Job Description JOB RESPONSIBILITIES: Managing the Leadership Team : Scheduling and organizing the weekly EOS meetings (L10s, Same Pages, Quarterly Conversations, Annual Reviews, Quarterly and Annual Facilitated Sessions, So Cs) Preparing and distributing agendas and meeting materials (VTOs, etc.) Following up on action items and ensuring they are completed.

Strategic Business Direction : Assisting with the creation of presentations.

Conducting research as directed and assisting in preparing strategic updates.

New Business Development : Scheduling networking events and meetings.

Managing your calendar and appointments.

Conducting preliminary research on potential business opportunities.

Drafting and sending follow-up emails.

Account Management for Top Clients : 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.

General Correspondence : 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.

Technical Guidance : 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.).

Presenting at Functions and Events : Coordinating logistics for events and functions.

Preparing presentation materials and rehearsals.

Managing invitations, RSVPs, and attendee communications.

Quarterly Evolve Meetings : Scheduling and organizing Evolve meetings (including travel and accommodation).

Preparing and distributing Evolve meeting materials.

Recording Evolve minutes and tracking action items.

Ensuring follow-up on Evolve directives and decisions.

Sales Proposals and Quotes : 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.

Additionally, Assistance with 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 QUALIFICATIONS : 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 up-to-date.

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 Power Point for creating and managing quotes and proposals.

Additional Job Details: • Set-up and Location: WFH/Remote • Work Schedule: 9:00 AM to 6:00 PM (AEDT) | 7:00 AM to 4:00 PM (PH Time) • Employment Type: Full-time All interviews and other hiring requirements are done virtually or through video calls or emails.

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 up-to-date.

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 Power Point for creating and managing quotes and proposals.