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Client Relationship & Quote Lifecycle Owner

Job Description

We are seeking a proactive, highly organized Client Relationship & Quote Lifecycle Owner to manage the end-to-end journey of client accounts across New South Wales, Victoria, and the Australian Capital Territory. In this role, you act as the central driver of project momentum. You will serve as the primary client advocate while coordinating seamlessly with internal production, design, and purchasing partners to ensure every quote moves smoothly toward completion without friction.

Job Title

  • Client Relationship & Quote Lifecycle Owner

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • Experience: 2+ years in account management, customer success, order coordination, or production/traffic management (experience working with Australian or international offshore accounts is strongly preferred).
  • Communication: Exceptional written and verbal English skills, capable of communicating with empathy, warmth, and professional assertiveness.
  • Pipeline Management: Strong organizational ability to track multiple quotes and active jobs concurrently without dropping details.
  • Tools: Proficiency in CRM platforms, project management tools (e.g., ClickUp, Monday.com, Asana), and Google Workspace / Microsoft 365.
  • Mindset: High ownership and proactive problem-solving; someone who takes initiative to keep projects advancing.
Job Responsibilities
  • Client Relationship & Momentum
    • Act as the dedicated primary point of contact for clients once an enquiry is established.
    • Drive proactive updates—keep clients informed on timelines, milestones, and ETAs before they have to ask.
    • Set and manage clear expectations around approvals, scope changes, and project delivery dates.
    • Re-engage quiet or unresponsive clients to keep stalled quotes, proofs, and decisions moving forward.
  •  Quote & Job Lifecycle Ownership
    • Own the full operational pipeline from quote creation to formal client approval and conversion into an active job.
    • Coordinate cross-functionally with internal teams (Mockups/Artwork, Purchasing, and Suppliers) to ensure specs, physical stock availability, pricing, and deadlines stay aligned.
    • Identify workflow bottlenecks early and troubleshoot delays before they impact delivery.
  • Approvals & Production Coordination
    • Issue artwork proofs, mockups, and samples directly to clients for formal review.
    • Diligently follow up on outstanding proof approvals, sample feedback, and target completion dates.
    • Hand off approved files and sign-offs immediately to the purchasing and production teams to initiate manufacturing.
  •  Commercial Flow (Light Touch)
    • Trigger invoice generation upon agreed project milestones or job completion (handling direct creation only for simple or repeat orders).
    • Follow up on pending payment statuses to prevent production or dispatch delays.
    • Flag billing roadblocks and commercial issues early to management rather than processing complex accounting tasks.
  • Admin Continuity & Job Tracking
    • Maintain rigorous job context, clear notes, and updated task tracking records (TRs) across all systems.
    • Ensure team continuity so colleagues can step into any file with zero context loss.
    • Guard against silent drop-offs—ensure no job or quote “dies quietly.”

To Apply, please create your profile at air.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY.

Good luck and God Bless!