Job Overview
Our client is looking for a proactive and self-motivated Operations & Client Support Specialist to join their tech-forward team. You will be responsible for optimizing schedules, pre-qualifying leads, and implementing process improvements to drive operational efficiency. If you enjoy a collaborative environment and are eager to take ownership of workflows and business systems, this role offers a meaningful opportunity to contribute to a growing service-based business.
Schedule
- Monday - Friday, 8:00 AM - 5:00 PM AU timezone, with 1 hour unpaid break (40 work hours per week)
Responsibilities
- Review and optimize daily and weekly job schedules for the owner, employees, and subcontractors in ServiceM8; proactively fill gaps through client follow-ups.
- Pre-qualify incoming inquiries via phone and email based on criteria such as location and budget; manage social media and Google Business Profile inquiries.
- Send automated job confirmations and reminders with upsell opportunities; coordinate subcontractor availability and manage the team's email and SMS inquiries via Google Workspace.
- Prepare specialized tech sheets and MSDS sheets; develop a standardized library of communication templates and maintain a searchable operational knowledge base.
- Process and generate invoices in Xero/ServiceM8; perform weekly bank reconciliations, track business expenses, and manage the transfer of quotes from Moco into ServiceM8.
- Document qualification and scheduling workflows into Standard Operating Procedures (SOPs) and identify underutilized ServiceM8 features to enhance efficiency.
Requirements
- Proven experience in an administrative or operational support role, preferably within a service-based industry.
- Proficiency with job management software (e.g., ServiceM8) and quoting tools (e.g., Moco).
- Experience with accounting software (e.g., Xero) and payment platforms (e.g., Stripe) for basic financial administration.
- Proficiency with Google Workspace (Gmail, Calendar, Docs, Sheets).
Qualifications
- Demonstrated ability to pre-qualify leads and manage client relationships professionally.
- Experience in creating and maintaining Standard Operating Procedures (SOPs).
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance Coverage for eligible locations
Note
Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.
