CRM & Client Follow-Up Coordinator – Drilling Services (Remote / Flexible)
Remote, Anywhere in Australia | Sydney & Brisbane Team
Full-time. We'll also consider part-time (pro-rata) for the right person.
About Legion Drilling
Legion Drilling is a specialist drilling contractor. We support geotechnical, environmental, hydrogeological and remediation investigations across Queensland, New South Wales and beyond. Our fleet includes sonic, Geoprobe, CPT and direct-sensing (MiHPT/UVOST) rigs, along with large geotechnical rigs. Our clients are mostly consultants and engineers who need reliable data from the ground.
We quote a lot of work. What we need now is someone who makes sure every quote is followed up, every finished job is checked in on with the client, every client conversation is recorded, and nothing slips through the cracks.
The role
This role sits at the centre of our sales process. You'll own our CRM (Pipedrive) and our client follow-up process from start to finish, from the day a quote goes out to the client check-in after the job is complete. Your job is to keep every deal moving, keep every record accurate, and give the team a clear view of what's being won, what's being lost, and why.
What you'll do
Follow up on quotes by phone and email using our set schedule (3 days, 2 weeks, 4 weeks, then long-term). You'll be checking on progress, answering questions and finding out where the client's decision is up to.
Contact clients after each project is finished. You'll check they were happy with the crew, the rig and the results, collect their feedback, and ask about upcoming work. You'll then pass any issues to operations and record the outcome in Pipedrive.
Keep Pipedrive accurate and up to date. That means moving deals between stages, logging call outcomes, closing out finished activities and recording a reason for every lost deal.
Clear the current backlog of overdue follow-ups, and then keep it at zero.
Look after the contact database: fix bounced emails, update contacts who've left their company, merge duplicates and link people to the right organisations.
Work with our estimators and operations team so quotes go out on time and won work is handed over smoothly.
Report weekly on pipeline value, conversion rates, follow-up response times, client feedback and the reasons we lose work.
Spot repeat clients, upcoming projects and tender opportunities, and flag them to the business development team.
How we'll measure success
No overdue follow-up activities in the CRM
Every quote followed up within 3 business days of being sent
Every completed project followed up with the client within one week of the job finishing
A lost reason recorded on every closed deal
A measurable improvement in our quote-to-win rate and repeat business over time
About you
You're driven by numbers and get satisfaction from a clean pipeline and hitting your targets.
You have experience with a CRM (Pipedrive is ideal, but Salesforce or HubSpot is fine) in a sales support, account coordination or inside sales role.
You're confident on the phone with technical, professional clients and you write clear, concise emails.
You can manage yourself, stay organised and work well remotely without supervision.
Experience in the geotechnical, environmental, drilling, engineering consulting or civil sectors is highly regarded. You don't have to be technical, but you should be comfortable discussing things like borehole depths, rig types and project scopes.
What we offer
$75,000 – $90,000 + super, depending on experience
A quarterly performance bonus tied to follow-up and conversion results
Flexible hours, with remote work available for the right person (part-time pro-rata considered)
A role where your results directly shape the business
A supportive team in a niche, growing industry
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CRM & Client Follow-Up Coordinator – Drilling Services (Remote / Flexible) in Brisbane employer: Legion Drilling
Legion Drilling is an exceptional employer that fosters a collaborative and innovative work culture, where your contributions as an ICT Business Analyst will directly impact the efficiency of our operations. Located in a dynamic environment, we offer competitive benefits, ongoing professional development opportunities, and a commitment to employee growth, ensuring you thrive both personally and professionally while working on meaningful projects that drive technological advancement.
