
Role description
From the employerWe 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:
>
> 1. Monthly accounting & bookkeeping
> 2. Tax filing and compliance
> 3. 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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