Core Responsibilities
Client Communication & Coordination
- Liaise with clients to provide project updates, quotations, and schedule appointments.
- Respond to basic enquiries and escalate technical questions to the survey team.
Quotation & Invoicing Support
- Prepare, send, and follow up on quotations and invoices.
- Assist with tender submissions and document formatting, if required.
Payment Follow-up
- Track payment statuses and follow up with clients on outstanding invoices.
- Maintain accurate records of payment collection timelines.
Sales & Quota Support
- Support the team in achieving monthly or quarterly sales targets.
- Monitor job conversion rates and client engagement metrics.
Database & CRM Management
- Update client information, job progress, and status in CRM systems or Excel trackers.
- Assist in generating monthly sales and project reports.
Administrative Tasks
- Perform filing, data entry, and ensure timely delivery of documents such as survey reports.
- Schedule appointments, meetings, and site visits for the sales and survey teams.
Key Skills Required
- Strong communication and interpersonal skills
- Basic knowledge of invoicing and billing procedures
- Highly organized and detail-oriented
- Comfortable working with sales targets and KPIs
- Proficient in Microsoft Office (Excel, Word) and Google Sheets
- (Bonus) Familiarity with AutoCAD or surveying terminology
Other Useful Qualities
- Proactive in following up with clients and internal teams
- Ability to multitask and work well under pressure
- Collaborative mindset to work effectively with field staff (surveyors)
- Fluent in English and relevant local languages for client communication
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