Sales & Client Success Executive (Remote)

Miduna & Associates Ltd · Kerala, India

Location: Remote (Global Hiring for Canadian Firm)

Employment Type: Full-Time

Salary Range: INR 3.6 LPA – 4.2 LPA

We are a growing Canadian tax and accounting firm committed to delivering exceptional client service through technology, efficiency, and professional expertise. We assist thousands of individuals and businesses with tax preparation, accounting, bookkeeping, payroll, and business advisory services.

We are looking for an energetic and highly organized Sales & Client Success Executive who can confidently convert enquiries into clients while ensuring an outstanding customer experience throughout the onboarding journey.

This is a fast-paced role requiring strong communication, sales, multitasking, and operational coordination skills, particularly during Canada's busy tax season.

As the Sales & Client Success Executive, you will be the first point of contact for prospective and existing clients through phone, email, WhatsApp, and other digital channels. Your primary responsibility is to convert enquiries into paying clients while providing exceptional service throughout the client journey.

You will manage a high volume of client interactions, identify client needs, explain our services, prepare quotations where applicable, follow up on leads, and coordinate with the operations team to ensure work is assigned and completed efficiently.

• Respond promptly to enquiries received via phone, email, website, WhatsApp, and social media.
• Convert enquiries into paying clients through professional and consultative selling.
• Explain tax, accounting, bookkeeping, payroll, and business services clearly and confidently.
• Build trust with clients by understanding their requirements and recommending appropriate services.
• Follow up consistently on leads until conversion.
• Maintain accurate CRM records and update the sales pipeline.
• Meet monthly sales and conversion targets.
• Identify opportunities to cross-sell and upsell additional services.

• Deliver an exceptional customer experience from the initial enquiry through engagement.
• Guide clients through the onboarding process.
• Collect required documentation and ensure files are complete before assignment.
• Keep clients informed about the status of their work.
• Resolve client concerns professionally or escalate them when necessary.
• Build long-term relationships that encourage repeat business and referrals.

• Open and manage client cases within internal systems.
• Assign completed intake files to the appropriate tax or accounting team members.
• Coordinate priorities during peak tax season.
• Monitor turnaround times and follow up on outstanding cases.
• Ensure deadlines are met and client expectations are managed.
• Work closely with tax preparers and management to resolve operational bottlenecks.

• Maintain accurate client records and documentation.
• Track sales activities, follow-ups, and conversion metrics.
• Prepare reports on enquiries, conversions, and workload.
• Assist with administrative tasks supporting the firm's daily operations.
• Ensure compliance with internal processes and confidentiality requirements.
  

• Bachelor's degree in Business, Commerce, Marketing, Finance, Accounting, or a related field.
• Minimum 3 years of experience in remote sales, business development, client success, or customer relationship management.
• Experience selling professional services remotely is highly preferred.
• Previous experience in tax, accounting, bookkeeping, financial services, education consulting, immigration consulting, insurance, banking, or similar advisory services is a strong advantage.
• Excellent written and spoken English.
• Strong interpersonal and negotiation skills.
  

• Proven ability to convert enquiries into sales.
• Strong consultative selling techniques.
• Excellent telephone and virtual communication skills.
• Ability to manage multiple conversations simultaneously.
• Strong organizational and time management skills.
• Ability to prioritize work in a fast-paced environment.
• High attention to detail.
• Professional email and chat communication.
• Strong problem-solving skills.
• Comfortable working independently in a remote environment.
  

Experience with or ability to learn:

• CRM systems
• Microsoft Office
• Google Workspace
• WhatsApp Business
• Zoom or Microsoft Teams
• Basic understanding of Canadian taxation and accounting services (training provided)
  

Candidates with experience selling any of the following services remotely will be given preference:

• Tax preparation
• Accounting services
• Bookkeeping
• Payroll services
• Education consulting
• Immigration consulting
• Financial advisory
• Insurance
• Banking products
• Professional consulting services
  

Success in this role will be measured by:

• Lead response time
• Enquiry-to-client conversion rate
• Monthly sales targets achieved
• Client satisfaction
• Client retention
• Follow-up completion rate
• Accuracy of client onboarding
• Operational coordination and case management efficiency
  

• Competitive salary with performance incentives.
• Remote work flexibility.
• Comprehensive training on Canadian tax and accounting services.
• Opportunities for career growth and advancement.
• Collaborative and supportive work environment.
• Exposure to international clients and professional service operations.
  

If you enjoy building relationships, closing sales, delivering exceptional customer service, and thrive in a fast-paced environment where every conversation can make a difference, we'd love to hear from you.