Sales Admin EA Technical - AU Morning WFH

• Scheduling and organizing the weekly EOS meetings (L10s Same Pages Quarterly Conversations Annual Reviews Quarterly and Annual Facilitated Sessions SoCs)
  
• Preparing and distributing agendas and meeting materials (VTOs etc.)
  
• Following up on action items and ensuring they are completed.
  

• Assisting with the creation of presentations.
  
• Conducting research as directed and assisting in preparing strategic updates.
  

• Scheduling networking events and meetings.
  
• Managing your calendar and appointments.
  
• Conducting preliminary research on potential business opportunities.
  
• Drafting and sending followup emails.
  

• Scheduling and coordinating meetings with key clients.
  
• Preparing agendas and taking minutes during client meetings.
  
• Tracking and following up on action items.
  
• Managing client communications and ensuring timely responses.
  
• Engaging clients for verbal and written feedback surveys etc.
  

• Managing and prioritizing my email inbox.
  
• Managing my calendar and appointments.
  
• Drafting and sending emails on your behalf while I am on the go.
  
• Handling routine communications with staff and clients.
  

• Organizing and managing documentation for current and new service offerings.
  
• Assisting with research on new technologies and services.
  
• Coordinating with the technical team to gather information and updates.
  
• Engaging and coordinating with vendors (meetings consolidating news etc.).
  

• Coordinating logistics for events and functions.
  
• Preparing presentation materials and rehearsals.
  
• Managing invitations RSVPs and attendee communications.
  

• Scheduling and organizing Evolve meetings (including travel and accommodation).
  
• Preparing and distributing Evolve meeting materials.
  
• Recording Evolve minutes and tracking action items.
  
• Ensuring followup on Evolve directives and decisions.
  

• Gathering and organizing necessary information for proposals and quotes.
  
• Drafting and formatting sales proposals and quotes based on provided templates and guidelines.
  
• Conducting preliminary pricing research and compiling cost estimates.
  
• Coordinating with the sales and technical teams to ensure accuracy and completeness of proposals.
  
• Reviewing and proofreading proposals and quotes for errors or inconsistencies.
  
• Managing version control and maintaining an organized repository of all proposals and quotes.
  
• Sending finalized proposals and quotes to clients and tracking responses.
  
• Following up with clients on submitted proposals and quotes.
  
• Updating CRM systems with proposal and quote details.
  

• Travel Arrangements: Booking flights accommodations and transportation.
  
• Administrative Tasks: Managing expenses invoicing and other administrative duties.
  
• Personal Tasks: Handling personal appointments and tasks to free up more of your professional time.
  

Requirements

• Experience with Quoting Tools and CRM Systems: Familiarity with tools like Autotask or similar platforms for managing sales activities.
  
• Knowledge of Computer Hardware: Understanding of specifications and configurations for laptops desktops (Microsoft Dell HP) and servers (HPE Dell).
  
• Basic Understanding of Networking Technologies: Knowledge of Ubiquiti networks and basic networking concepts to accurately quote networking solutions.
  
• M365 Cloud Migrations: Familiarity with Microsoft 365 services and migration processes to help in preparing accurate proposals.
  
• Data Entry and Management: Ability to accurately enter and manage sales data ensuring all quotes and proposals are uptodate.
  
• Technical Documentation: Skills in creating detailed and clear technical documentation for quotes and proposals.
  
• Pricing and Licensing Models: Understanding of various pricing and licensing models for hardware and software solutions.
  
• Analytical Skills: Ability to analyse customer needs and translate them into technical requirements for quotes and proposals.
  
• Basic IT Security Knowledge: Awareness of IT security practices to include necessary security solutions in proposals.
  
• Proficiency in Microsoft Office Suite: Strong skills in Word Excel and PowerPoint for creating and managing quotes and proposals.