Summary:
The role is a receptionist style. First role that handles overflow sales calls, routes enquiries to the right people, logs cases, and completes light admin to reduce workload for Site Managers and the Head of Sales. Working remotely outside Australia, the role ensures customers reach the right person quickly and that every enquiry is tracked to
completion.
Reporting Line:
- Reports to: Head of Sales
- Works closely with: Site Managers, Retail Sales, Install Coordinators, Warranty Admin, and BDMs
Location and Work Pattern:
- Remote
- Standard coverage: 10:00–18:00 AEDT, Mondays to Fridays
- No routine Saturday work. Occasional ad hoc coverage in peak periods by prior agreement
- Attends virtual team huddles and training as scheduled
Primary Objectives:
- Answer overflow phone calls and digital enquiries promptly and professionally
- Triage, route, and schedule callbacks to the correct team member or queue
- Ensure every enquiry is logged, acknowledged, and actioned through to resolution
- Enter warranty cases for review by approved staff (no approvals)
- Maintain clean CRM records and complete light administrative tasks for sites
Key Responsibilities:
Customer Reception and Phone Triage
Serve as first point of contact on national overflow lines and shared inboxes
Quickly identify caller intent, verify details, and capture essential context
Route calls using defined decision trees to the correct person or queue
Offer warm transfers when available; otherwise schedule firm callbacks and
send a concise summary to the assignee
Create a ticket/CRM note for every interaction with clear next steps and owner
Monitor open items and nudge assignees before end of shift to keep work
moving
Follow escalation rules for urgent matters and document handoffs
Enquiry Routing and Followthrough
Use routing playbooks to assign enquiries to Sales, Install, Warranty,
Dispatch, or BDMs
Summarize customer needs, timelines, and any promised actions in the CRM
Send customer acknowledgements with expected nextstep timing
Track until closed: confirm the customer was contacted and outcome recorded
Flag risks or delays to the Head of Sales or relevant Site Manager
Installation and Booking Support
Capture install request details and pass to Sites for coordination
Record availability preferences and parts constraints noted by customer
Send confirmation messages using approved templates after the coordinator
books
Warranty Intake (No Approvals)
Create warranty cases with photos, receipts, and issue descriptions
Tag correct location or team for assessment and note customer contact
preferences
Keep customers informed on handoff timing. Do not provide outcomes or
approvals
Business Administration
Update CRM lead/contact records and attach call notes, emails, and files
Prepare simple documents or email templates as requested
Maintain shared trackers or inbox rules to support campaigns and shows
Assist with data cleansing, list prep, and meeting notes as needed
Tools and Systems:
- NetSuite: view only for order status and information checks
- 3CX: call queues, warm transfers, voicemail and callback scheduling
- Podium: messaging, webchat intake, and conversation routing
- Microsoft Teams: internal chat, huddles, handoffs, and video meetings
Knowledge, Skills, and Attributes:
- Clear, friendly spoken English and concise written summaries
- Strong listening, triage, and prioritisation skills
- High attention to detail for accurate data entry and routing
- Dependable followthrough until enquiries are closed
- Comfortable working independently across time zones
- Fast learner with CRM, phone, and messaging systems
Qualifications and Experience:
- 1–3+ years in reception, customer service, sales support, or contactcentre
work
- Remote work readiness with reliable internet, quiet workspace, and headset
- Experience with CRM and phone queue tools preferred
- 4x4 or automotive retail familiarity is a plus, not required
Work Standards and Security:
- No quoting, payments, or discounts
- No warranty approvals; intake and case logging only
- Follow privacy, data handling, and device security requirements
- Use approved templates and playbooks for all customer communications
- Adhere to rostered coverage and handover protocols
Independent Contractor Perks:
-
HMO coverage for eligible locations
-
Permanent work from home
-
Immediate hiring
-
Steady freelance job
Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their benefits and taxes. The professional fees are at hourly rates, and the rate depends on your performance in the application process.
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