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