Client Account Administrator

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.