Pre-Contract Sales and Estimating Support Coordinato (PBP)

This is a remote position.

Work Schedule: Monday to Friday 8:00am to 5:00pm Sydney Time with 1 hour unpaid break.

Job Type: Full-time

Role summary

This role supports the owner by owning the pre-contract admin workflow, keeping sales opportunities moving, preparing estimating support inputs, and coordinating quote requests and follow-ups. The goal is to reduce owner interruptions, speed up sales-to-contract progression, and improve consistency under load.

What the role owns

• Sales-to-contract pipeline progression support, including next actions, follow-ups, and status visibility.

• Quote request issuing, tracking, and supplier follow-up.

• Preparation of estimating support inputs including basic take-offs and itemised schedules, with reference notes or markups.

• Client selections and approvals tracking to prevent delays and late-stage issues.

• SOP creation and maintenance for all workflows owned by this role.

What success looks like in the first 90 days

• A clean, consistently maintained view of all active pre-contract opportunities with next actions and due dates.

• Quote requests are sent, tracked, and chased without owner prompting.

• Estimating inputs are delivered in a format the business can review quickly, including clear references to plan locations where quantities came from.

• A selections tracker exists and is actively preventing avoidable delays.

• Core tasks have SOPs and templates that reduce reliance on memory and owner intervention.

Tools and systems context

• CRM: Smarter CRM

• Client portal and document management: Wunderbuild

• Accounting / finance platform: Beams Build (supporting inputs only)

• Email and productivity: Microsoft 365

Reporting line and working style

• Reports directly to the owner.

• Daily execution is independent, with clear escalation rules for decisions, scope questions, or client-facing commitments.

• The role requires strong follow-through, clean documentation, and comfort working across multiple systems.

Requirements

• Detail-oriented coordinator who enjoys tracking multiple moving parts and closing loops.

• Comfortable with plan reading at a basic level and producing structured take-offs and item lists.

• Strong written communication and confidence sending professional pre-contract emails.

• System-minded. Builds templates and SOPs while delivering the work.

Benefits

Independent Contractor Perks

• Permanent work from home

• Immediate hiring

• Steady freelance job