Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Advisor

Toptal

Toptal is a global network of top talent in business, design, and technology that enables companies to scale their teams, on-demand. With $200+ million in annual revenue and team members based around the globe , Toptal is the world’s largest fully remote workforce.

We take the best elements of virtual teams and combine them with a support structure that encourages innovation, social interaction, and fun. We see no borders, move at a fast pace, and are never afraid to break the mold.

Job Summary

Our Client Advisors turn inbound interest from small- and medium-sized businesses into Toptal clients. You will be the first conversation a prospective client has with Toptal. You will respond to immediate-assistance requests within five minutes, quickly understand the business problem behind the request, connect necessary Toptal specialists, and help guide the client forward through the sales process.

You will need to do a great deal in a short conversation: establish trust, diagnose the need, recognize relevant opportunities, explain Toptal’s value proposition, address concerns, and convert the business to sale. This is a high energy, consultative sales role at inbound velocity where excellence will mean running a high volume of first conversations, asking better questions than the client expected, and constantly building momentum along the right Toptal offering path.

You will need to bring clarity and articulate value across Toptal’s full portfolio: specialized talent, global hiring and payroll through HireGlobal, and our AI-driven, platform-powered, outcome-focused services offerings.

Your ownership continues after the first call. You will represent the client through technical stages, keep them engaged between conversations, and resolve issues that slow a decision. You will manage those active opportunities alongside new incoming inquiries, knowing when to bring in specialists for deeper expertise.

Our ideal candidate is ambitious, competitive, driven by client service, and pairs that drive with genuine curiosity about how businesses work. If you want to build real consultative selling skills in a fast-paced environment and be compensated for it, this is the team you want to be part of.

This is a remote position. We do not offer visa sponsorship or assistance. Resumes and communication must be submitted in English.

Responsibilities

The following information is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all duties, responsibilities, or required skills.

  • Discovery and Diagnosis: You will run high energy, open-ended discovery on every inbound conversation. You will quickly establish rapport, understand what prompted the client to reach out, and uncover the business objective behind the stated request. You will use this to build the necessary sales momentum to keep clients engaged, earning the right to recommend before you recommend.
  • Qualify, Manage, and Win the Opportunity: You will quickly identify what is driving the need, whether there is a real opportunity, identify the metrics that matter most to the client, and who is involved in the decision. You will explain why the relevant Toptal offering fits, address the client’s concerns, and ask for commitment. You will manage deal cycles from discovery through close and maintain accurate pipeline and forecast data in our CRM.
  • Own progress after the call: You will give any necessary specialists a clear account of the client’s needs and prepare them for subsequent conversations, stay close as technical questions are resolved, and keep the client engaged through the next decision. Maintain clear next steps, timing, and blockers for each active opportunity while responding to new inbound requests.
  • Portfolio Selling: Clients rarely arrive with their full set of needs articulated. You will be responsible for understanding the client’s broader growth plans, including global hiring, EOR and payroll needs, marketing and sales growth, financial, and technology challenges, and for positioning Toptal as a strategic partner rather than a single-transaction vendor.
  • Client Experience: Clients are at the heart of everything we do. You will execute a client-centric approach across every interaction during pre-defined working hours, running rapid research on clients before outreach, asking focused questions to fill the gaps, and staying current on industry trends and the competitive landscape so that you bring a point of view to the conversation.
  • Collaboration: You will work with your team and with cross-functional partners, including matching, delivery, HireGlobal, and Toptal’s service offerings experts, to respond promptly to high-volume inbound inquiries and to bring the right expertise into a deal at the right moment. Communicating clearly over Zoom and Slack is critical.
  • Growth and Development: Our SMB team improves individually and as a team. You will review your own calls, seek and act on feedback, and contribute what you learn back to the team.

Required Qualifications

  • 2–3 years of B2B sales experience (Account Executive, Inside Sales, Sales Development, Account Representative, or a related role).
  • Demonstrated experience converting inbound opportunities into paying customers at scale, owning the sale from first call to close.
  • Experience coordinating parallel sales opportunities, and maintaining sales momentum while other teams complete necessary work.
  • Outstanding written and verbal communication skills.
  • Full availability during your working hours to take client calls.
  • Ability to work and thrive in a fast-paced, rapidly growing company, managing a high volume of clients alongside competing deadlines.
  • Exceptional time management is key to success in this role.

Preferred Qualifications

  • Software, tech, or professional-services sales experience.
  • Exposure to a named sales methodology — MEDDPICC, Challenger, SPIN, Sandler, or similar.
  • Experience selling more than one product or service line into the same account.
  • Familiarity with global hiring, EOR, or payroll concepts.
  • Fluency with modern sales tooling, including AI-assisted research, call review, and CRM workflows.

Core Competencies

  • Consultative discovery. You ask open-ended questions, listen for what is not being said, and diagnose before you prescribe. You are comfortable sitting in a question rather than rushing to a pitch.
  • Qualification discipline. You know the difference between interest and intent. You can articulate why a deal will close, who will sign, and what happens if the client does nothing.
  • Business acumen. You can hold a credible conversation with a founder or business owner about growth, hiring, cost, and risk — and connect what you sell to what they are trying to achieve.
  • Point of view. You bring insight to the conversation. You are willing to respectfully reframe a client’s thinking when their stated request isn’t the best path to their goal.
  • Client-centricity. You uncover and resolve client issues through value-based selling, and you are direct about fit when Toptal isn’t the right answer.
  • Will to win. You are naturally competitive and looking to exceed quota, not just meet it. We provide a base salary plus uncapped commission, and we want our Client Advisors to make the most of it.
  • Learn-it-all mindset. You constantly seek feedback from peers and leaders, review your own calls, and share what you learn with the team.
  • Ownership. You operate as a self-directed individual contributor who takes full accountability for your pipeline and your results, while collaborating effectively with the cross-functional partners who help you win.
#J-18808-Ljbffr
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Client Advisor in Ottawa, ON vacancy
  •  ...Job Description **This is an opportunity for candidates to express their interest in part time and full time, current and future Client Advisor positions across our Ottawa Communities.  Includes locations such as; Ottawa Central, Ottawa East, Orleans, South Keys, etc.... 
    Suggested
    Full time
    Part time
    Flexible hours

    Royal Bank of Canada

    Ottawa, ON
    more than 2 months ago
  • $10k per year

     ...reside in Canada; local travel required) About Capital Markets Advisors (CMA) Capital Markets Advisors (CMA) is a boutique executive...  ...not only meet technical requirements but who also align with our clients’ strategic vision and growth objectives. Our recruiting services... 
    Suggested
    Long term contract
    Full time
    Local area
    Remote work
    Flexible hours

    Capital Markets Advisors LLC

    Ottawa, ON
    15 hours ago
  • Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance-based advancement...
    Suggested
    Remote work
    Work from home

    AO Globe Life

    Ottawa, ON
    15 hours ago
  • Work from home. Work warm leads with families. Learn a system. Build a book. That is the job in one line. Included Web-conference meetings from home Full-time or part-time options No cold calling Written training plus live coaching Advancement for people ...
    Suggested
    Full time
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Ottawa, ON
    15 hours ago
  •  ...Desjardins is seeking a client financial services agent to support advisors and provide personalized service to members and clients in Canada. You will help clients with investments, financing and protection, building strong relationships and ensuring service quality in line... 
    Suggested

    Desjardins

    Ottawa, ON
    15 hours ago
  •  ...Deliver personalized financial planning remotely as a Financial Advisor, using client relationships and investment advice to support education members. Travel within your assigned area for client meetings, workshops, and conferences. Educators Financial Group is seeking a... 
    Long term contract
    Remote work

    Educators Financial Group

    Ottawa, ON
    15 hours ago
  •  ...Scotiabank in Ottawa is seeking a Customer Care Advisor - Investments to be the voice for clients across Canada, delivering service and guidance on investment and banking inquiries. You will build relationships, provide solutions aligned with financial goals, and assist clients... 
    Shift work

    Scotiabank

    Ottawa, ON
    15 hours ago
  •  ...Home-based client role for people who want a flexible schedule and a scoreboard. You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic. Why people stay #1. Control of the calendar. Full-time or... 
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Ottawa, ON
    15 hours ago
  •  ...Work from home as a Client Enrollment Advisor, using warm-lead conversations and plain-language explanations. Choose full-time or part-time work with web-conference meetings. This Client Enrollment Advisor position centers on working warm leads with families. You will learn... 
    Full time
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Ottawa, ON
    15 hours ago
  • $50k - $70k per year

     ...work. Treated with respect and act with integrity by putting clients, colleagues, and community first. Recognized for their achievements...  ...and change the way people feel about insurance. CLIENT ADVISOR, PERSONAL INSURANCE The Client Advisor, Personal Insurance, is... 
    Permanent employment
    Full time
    Work at office
    Flexible hours

    Acera Insurance Services Ltd.

    Ottawa, ON
    15 hours ago
  •  ...Remote Client Benefits Advisors lead web-based presentations and client conversations while managing warm leads from a home-based setting. This home-based client role suits people seeking flexible full-time or part-time scheduling. You will run video meetings, follow a supplied... 
    Full time
    Part time
    Remote work
    Work from home
    Flexible hours

    AO Garcia Agency

    Ottawa, ON
    15 hours ago
  •  ...experienced professionals who are committed to your success through coaching, mentorship, and collaboration. Meaningful Work Help clients understand and access valuable benefits while providing exceptional customer service and support. What We're Looking For... 
    Long term contract
    Remote work
    Work from home
    Flexible hours

    AO Globe Life

    Ottawa, ON
    15 hours ago
  •  ...helping families protect income and futures. Top performers will have access to a leadership track as you learn quickly, follow up diligently, and maintain a professional video presence with clients. Training is provided before performance expectations begin. #J-18808-Ljbffr
    Work at office
    Remote work

    AO Globe Life

    Ottawa, ON
    15 hours ago
  • Become a Client Advisor with Acera Insurance and utilize your expertise in personal insurance. This rewarding full-time position focuses on client service and business growth. As a Client Advisor at Acera Insurance, you will manage personal insurance client needs and work on... 
    Full time
    Work at office

    Acera Insurance Services Ltd.

    Ottawa, ON
    15 hours ago
  •  ...Scotiabank’s Scotia iTRADE Contact Centre in Ottawa seeks an Investment Representative to serve clients on inbound and outbound calls, promoting iTRADE products and providing knowledgeable guidance. The role emphasizes personalized service, adherence to policies, and active... 
    Shift work
    Afternoon shift

    Scotiabank

    Ottawa, ON
    1 hour ago
  •  ...ServiceNow Advisor - Government of Canada Client 2 days ago Be among the first 25 applicants Direct message the job poster from Robertson & Company Ltd. This on-site opportunity is for two resources to lead and coordinate the planning, adoption, and phased implementation... 
    Contract work

    Robertson & Company Ltd.

    Ottawa, ON
    15 hours ago
  •  ...Remote Client Advisors convert inbound business interest through consultative discovery, rapid response, and high-volume sales conversations for Toptal. This Client Advisor position serves small and medium-sized businesses seeking Toptal solutions. You will diagnose business... 
    Internship
    Immediate start
    Remote work

    Toptal

    Ottawa, ON
    15 hours ago
  • $75k - $95k per year

    A recruitment agency is seeking a Commercial Underwriter for a remote role based in Québec. This full-time position offers a salary of $75,000 to $95,000, plus benefits including a comprehensive group insurance program and retirement plan access. The ideal candidate should have...
    Full time
    Remote work

    Recruit Action inc.

    Ottawa, ON
    15 hours ago
  •  ...Canaccord Genuity Corp. in Ottawa is seeking an organized Investment Advisor Assistant to support The Lonsdale Financial Group in an in-office capacity. The role emphasizes client relationships, transaction processing, KYC updates, and general admin support for a growing wealth... 
    Work at office

    Canaccord Genuity Corp.

    Ottawa, ON
    15 hours ago
  •  ...CIBC Vancouver is seeking a Mobile Mortgage Advisor to help clients achieve homeownership with personalized mortgage advice and products. You’ll meet clients where it’s convenient, with a remote-first approach and occasional on-site visits. Your work arrangement will be discussed... 
    Local area
    Remote work

    CIBC

    Ottawa, ON
    15 hours ago
  •  ...Loro Piana in Mississauga is seeking a Client Advisor to drive sales growth and deliver exceptional service to our clients. You will leverage passion for luxury products, build lasting relationships, and curate elevated shopping experiences that align with our brand standards... 
    Work at office

    LVMH

    Ottawa, ON
    15 hours ago
  •  ...Toptal is seeking Client Advisors to convert inbound interest from SMBs into Toptal clients. You will be the first conversation a prospective client has with Toptal and respond to requests within minutes, diagnosing needs and connecting the right specialists. This high-... 
    Remote work

    Toptal

    Ottawa, ON
    15 hours ago
  •  ...CIBC is seeking a Mobile Mortgage Advisor to leverage mortgage experience and client relationships to help clients own their homes. The role offers the flexibility to work remotely with on-site visits as needed and includes an incentive-based compensation plan, banking benefits... 
    Remote work
    Flexible hours

    CIBC

    Ottawa, ON
    15 hours ago
  • Private Client Advisor / Wealth Advisor / Investment Specialist Location: Calgary - REMOTE Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth) Industry: Financial Services / Wealth Management Company Overview... 
    Full time
    Immediate start
    Remote work

    TalentSphere Staffing Solutions

    Ottawa, ON
    15 hours ago
  •  ...Fidelity Canada is seeking a Wealth Advisor to support clients remotely across Canada. You will advise on portfolios, prepare client plans, and partner with internal teams to execute client strategies. A focus on onboarding, relationship-building, and proactive education is... 
    Remote work

    Fidelity International

    Ottawa, ON
    15 hours ago
  •  ...RBC seeks Client Advisor talent in Ottawa to support both part-time and full-time roles. You will engage clients, demonstrate digital banking usage, and guide customers through transactions while building trusted relationships across Personal & Commercial Banking. Fluency in... 
    Full time
    Part time

    RBC

    Ottawa, ON
    15 hours ago
  •  ...Aon Captive & Insurance Management (ACIM) seeks a Captive Client Leader to strengthen client outcomes by delivering high-quality service, strategic insight, and access to cross-functional expertise across the business. You will oversee relationships with captive clients and... 
    Remote work
    Shift work

    Aon plc

    Ottawa, ON
    15 hours ago
  • A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada. This remote role offers warm leads and emphasizes sales without portfolio management. Ideal candidates should have at least 5 years in high-net-worth client... 
    Remote work

    Capital Markets Advisors LLC

    Ottawa, ON
    15 hours ago
  •  ...Scotiabank in Ottawa is seeking a Senior Financial Advisor to join our customer‑centric Canadian Banking Branch network. You will help clients build comprehensive financial plans and deliver expert guidance across day‑to‑day banking, investments and borrowing solutions. You... 

    Scotiabank

    Ottawa, ON
    15 hours ago
  •  ...Toptal is a global network of top talent in business, design, and technology operating a fully remote workforce. We are seeking a Client Advisor to turn inbound interest from SMBs into Toptal clients and guide them through the sales process. You will manage from first call... 
    Remote work

    Toptal

    Ottawa, ON
    15 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Advisor. Be the first to apply!