Sales Administrator - (MSP, Xero, Halo PSA, ConnectWise Manage )

About the Role

We are seeking a highly organised and proactive Sales Administrator to support Sales, Operations, Customer Success, Procurement, and Finance teams within a fast-paced Managed Services Provider (MSP) environment.

You will play a key role in coordinating the administrative and operational activities that support the end-to-end sales process, including quotations, procurement, renewals, CRM and PSA administration, customer orders, and billing support. Working closely with Account Managers, customers, vendors, finance, and service delivery teams, you will help ensure opportunities and customer requests are processed accurately and efficiently.

This role is well suited to someone with previous MSP or IT services experience who is confident working across multiple systems, managing competing priorities, and maintaining a high level of attention to detail.

About the Client

You will be working with an established technology and managed services partner that supports customers through a range of IT, cloud, hardware, software, and managed service solutions. The organisation operates in a customer-focused environment where strong internal coordination, operational accuracy, and responsive service are essential to delivering positive customer outcomes.

Ideal Profile

Experience & Industry Knowledge

• 2+ years of experience in Sales Administration, Sales Support, Sales Operations, or a similar role.
• Previous experience within an MSP, IT services, telecommunications, or technology environment.
• Good understanding of sales administration and operational workflows.
• Experience supporting Account Managers, Business Development Managers, or customer-facing sales teams.
• Understanding of recurring revenue models and managed services agreements.

Systems & Technical Skills

• Hands-on experience with Halo PSA, ConnectWise Manage, and Xero.
• Experience maintaining CRM systems, sales pipelines, contracts, customer records, and subscriptions.
• Familiarity with CRM platforms such as Salesforce or HubSpot is advantageous.
• Understanding of Microsoft licensing, cloud solutions, and IT hardware or software procurement is desirable.

Core Competencies

• Strong organisational and time-management skills.
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Strong customer service and stakeholder management skills.
• Ability to manage multiple priorities and coordinate activities across different teams.
• A proactive and process-focused approach to sales administration.

Responsibilities

Sales Administration

• Support Account Managers throughout the sales lifecycle.
• Prepare, review, and issue customer quotations and proposals.
• Create and maintain opportunities within CRM and PSA platforms.
• Keep customer records, contracts, and sales documentation accurate and up to date.
• Monitor sales opportunities and ensure relevant information is maintained correctly.
• Follow up on outstanding quotations and customer requests.
• Support contract renewals and recurring service agreements.

Procurement & Vendor Coordination

• Raise and process purchase orders accurately.
• Obtain supplier pricing, product information, and licensing details.
• Coordinate hardware, software, and licensing orders.
• Liaise with distributors and vendors to obtain order updates and resolve issues.
• Track procurement activities through to completion.

PSA & CRM Administration

• Maintain accurate records within Halo PSA, ConnectWise Manage, or equivalent platforms.
• Update opportunities, projects, contracts, subscriptions, and customer information.
• Generate reports relating to sales activity, renewals, and pipeline performance.
• Identify opportunities to improve sales administration processes and workflows.

Invoicing & Billing Support

• Generate customer invoices using Xero.
• Validate billing information and ensure invoices are accurate.
• Reconcile supplier invoices against purchase orders and customer sales orders.
• Assist with recurring billing and subscription renewals.
• Provide administrative support to Sales and Finance teams on billing-related activities.

Customer & Stakeholder Communication

• Act as a key point of contact for customer enquiries relating to quotes, orders, renewals, and procurement.
• Provide timely and professional updates to customers and internal stakeholders.
• Coordinate communication between customers, vendors, Account Managers, Finance, and service delivery teams.
• Help maintain a positive customer experience through accurate and responsive communication.

How we take care of our team

💰 Get paid in Australian Dollars
🏥 Medical insurance from day one for you + spouse (or parents if unmarried)
🩺 Generous OPD coverage from doctor visits to all your medical needs
🏡 Home office setup allowance to build your ideal workspace
🌐 Internet allowance to keep you connected
💪 Gym & wellness allowance to stay fit and balanced
🎉 Work hard, play hard – regular team events & engagement activities
🧠 Diji Assist – Mental health & counseling support when you need it
📚 We invest in you – reimbursement for industry certifications
🗣️ Open-door culture – your ideas and feedback always matter
🌍 Flexible work – home or office, wherever you do your best work
🏆 Rewards & recognition that actually recognize you
🥳 Great christmas & financial year-end parties to unwind with your loved ones