Business Development & Client Success Lead

Company Description

Transcend Solutions is a finance and accounting firm providing bookkeeping, controllership, and fractional CFO services for growing small and mid-sized businesses. We specialize in helping businesses manage increased financial complexity by building robust financial infrastructure, improving reporting accuracy, and enabling better decision‑making. Our integrated services include internal controls, process enhancement, cash flow management, and strategic finance guidance. With a focus on structure, transparency, and collaboration, we support companies across Canada to achieve long‑term financial stability and success.

About the Role

This role is responsible for managing the full client acquisition process from initial outreach through onboarding and internal handoff.

You will oversee:

• Outbound prospecting
• Inbound lead management
• Discovery calls
• Pr...