Sales and Business Administration Coordinator

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

📋 Description

• Prepare, review, modify, and issue customer quotations utilizing Kaseya Quote Manager.

• Assist with quote modifications, renewals, pricing inquiries, and related sales administration tasks.

• Collaborate with sales and technical teams to enhance quotation processes and address pricing or product-related issues.

• Communicate with vendors and distributors to gather precise pricing, licensing, and product data.

• Ensure accurate maintenance of customer contracts within Autotask and related business systems.

• Oversee the creation, modification, renewal, and lifecycle administration of contracts.

• Address customer account inquiries concerning contracts, licensing, billing management, and account records.

• Escalate technical issues while maintaining responsibility for communication and follow-up.

• Generate license and usage reports from vendor portals.

• Reconcile vendor SKUs and license quantities against Autotask contracts and internal records.

• Investigate discrepancies, identify root causes, and coordinate necessary corrections.

• Clean, validate, and prepare vendor report data for business systems and billing processes.

• Maintain accurate CRM records and customer information.

• Support customer segmentation, campaign management, and marketing reporting.

• Provide Level 1 and Level 2 administrative assistance for marketing initiatives.

• Aid in workflows and integrations across KQM, Autotask, and CRM platforms.

• Develop and maintain process documentation, workflow guides, and internal resources.

• Execute, validate, clean, and prepare reports from vendors and business applications.

• Conduct internal training sessions and share knowledge within the team.

• Research operational challenges and propose practical solutions.

• Identify recurring issues and suggest improvements to workflows, systems, and processes.

• Assist with approved workflow and integration enhancements.

• Provide broader business administration support, including service desk coordination, ticket management, or dispatch activities as necessary.

• Maintain precise records and ensure tasks achieve clear, documented outcomes.

⛳️ Requirements

• Strong background in sales support, business administration, operations coordination, contracts, or customer account management.

• Experience in supporting quotations, renewals, contracts, customer records, and commercial administration.

• Keen attention to detail when handling pricing, contracts, licensing, SKUs, reports, and customer information.

• Ability to manage competing priorities while ensuring accuracy and consistent follow-through.

• Intermediate experience with Kaseya Quote Manager (KQM).

• Intermediate to advanced proficiency with Autotask Contract Manager.

• Experience with CRM platforms and maintaining accurate customer data.

• Intermediate proficiency in Microsoft 365, including Excel, Outlook, Teams, SharePoint, Planner, OneNote, Loop, Copilot, and Clipchamp.

• Working knowledge of SoftwareOne, Rhipe, or similar Microsoft licensing portals.

• Familiarity with IT documentation and password management tools such as IT Glue or Keeper.

• Experience with vendor reporting tools and data reconciliation.

• Excellent written and verbal communication skills in English.

• Strong customer service capabilities.

• Commercial awareness and confidence in managing customer account, licensing, billing, and contract inquiries.

• Ability to appropriately escalate technical issues while maintaining ownership of customer communication and follow-up.

• Strong organizational and prioritization abilities.

• Proactive, self-motivated, and comfortable taking ownership of responsibilities.

• Strong analytical and problem-solving skills.

• Capability to document processes and conduct internal knowledge-sharing or training sessions.

• High security awareness when managing customer and business information.

• Positive learning attitude and willingness to develop new systems and process skills.

• Collaborative, dependable, and confident in raising concerns or identifying areas for improvement.

🏝️ Benefits

• Get compensated in Australian Dollars.

• Medical insurance from day one for you plus a spouse (or parents if unmarried).

• Generous OPD coverage for doctor visits and all your 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 working arrangements – home or office.

• Rewards and recognition.

• Christmas and fiscal year-end celebrations.