Role Overview:

Each Client Sales Support Specialist will take ownership of customer service coordination, quoting support, CRM maintenance, calendar management, and weekly sales reporting, ensuring the Sales Representatives can focus more time in front of customers. This is a proactive follow-up role rather than a passive data entry position, so we are looking for strong initiative, communication skills, and accuracy.

Schedule:

• Mondays to Fridays, 8:00 am to 4:00 pm (Australian Eastern Time), with a 30-minute unpaid break (37.5 hours per week)

Key Responsibilities:

• Monitor incoming emails, prioritise, and action appropriately within 1 business day
• Maintain accurate CRM data entry and client records
• Prepare tenders and quotes with close attention to detail and accuracy
• Take ownership of quote submissions as directed by the CSR, including gathering additional information and escalating where required
• Monitor tender requests and ensure urgent items are actioned promptly
• Follow up on quote submissions and ensure consistent client communication and reminders to CSRs
• Communicate quote approvals promptly and ensure timely actioning by CSRs
• Manage CSR calendars, including scheduling, reminders, and coordination with clients
• Prepare and minute sales meetings, assign tasks, and follow up on actions
• Maintain clear communication with CSRs and internal stakeholders across platforms
• Escalate enquiries confidently and without delay where required
• Provide administrative support using Microsoft 365 and approved AI tools (in line with company AI governance policy)
• Prepare reporting data for CSRs and Executive leadership as required
• Take accurate notes from CSR updates and maintain proper documentation
• Support onboarding, training, and ad hoc tasks as required by the team
• Build and maintain strong working relationships with CSRs and clients
• Track tender status and team movements throughout the day to ensure alignment

Phones & Client Interaction:

• Answer incoming calls professionally and confidently
• Triage and direct calls to the correct team member
• Take accurate messages and ensure proper follow-through
• Escalate or resolve client concerns promptly

Must-Have

• Excellent written and spoken English
• Strong attention to detail and follow-up discipline
• Confident, professional phone and email manner
• Proficiency in Microsoft Outlook, Teams, Word, and Excel
• Experience with quoting or tender administration

Highly-Regarded:

• CRM and ERP experience (Odoo preferred but not required)
• SimPRO experience (preferred but not required)
• B2B customer service background, ideally in healthcare, technical equipment, or service industries

Performance Indicators:

• All emails are actioned within 1 business day
• Accurate and timely quoting and tender submissions
• Clear, consistent communication across all stakeholders
• Proactive, solutions-focused handling of client enquiries

Culture & Behaviour

• Maintain a positive, proactive attitude within the sales team
• Demonstrate professionalism in all interactions
• Participate in team meetings and collaboration sessions as required
• Take responsibility, show initiative, and continuously look for ways to improve processes.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health insurance coverage for eligible locations

Note:

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.