About the role

We are looking for an organised, confident communicator to support our sales pipeline and keep the business running smoothly behind the scenes. You will work with clients, accountants and key stakeholders, splitting your time between new enquiries and referral partners, and the administration that keeps client matters moving. This role is based onsite at our Robina office.

Key responsibilities
Respond promptly to inbound enquiries by phone, email and web form, and qualify leads against our service areas
Book discovery calls and consultations for the Director and Business Development Manager
Maintain the lead register and CRM, and follow up leads until they convert or close out
Support relationships with referral partners, particularly accountants and bookkeepers, including regular check-ins and updates
Onboard current clients: collect documents, ID and authorities, and set up files
Track key deadlines, including ATO payment arrangements, lodgements and statutory notices, and flag risks early
Chase outstanding information from clients, and escalate non-responsive clients where needed
Coordinate with Naked Accounting and We Love Bookkeeping so work passes between teams without gaps




Maintain templates, checklists and internal procedures

About you
2+ years in a sales support, client service or administration role, ideally in accounting, finance, legal or professional services
Transparent, confident phone manner and robust written communication
Comfortable following up persistently and professionally
Highly organised, with a proven ability to juggle deadlines and priorities
Solid Microsoft 365 skills and experience with a CRM or practice management system
Discretion with confidential and sensitive client information
Understanding of ATO processes, tax debt or insolvency (desirable)
Experience in the small business sector, insolvency or restructuring industry (desirable)
Experience working with accountants or referral partners (desirable)
Familiarity with Xero or similar accounting software (desirable)

About us

Eventum Optimum is an Australian business advisory firm that helps business owners get on top of ATO debt, restructure before insolvency becomes the only option, and protect the assets they have built.

📌 Sales & Administration Officer Robina
🏢 Eventum Optimum
📍 Robina