About Cloudbox
Cloudbox is a fast-growing managed services and cloud solutions provider, focused on delivering exceptional client outcomes through operational excellence, accuracy, and strong internal collaboration. Guided by our core value “Make Tomorrow Better”, we continuously improve the way we support our clients and our teams.
Role Overview
The Client Account Administrator plays a critical support role within the Cloudbox sales and client management function. The role ensures accuracy, consistency, and efficiency across proposals, billing, reporting, renewals, and client administration. You will work closely with Business Development Managers (BDMs), Account Managers (AMs), Procurement, Operations, and Senior Leadership.
Key Responsibilities:
Proposals & Sales Support
- Prepare accurate client quotations in Pandadoc in line with the Cloudbox price list
- Maintain client and opportunity data in Autotask, including revenue and cost updates
- File PandaDoc proposals correctly and maintain proposal templates
- Ensure PandaDoc pricing and products align with the Cloudbox price list
Daily Operations & Admin
- Attend daily stand-ups with Account Managers and Procurement
- Follow up on allocated tasks and maintain task tracking
- Approve timesheets and support daily billing activities
Reporting & Data Accuracy
- Assist with weekly operational reporting and pipeline accuracy
- Update monthly sales tracking and resolve discrepancies
- Maintain service cancellation and support user billing records
- Produce monthly management and company meeting decks
Quarterly Business Reviews (QBRs)
- Track and schedule QBRs
- Prepare QBR templates and SDM support slides
- Assist Account Managers with internal follow-ups
Billing, Renewals & Suppliers
- Support monthly invoicing and resolve billing issues
- Assist with supplier billing reconciliation and account queries
- Maintain and update contract renewals in Autotask
New Clients, Ceasing Services & Adhoc Support
- Support onboarding admin for new clients
- Manage administrative tasks for ceasing services and offboarding
- Assist senior leadership and Account Managers with ad-hoc tasks
Skills & Experience
- Strong administrative and organisational skills
- High attention to detail and accuracy
- Experience working with CRM / PSA tools (Autotask desirable)
- Strong communication and stakeholder management skills
Personal Attributes
- Proactive and solution-oriented
- Comfortable working in a fast-paced office environment
- Collaborative and professional
- Aligned with Cloudbox’s “Make Tomorrow Better” core value
Other
Successful interview candidates will be subject to full background checks and vetting. This document describes the principal purpose and main elements of the role. It is a guide to the nature and main duties of the role as they exist currently but is not intended as a wholly comprehensive or permanent schedule and does not form part of the contract of employment. This document describes the principal purpose and main elements of the role. It is a guide to the nature and main duties of the role as they exist currently but is not intended as a wholly comprehensive or permanent schedule and does not form part of the contract.
Skills Required
- Strong administrative and organizational skills
- High attention to detail and accuracy
- Experience working with CRM or PSA tools
- Experience with Autotask
- Strong communication and stakeholder management skills
- Proactive and solution-oriented approach
- Comfort working in a fast-paced office environment
- Collaborative and professional demeanor
What We Do
Cloudbox is a global managed IT services provider serving alternative investment managers, financial firms, and other regulated businesses. It designs, builds, and maintains secure, compliant IT infrastructure, with fully managed public-cloud services, cybersecurity and data protection, IT support, and strategic advisory. Its outsourced solutions emphasize reliable operations and client service, helping customers manage technology and regulatory demands so they can focus on their markets.
