for success in this role.

Skills

Client service
Consultative selling
Business setup
Accounting
Tax compliance
CRM systems
Communication
Proposal preparation
Business advisory
Bookkeeping
Sales
Networking

Benefits

Competitive base salary
Incentive structure
Personal and professional growth
Continuous learning and development
Collaborative work environment

Visa sponsorship

Not detected in the job text

Keywords

Client Services
Sales Consultant
Business Formation
Compliance
CRA
Corporate Taxes
GST/HST
Payroll
CRM
Accounting
Bookkeeping
Tax Filing
Business Advisory
Digital Solutions
Consultative Selling
Lead Generation
Pipeline Management
Networking
Startups
Multinational Corporations

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