About the Company
Bestax Accountants is a full-service accounting tax and business advisory firm serving clients across Canada and internationally. We support startups SMEs and growing businesses with accounting taxation compliance and advisory services. Our team works in a professional fast-paced environment focused on accuracy client service and long-term growth.
Job Description
We are looking for a proactive and organized Sales Assistant (Admin & Operations) to support our sales client coordination and day-to-day office operations. This role is ideal for someone who enjoys working across multiple functions supporting sales activities while ensuring smooth administrative and operational processes.
The position plays a key role in assisting management coordinating with clients and ensuring internal follow-ups are completed on time.
Key Responsibilities
Sales & Client Support
Assist the sales team with lead coordination and follow-ups
Respond to basic client inquiries and route them to the relevant team
Prepare and send proposals quotations and follow-up emails
Maintain and update leads and client records in CRM systems
Track sales activities follow-ups and deal progress
Administrative Duties
Handle day-to-day administrative tasks and office coordination
Manage emails calendars and meeting scheduling
Maintain client files documents and records in an organized manner
Assist in preparing engagement letters invoices and service documents
Coordinate onboarding documentation for new clients
Operations & Internal Coordination
Coordinate between sales accounting and management teams
Track task statuses and ensure timely follow-ups
Assist in preparing internal reports and summaries
Support process documentation and workflow improvements
Handle ad-hoc operational tasks assigned by management
Requirements
Requirements
Diploma or Bachelors degree in Business Administration Accounting or a related field
13 years of experience in sales support administration or operations (professional services experience preferred)
Strong organizational and multitasking skills
Good written and verbal communication skills
Proficiency in MS Excel Word and basic reporting
Experience with CRM systems (Zoho HubSpot or similar) is an advantage
Professional attitude with strong attention to detail
Ability to work independently and meet deadlines
Benefits
Benefits
Competitive salary based on experience
Exposure to accounting tax and professional services environment
Opportunity to learn sales operations and client management
Clear growth and career development opportunities
Supportive and professional work culture
Hands-on experience with modern tools and systems
Hands-on learning across accounting tax and compliance
Clear growth and career progression opportunities
Supportive and professional work environment
Training and skill development opportunities
Opportunity to work with modern systems and processes
Required Skills:
Diploma or Bachelors degree in Business Administration Accounting or a related field 13 years of experience in sales support administration or operations (professional services experience preferred) Strong organizational and multitasking skills Good written and verbal communication skills Proficiency in MS Excel Word and basic reporting Experience with CRM systems (Zoho HubSpot or similar) is an advantage Professional attitude with strong attention to detail Ability to work independently and meet deadlines
About the CompanyBestax Accountants is a full-service accounting tax and business advisory firm serving clients across Canada and internationally. We support startups SMEs and growing businesses with accounting taxation compliance and advisory services. Our team works in a professional fast-paced en...
About the Company
Bestax Accountants is a full-service accounting tax and business advisory firm serving clients across Canada and internationally. We support startups SMEs and growing businesses with accounting taxation compliance and advisory services. Our team works in a professional fast-paced environment focused on accuracy client service and long-term growth.
Job Description
We are looking for a proactive and organized Sales Assistant (Admin & Operations) to support our sales client coordination and day-to-day office operations. This role is ideal for someone who enjoys working across multiple functions supporting sales activities while ensuring smooth administrative and operational processes.
The position plays a key role in assisting management coordinating with clients and ensuring internal follow-ups are completed on time.
Key Responsibilities
Sales & Client Support
Assist the sales team with lead coordination and follow-ups
Respond to basic client inquiries and route them to the relevant team
Prepare and send proposals quotations and follow-up emails
Maintain and update leads and client records in CRM systems
Track sales activities follow-ups and deal progress
Administrative Duties
Handle day-to-day administrative tasks and office coordination
Manage emails calendars and meeting scheduling
Maintain client files documents and records in an organized manner
Assist in preparing engagement letters invoices and service documents
Coordinate onboarding documentation for new clients
Operations & Internal Coordination
Coordinate between sales accounting and management teams
Track task statuses and ensure timely follow-ups
Assist in preparing internal reports and summaries
Support process documentation and workflow improvements
Handle ad-hoc operational tasks assigned by management
Requirements
Requirements
Diploma or Bachelors degree in Business Administration Accounting or a related field
13 years of experience in sales support administration or operations (professional services experience preferred)
Strong organizational and multitasking skills
Good written and verbal communication skills
Proficiency in MS Excel Word and basic reporting
Experience with CRM systems (Zoho HubSpot or similar) is an advantage
Professional attitude with strong attention to detail
Ability to work independently and meet deadlines
Benefits
Benefits
Competitive salary based on experience
Exposure to accounting tax and professional services environment
Opportunity to learn sales operations and client management
Clear growth and career development opportunities
Supportive and professional work culture
Hands-on experience with modern tools and systems
Hands-on learning across accounting tax and compliance
Clear growth and career progression opportunities
Supportive and professional work environment
Training and skill development opportunities
Opportunity to work with modern systems and processes
Required Skills:
Diploma or Bachelors degree in Business Administration Accounting or a related field 13 years of experience in sales support administration or operations (professional services experience preferred) Strong organizational and multitasking skills Good written and verbal communication skills Proficiency in MS Excel Word and basic reporting Experience with CRM systems (Zoho HubSpot or similar) is an advantage Professional attitude with strong attention to detail Ability to work independently and meet deadlines
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