CRM & Client Follow-Up Coordinator – Drilling Services (Remote / Flexible)

Legion Drilling; Brisbane; Hybrid; AUD 75,000 - 90,000; Full time

Benefits offered by this job

Remote work available

Part-time pro-rata considered

Quarterly bonus

Job summary

Legion Drilling seeks a CRM & Client Follow-Up Coordinator to own the CRM and client follow-up workflow across Australia. You will manage quotes, post-project checks, and ensure every interaction is logged to provide a clear view of wins, losses and next steps.

The role supports a flexible, remote-friendly setup with strong focus on data accuracy. You’ll work with a team across Sydney and Brisbane, engage professional clients by phone and email, and collaborate with estimators and operations to

Qualifications

• Experience with a CRM (Pipedrive ideal; Salesforce or HubSpot acceptable) in sales support or account coordination.
• Excellent phone communication with professional clients and clear email writing.
• Able to work remotely with strong self-organisation and discipline.

Responsibilities

• Own the CRM and client follow-up process from quote to project completion.
• Follow up quotes by phone and email on the scheduled cadence.
• Check client satisfaction after projects and capture feedback in the CRM.
• Maintain accurate records, log outcomes, and track reasons for lost deals.
• Report weekly on pipeline value, conversion, and follow-up times.
• Identify repeat clients and tender opportunities for the business development team.
• Collaborate with estimators and operations to ensure timely quotes and handovers.

Skills

CRM experience

Sales support

Account coordination

Inside sales

Remote work

Tools

Pipedrive

Salesforce

HubSpot

Job description

CRM & Client Follow-Up Coordinator – Drilling Services (Remote / Flexible)

Remote, Anywhere in Australia | Sydney & Brisbane Team

Full-time. We'll also consider part-time (pro-rata) for the right person.

About Legion Drilling
Legion Drilling is a specialist drilling contractor. We support geotechnical, environmental, hydrogeological and remediation investigations across Queensland, New South Wales and beyond. Our fleet includes sonic, Geoprobe, CPT and direct-sensing (MiHPT/UVOST) rigs, along with large geotechnical rigs. Our clients are mostly consultants and engineers who need reliable data from the ground.

We quote a lot of work. What we need now is someone who makes sure every quote is followed up, every finished job is checked in on with the client, every client conversation is recorded, and nothing slips through the cracks.

The role
This role sits at the centre of our sales process. You'll own our CRM (Pipedrive) and our client follow-up process from start to finish, from the day a quote goes out to the client check-in after the job is complete. Your job is to keep every deal moving, keep every record accurate, and give the team a clear view of what's being won, what's being lost, and why.

What you'll do

Follow up on quotes by phone and email using our set schedule (3 days, 2 weeks, 4 weeks, then long-term). You'll be checking on progress, answering questions and finding out where the client's decision is up to.

Contact clients after each project is finished. You'll check they were happy with the crew, the rig and the results, collect their feedback, and ask about upcoming work. You'll then pass any issues to operations and record the outcome in Pipedrive.

Keep Pipedrive accurate and up to date. That means moving deals between stages, logging call outcomes, closing out finished activities and recording a reason for every lost deal.

Clear the current backlog of overdue follow-ups, and then keep it at zero.

Look after the contact database: fix bounced emails, update contacts who've left their company, merge duplicates and link people to the right organisations.

Work with our estimators and operations team so quotes go out on time and won work is handed over smoothly.

Report weekly on pipeline value, conversion rates, follow-up response times, client feedback and the reasons we lose work.

Spot repeat clients, upcoming projects and tender opportunities, and flag them to the business development team.

How we'll measure success

No overdue follow-up activities in the CRM

Every quote followed up within 3 business days of being sent

Every completed project followed up with the client within one week of the job finishing

A lost reason recorded on every closed deal

A measurable improvement in our quote-to-win rate and repeat business over time

About you

You're driven by numbers and get satisfaction from a clean pipeline and hitting your targets.

You have experience with a CRM (Pipedrive is ideal, but Salesforce or HubSpot is fine) in a sales support, account coordination or inside sales role.

You're confident on the phone with technical, professional clients and you write clear, concise emails.

You can manage yourself, stay organised and work well remotely without supervision.

Experience in the geotechnical, environmental, drilling, engineering consulting or civil sectors is highly regarded. You don't have to be technical, but you should be comfortable discussing things like borehole depths, rig types and project scopes.

What we offer

$75,000 – $90,000 + super, depending on experience

A quarterly performance bonus tied to follow-up and conversion results

Flexible hours, with remote work available for the right person (part-time pro-rata considered)

A role where your results directly shape the business

A supportive team in a niche, growing industry