This role provides hands-on exposure to how sales-driven businesses operate, with a front-row view of revenue-related functions such as sales operations, customer management, pipeline processes, pricing, and go-to-market execution. Through client projects, you will also gain contextual exposure to adjacent functions (operations, finance, and marketing) as they relate to revenue performance and growth.
This position is ideal for someone interested in consulting, sales operations, and business process improvement who enjoys working behind the scenes to support high-quality client delivery. This is a hybrid role based in the Greater Toronto Area (GTA).
Report Writing & Documentation
- Draft business reports, summaries, and analytical write-ups to support strategic initiatives.
- Prepare presentation materials, briefing notes, and discussion documents for meetings.
- Organize information into clear formats such as summaries, tables, charts, or narrative explanations.
- Help maintain internal documentation, including process notes, project updates, and research archives.
- Conduct qualitative and quantitative research on industry trends, competitors, and market opportunities.
- Summarize research findings into clear, well-structured reports and briefs for internal and client use.
- Assist in gathering business information through interviews, document reviews, and secondary research.
- Identify key insights from data or research and translate them into actionable recommendations.
- Assist with project planning activities, including preparing agendas, notes, and follow-up documentation.
- Track progress on ongoing initiatives and help prepare status updates.
- Support coordination between team members by gathering information and organizing project materials.
- Contribute to project reports, timelines, and overall documentation.
- Support cross-functional team discussions to understand current workflows and challenges.
- Document existing processes and help outline opportunities for refinement or clarification.
- Participate in brainstorming sessions and help capture recommendations and follow-up actions.
- Prepare process summaries and improvement suggestions for management review.
- Communicate with team members to gather required information for reports and research tasks.
- Maintain a professional and responsive communication style when liaising with clients and internal team members.
- Collaborate with different departments to compile insights and validate findings.
- Participate in team meetings and contribute ideas and observations.
- Demonstrate comfort working with AI-powered tools and platforms, including the ability to read and navigate technical documentation, follow system integration guides, and write effective prompts to get results from AI systems.
- Support the use and administration of CRM platforms (such as HubSpot or similar tools) by maintaining data accuracy, logging activities, and helping generate pipeline or performance reports.
- Assist in extracting and interpreting CRM data to support sales tracking, client segmentation, and revenue forecasting activities.
- Support the evaluation or documentation of technology tools used by clients, including identifying gaps, mapping current-state usage, and summarizing recommendations.
- Basic familiarity with website management platforms is considered an asset; the ability to support content updates and minor page edits is a bonus.
- Show a proactive willingness to self-learn through technical documentation, instructional videos, and system resources to troubleshoot, configure, and contribute to AI and technology initiatives.
- Demonstrate the ability to properly document CRM implementations (such as HubSpot) and system changes, including maintaining clear records for visibility, progress reporting, and final handoff documentation.
- Experience supporting AI-powered tool development is considered an asset; any familiarity with coding or scripting, at any level, is a bonus but not required.
- Candidates must be willing to sign a Non-Disclosure Agreement (NDA) prior to commencing employment.
- Reference and background checks may be required as part of the hiring process.
Skills Required
- Comfort working with AI-powered tools and platforms, including reading technical documentation and writing effective prompts
- Experience using CRM platforms (such as HubSpot) to maintain data accuracy, log activities, and generate pipeline or performance reports
- Ability to extract and interpret CRM data to support sales tracking, client segmentation, and revenue forecasting
- Ability to document CRM implementations and system changes (e.g., HubSpot) with clear records for visibility and handoff
- Report writing, presentation preparation, and documentation skills to produce client-ready materials
- Qualitative and quantitative research and analysis skills to summarize findings and identify actionable recommendations
- Professional communication and collaboration skills for client and internal stakeholder engagement
- Willingness to sign a Non-Disclosure Agreement (NDA) prior to employment
- Reference and background checks may be required as part of hiring
- Basic familiarity with website management platforms for content updates and minor page edits
- Experience supporting AI-powered tool development
- Any familiarity with coding or scripting
- Proactive willingness to self-learn through technical documentation and instructional resources
What We Do
Change Connect Inc. is a Canadian boutique management consulting firm. Our motto - To be an effective catalyst for change. WHO WE ARE We’re in the business of big change and big ideas. We’re the team with the know-how, experience, and commitment, to take your business further strategically, culturally, and technologically. Our methodology is tried-and-true, our experience rich and deep, and our capabilities range far and wide across various industries and business functions. We understand small and mid-sized businesses because we’re one too, which makes our practice unique in knowing what you need and providing you just that. WHAT WE DO We offer customized solutions for small to mid-sized businesses with a focus on Sales Transformation to help them work more efficiently and effectively. We help businesses reconfigure their sales compensation structures to align with company objectives, implement a sales training program, revamp the sales hiring process, and provide scalable change management for specific sales needs. We understand that no two businesses are alike and we believe that their solutions shouldn’t be either. HOW WE DO IT Collaborate. Challenge. Celebrate. We guide our clients through every phase and we take pride and joy in the entire process. We may not agree with you every step of the way, but through collaboration and challenge, we will find the best solution for your company and celebrate your success together. CHANGE CONNECT AND YOU Whatever stage your business is at, whether you’re a start-up looking to expand or an established company looking to move from a plateau to record growth, Change Connect is your partner in transformation. It would be our pleasure to help your business take its next step forward. TOGETHER - WE MAKE SALES SCALABLE
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