Outbound Sales Specialist

VanTax Accounting Services, a Vancouver-based firm specializing in accounting and tax advisory, supports individuals, Canadian small businesses, and non-resident corporations across Canada. The company offers a range of services including tax filing, business incorporation, bookkeeping, payroll, tax compliance, GST/PST, and cross-border tax advisory. With a team of CPA professionals, VanTax emphasizes disciplined processes and technical expertise to help clients maintain compliance and gain clear financial insights. The firm fosters a professional environment that values accuracy, client service, and continuous learning to support long-term, sustainable business growth.

The Outbound Sales Specialist role is a full-time, on-site position based in Shekhūpura. This role focuses on making outbound calls to prospective and existing clients to present VanTax’s services and qualify leads for tax, bookkeeping, and advisory offerings. The specialist will manage a pipeline of prospects, follow up on inquiries, and schedule consultations for the advisory team. Responsibilities include documenting all client interactions in the CRM system, providing basic service information, and coordinating with internal teams to ensure seamless lead handoff. Daily tasks involve meeting activity and conversion targets, professionally addressing customer questions, and offering feedback to improve sales scripts and outreach strategies.

Key Responsibilities
- Conduct outbound calls to prospective and existing clients to promote VanTax Accounting Services.
- Manage and maintain a pipeline of leads, ensuring timely follow-up and qualification.
- Schedule consultations and coordinate with the advisory team for smooth client transitions.
- Accurately document all interactions and updates in the CRM system.
- Meet or exceed daily activity and conversion targets.
- Handle customer inquiries professionally and provide clear, concise information about services.
- Collaborate with internal teams to refine sales scripts and outreach campaigns based on client feedback.

Required Qualifications
- Proven experience in outbound sales and lead generation, with a strong ability to manage and convert prospects.
- Excellent customer service and communication skills, including clear verbal communication and active listening.
- Practical sales experience, preferably within professional services, financial, or accounting-related sectors.
- Proficiency with CRM systems and basic office software such as spreadsheets, email, and calendar tools.
- High level of professionalism, integrity, and attention to detail in client interactions.
- Strong organizational and time-management skills, capable of prioritizing calls and follow-ups effectively.
- Relevant education in business, marketing, or a related field is advantageous.

Preferred Qualifications and Benefits
- Prior experience in accounting or tax services is considered a plus.
- Opportunity to work in a professional environment that values accuracy, client service, and ongoing learning.
- Exposure to a diverse client base, including individuals, small businesses, and non-resident corporations.
- Chance to contribute to a growing firm focused on sustainable business growth and client success.

This role offers a dynamic opportunity for a motivated sales professional to join a reputable accounting and tax advisory firm and contribute directly to business development and client engagement.