Sales & Admin Specialist: Client & Referral Support

Eventum Optimum Pty Ltd; Gold Coast City; On-site; AUD 50,000 - 66,000; Full time

Job summary

Eventum Optimum Pty Ltd on the Gold Coast is seeking an organised, confident communicator to support our sales pipeline and keep the business running smoothly behind the scenes. Based onsite at our Robina office, you will work with clients, accountants and key stakeholders to manage enquiries and administration.

You will qualify leads, book discovery calls, maintain the CRM, and support relationships with referral partners to ensure timely follow-up and smooth handoffs between teams.

Qualifications

• 2+ years in a sales support, client service or administration role, ideally in accounting, finance, legal or professional services.
• Clear, confident phone manner and strong written communication.
• Solid Microsoft 365 skills and experience with a CRM or practice management system.
• Discretion with confidential and sensitive client information.

Responsibilities

• Respond promptly to inbound enquiries by phone, email and web form, and qualify leads against our service areas.
• Book discovery calls and consultations for the Director and Business Development Manager.
• Maintain the lead register and CRM, and follow up leads until they convert or close out.
• Support relationships with referral partners, particularly accountants and bookkeepers, including regular check-ins and updates.
• Onboard new clients: collect documents, ID and authorities, and set up files.
• Track key deadlines, including ATO payment arrangements, lodgements and statutory notices, and flag risks early.
• Chase outstanding information from clients, and escalated non-responsive clients where needed.
• Coordinate with Naked Accounting and We Love Bookkeeping so work passes between teams without gaps.
• Maintain templates, checklists and internal procedures.

Skills

Sales support

Client service

Administration

Microsoft 365

CRM experience

Communication

Discretion with confidential data

Xero (desirable)

Tools

CRM system

Practice management system

Xero

Job description

Eventum Optimum Pty Ltd on the Gold Coast is seeking an organised, confident communicator to support our sales pipeline and keep the business running smoothly behind the scenes. Based onsite at our Robina office, you will work with clients, accountants and key stakeholders to manage enquiries and administration.

You will qualify leads, book discovery calls, maintain the CRM, and support relationships with referral partners to ensure timely follow-up and smooth handoffs between teams.