Sales & Client Success Specialist

About the job

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.
• Fast 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.