Sales accounts executive



Sales & Business Development
Toronto, ON, Canada
Posted on Tuesday, May 23, 2023


  • 1. Sales Support: - Assist the sales team in preparing sales materials, presentations, and proposals. - Coordinate and schedule sales meetings, demos, and follow-ups with potential clients. - Maintain accurate and up-to-date customer records in the CRM system. - Provide administrative support to the sales team, including data entry and document management.2. Customer Communication: - Respond promptly to customer inquiries and provide information about our software solutions. - Assist in resolving customer concerns and issues, ensuring a positive customer experience. - Collaborate with the sales team to communicate updates, promotions, and product enhancements to clients.3. Lead Generation and Qualification: - Research and identify potential leads through various sources and tools. - Qualify leads based on predefined criteria before passing them to the sales representatives. - Monitor and manage leads through the sales funnel, ensuring timely follow-up and engagement.4. Collaboration and Coordination: - Work closely with the marketing team to align sales and marketing efforts, ensuring consistent messaging. - Collaborate with other departments to gather information and resources needed for sales presentations and proposals.5. Sales Reporting: - Generate regular sales reports and performance metrics for the sales team and management. - Analyze sales data to identify trends, opportunities, and areas for improvement.6. Training and Product Knowledge: - Maintain a strong understanding of our software solutions and their benefits. - Provide basic product information to clients during initial interactions.


  1. - Bachelor's degree in Business Administration, Marketing, or a related field (or equivalent experience).
  2. - Previous experience in sales coordination, customer support, or administrative roles preferred.
  3. - Excellent communication skills, both written and verbal.
  4. - Proficiency in CRM software (Hubspot) and Microsoft Office Suite (Word, Excel, PowerPoint).
  5. - Strong organizational skills and attention to detail.
  6. - Ability to work collaboratively in a fast-paced environment.
  7. - Basic understanding of accounting concepts and practices is a plus.
  1. Competitive salary and performance-based incentives.
  2. - Opportunities for professional growth and career advancement.
  3. - Comprehensive benefits package, including health insurance and retirement plans.
  4. - Access to ongoing training and development resources.
  5. - Dynamic and inclusive work environment with a focus on innovation. If you are enthusiastic about contributing to the success of a cutting-edge software company that empowers CPAs and accounting professionals, we encourage you to apply for the position of Sales Coordinator.
  6. Join us in revolutionizing the way compliance work is done in the accounting industry.