CRM Management
About this role
Now Hiring Client Services & Operations Administrator A pivotal role at the heart of a growing advisory business — owning the client experience and keeping operations running with precision. Penarth, Vale of Glamorgan Full-Time, Permanent £28,000–£30,000 Professional Services Apply Now Learn More About Us We do things differently at Cadre Cadre Advisory is a modern professional services business operating across Accounting, Corporate Finance and Commercial Finance. We don’t behave like a traditional advisory firm — we embed ourselves within our clients’ businesses, becoming a genuine part of their team rather than an arm’s-length service provider. We’re growing fast, and this is an exciting moment to join us. The person who takes this role will have real influence over how we operate and how our clients experience us — from day one. The Role The connective tissue of the business This role sits right at the intersection of client experience and internal operations. You’ll be the first voice clients hear, the person who keeps our CRM honest, chases proposals through the pipeline, and makes sure billing stays on top of scope. This isn’t a support role in the background — it’s a highly visible, commercially important position where your contribution will be felt every day. What You’ll Own Key responsibilities Client Experience First point of contact across phone, email and in person Set the tone for the Cadre relationship from day one Champion the client experience across every touchpoint Onboarding Own end-to-end onboarding for all new clients Coordinate team members to hit onboarding milestones Continuously improve the onboarding process Customer Success Proactively check in to ensure ongoing client satisfaction Flag service concerns early and resolve them quickly Support identification of upsell/cross-sell opportunities CRM Management Keep Go High Level CRM up to date — data, comms and deal stages Act as internal CRM champion for the team Generate regular pipeline and performance reports Proposals & Pipeline Track and chase proposals through the pipeline Prepare and format proposals to brand standards Maintain a clear log of status and outcomes Billing & Scope Run reports to reconcile work against billing milestones Identify and flag scope creep early Ensure out-of-scope work is captured and charged Our Culture What we stand for Seven values define how we work, how we support clients, and how we show up for each other every day. 01 Deliver Cadre Excellence Accuracy, clarity and commercial confidence — doing things properly, not cutting corners. 02 Stay Adaptable Adjusting calmly when priorities shift and staying open to new ways of working. 03 Bring Solutions, Not Problems Constructive mindset, thinking ahead, offering options rather than passing issues on. 04 Own Your Workload Taking responsibility from start to finish — doing what you said you would do. 05 Communicate What’s Needed The right information at the right time — clear, honest and consistent. 06 Show Up as One Team Supporting each other, sharing knowledge, and presenting a united Cadre experience. 07 Learn and Move Forward Continually developing, embracing new tools, and sharing learning with others. Is This You? Who we’re looking for You’ll be organised by nature, confident communicating at all levels, and you’ll take genuine pride in both the client experience and the operational detail. You’re a natural problem-solver who doesn’t wait to be told. You’ll likely have 2+ years in an operations or client services role Professional services background (preferred) Experience with Go High Level or similar CRM Excellent written and verbal communication High attention to detail, multiple priorities Proactive, problem-solving mindset Commercial awareness and business sense Bonus points for Experience in financial or professional services Billing or contract administration exposure Process improvement or operational setup Comfortable in a scaling, fast-moving business The Package What we offer £28,000–£30,000 — dependent on experience Commission — earn commission on every new client you help bring on board Annual performance bonus — rewarding your contribution to the business each year 1 day WFH per week — after successful completion of probation Real impact — a growing business where your work is visible and recognised Career development — real opportunities to grow your role as Cadre scales Ready to join the Cadre team? Send your CV and a short covering note telling us why this role is right for you.
What this role is, and what else it is called
Employers in the UK advertise this kind of work as Salesforce Developer, CRM Manager, ServiceNow Developer and Salesforce Consultant too, so it is worth searching more than one wording. It is a mid-level Enterprise Applications role in the UK, advertised without a stated working pattern, which is worth asking about.
Detected on Cadreadvisory's careers page. ProdReady Recruitment lists this vacancy as an aggregator and is not the employer; applications go to the employer's own site.