Role Description We are seeking a proactive and highly organized Executive Officer to provide comprehensive administrative, sales, and operational support to a growing business. This role is ideal for someone adaptable, tech-savvy, and eager to learn multiple service lines, including NDIS, aged care, and commercial cleaning. You will play a key role in managing day-to-day operations, supporting sales outreach, handling customer enquiries, maintaining digital platforms, and ensuring business processes run efficiently. The successful candidate will receive structured onboarding through documented processes and daily screen-sharing sessions to develop a strong understanding of the business. The Executive Officer will report directly to the Director and work closely with key operational staff across NDIS, accommodation, cleaning, gardening, and administration services. Key Responsibilities - NDIS Compliance & Documentation - Understanding and maintaining NDIS participant records - Assisting with service agreements and onboarding documentation - Maintaining compliance records and audits - Incident reporting and record management - Maintaining worker screening and training registers - Invoicing & NDIS Administration - Preparing invoices for Plan Managers, Self-Managed, and NDIA participants - Following up on outstanding invoices and payments - Maintaining participant budgets and service tracking - Supporting payroll data collection for staff and contractors - CRM & Database Management - Maintaining customer databases and CRM systems - Tracking leads and referral partners - Recording interactions and follow-up activities - Generating weekly business reports Qualifications - Previous experience as an Executive Assistant, Virtual Assistant, Administrative Assistant, or in a similar support role. - Previous experience working with an Australian company/client. - Previous experience in NDIS administration and aged care administration. - Experience with sales support, lead outreach, or customer service is highly desirable. - Strong verbal and written English communication skills with a professional phone manner. - Experience managing email inboxes, calendars, and general administrative functions. - Strong bookkeeping experience and familiarity with accounting software are advantages. - Experience with CMS platforms. - Experience managing business social media accounts and creating or scheduling content. - Strong computer skills and proficiency with Microsoft Office or Google Workspace. - Ability to quickly learn new industries, systems, and processes through structured training. - Highly organized with excellent attention to detail and strong time management skills. - Self-motivated, proactive, and capable of working independently in a remote environment. - Comfortable participating in daily screen-sharing and collaborative training sessions. Key Performance Indicators (KPIs) - Response time to enquiries - Number of outbound sales calls completed - Appointment bookings generated - Social media content scheduled - Invoices processed accurately - Database updates completed - Weekly reporting delivered on time Technology Requirements - Reliable internet connection (minimum 50 Mbps) - Dedicated home office workspace - Noise-cancelling headset - Dual monitor setup preferred - Backup internet connection preferred Confidentiality & Data Security - Handling sensitive client information confidentially - Following privacy and data security procedures - Understanding Australian privacy obligations Work Arrangement & Expectations This is a remote role that will be set up as an independent contractor engagement. To ensure alignment and transparency, successful candidates will be expected to: - Disclose any existing ongoing roles or client work - Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)

• Own and drive a pipeline of mid-market opportunities ($20K–$100K ACV) from outbound prospecting through close • Run discovery, demos, and business case conversations with Finance, Accounting, and IT stakeholders • Potentially partner with a VAR Partner not in our network to co-sell and influence deals in the BC and Sage Intacct network • Develop deep knowledge of customer ERP environments to position Velixo’s value clearly and credibly • Collaborate with Sales Engineer on complex evaluations and POCs • Accurately forecast your pipeline and maintain CRM hygiene in HubSpot • Feed market intelligence back to product, marketing, and leadership

• Own a new-partner target: build and manage pipeline from prospecting through signed agreement • Run full sales cycles end to end: outbound outreach, discovery, program demonstration, proposal, negotiation, and close • Identify and engage Computer Science faculty, department chairs, and academic decision-makers; map program fit and build the internal case for partnership • Translate CodePath's curriculum, technical rigor, and student outcomes credibly to a CS faculty audience • Navigate academic procurement and budget cycles to move deals to close on a predictable timeline • Partner with the Head of Higher Education on territory strategy, target account lists, and deal strategy • Maintain accurate pipeline, activity, and forecast data in HubSpot • Represent CodePath at higher education and CS education conferences and events • Achieve quarterly new-partner and enrollment targets

• Act strategically and operationally across the entire commercial cycle, combining pre-sales and sales activities from prospecting through post-sales. • Actively prospect clients and manage the end-to-end commercial process. • Manage the full sales cycle, from initial approach to closing and post-sale follow-up. • Work consultatively, deeply understanding clients’ needs and proposing appropriate Information Security, Cybersecurity and GRC solutions. • Drive commercial opportunities with a focus on conversion, value creation and long-term relationships. • Support and execute the design, structuring and pricing of technical and commercial proposals. • Prepare, present and negotiate proposals, driving them through to closing. • Support and lead bidding processes, RFPs and public and private contracting. • Analyze tender documents, identify opportunities and prepare required documentation (clarifications, appeals, challenges, declarations and related items). • Monitor tenders on various portals, ensuring deadlines, compliance and quality. • Keep systems, CRM, commercial records and documentation up to date. • Support pipeline management, forecasting and commercial KPIs. • Manage contracts under your responsibility, tracking consumption, billing and renewals. • Participate in negotiations, service orders, contract addenda and renewals. • Obtain quotes and negotiate with manufacturers, partners and suppliers. • Attend external meetings with prospective and active clients, supporting opportunity identification and solution presentations.