Sales Administrator – MSP, Xero, Halo PSA, ConnectWise Manage

This is a fully remote position, open to applicants in Sri Lanka.

📋 Description

• Assist Account Managers throughout the entire sales process

• Prepare, assess, and distribute customer quotations and proposals

• Develop and manage opportunities within CRM and PSA systems

• Ensure customer records, contracts, and sales documents are accurate and current

• Track sales opportunities and follow up on pending quotations and customer inquiries

• Provide support for contract renewals and ongoing service agreements

• Create and process purchase orders

• Gather supplier pricing, product details, and licensing information

• Coordinate the ordering of hardware, software, and licenses

• Collaborate with distributors and vendors to acquire order updates and resolve issues

• Monitor procurement activities until completion

• Maintain records in Halo PSA, ConnectWise Manage, or similar platforms

• Update opportunities, projects, contracts, subscriptions, and customer data

• Produce reports on sales activity, renewals, and pipeline performance

• Identify opportunities for process and workflow enhancements

• Generate customer invoices using Xero

• Verify billing information and reconcile supplier invoices against purchase orders and customer sales orders

• Assist with recurring billing and subscription renewals

• Provide billing-related administrative support to Sales and Finance teams

• Serve as a primary contact for customer inquiries regarding quotes, orders, renewals, and procurement

• Deliver timely updates to customers and internal stakeholders

• Facilitate communication among customers, vendors, Account Managers, Finance, and service delivery teams

• Help foster a positive customer experience

⛳️ Requirements

• A minimum of 2 years of experience in Sales Administration, Sales Support, Sales Operations, or a related field

• Previous experience in an MSP, IT services, telecommunications, or technology sector

• Solid understanding of sales administration and operational workflows

• Experience in supporting Account Managers, Business Development Managers, or customer-facing sales teams

• Familiarity with recurring revenue models and managed services agreements

• Practical experience with Halo PSA, ConnectWise Manage, and Xero

• Experience in maintaining CRM systems, sales pipelines, contracts, customer records, and subscriptions

• Knowledge of Salesforce or HubSpot is a plus

• Understanding of Microsoft licensing, cloud solutions, and IT hardware or software procurement is preferred

• Excellent organizational and time-management abilities

• Outstanding written and verbal communication skills

• Keen attention to detail and accuracy

• Strong customer service and stakeholder management capabilities

• Ability to juggle multiple priorities and coordinate activities across various teams

• A proactive and process-oriented approach to sales administration

🏝️ Benefits

• Compensation in Australian Dollars

• Medical insurance from day one for you and your spouse (or parents if unmarried)

• Generous OPD coverage for doctor visits and all medical needs

• Home office setup allowance

• Internet allowance

• Gym and wellness allowance

• Regular team events and engagement activities

• Diji Assist mental health and counseling support

• Reimbursement for industry certifications

• Open-door culture where ideas and feedback are valued

• Flexible work arrangements—home or office

• Rewards and recognition programs

• Christmas and financial year-end celebrations