About Cadre AI

The Role

What You’ll Do

Onboard New Clients and Maintain Client Records

• Coordinate new client onboarding by scheduling kickoff calls with pod members and ensuring a smooth handoff from the Sales team
• Build out ClickUp infrastructure before onboarding calls: client folders, tasks, milestones, timelines, and client-facing naming conventions all in place
• Establish project foundations with dates set, assignees confirmed, and milestones visible in the client portal from day one
• Maintain up-to-date client records in Cadre One throughout the engagement: inviting client members, updating stakeholder information, and keeping client sentiment current

Run the Pod’s Operational Rhythm

• Lead daily syncs, weekly planning sessions, and weekly retros for the pod, setting agendas in advance, keeping sessions focused, and ensuring every meeting produces clear outputs and documented action items
• Own the weekly planning process, ensuring all client work for the following week is scoped, assigned, and in an active sprint by end of day Friday
• Track each pod member's workload across all active client engagements, maintaining a clear picture of capacity, upcoming deadlines, and any work at risk of delay
• Proactively surface blockers, delays, and capacity concerns to the pod leader before they become client-facing issues, bringing context and a recommended path forward
• Capture action items from Slack channels, internal syncs, and client meetings and convert them into ClickUp tasks with accurate assignees and due dates within 24 hours

Own ClickUp Hygiene Across the Book of Business

• Monitor ClickUp health across all pod clients on a continuous basis, identifying and resolving hygiene issues that create operational risk or reduce visibility
• Ensure all tasks, milestones, and deliverables are properly structured with accurate dates, assignees, and client-facing names at all times
• Move incomplete sprint tasks forward, close or archive dormant items, and maintain milestone visibility in the client portal with accurate status updates
• Flag process gaps to the pod leader and coordinate with the Product, Research, and Engineering team on client deliverables and timelines, ensuring deadlines are captured and the right people are notified when work is complete or at risk

Lead Client Communication and Meeting Management

• Lead the weekly client recap process: gather updates from pod members, synthesize into a clear Friday email for each client covering the week's work, upcoming priorities, and milestone tracker references
• Manage client meeting logistics end to end: scheduling, agenda preparation, real-time note-taking, and converting all follow-ups into ClickUp tasks assigned to the right pod members within 24 hours
• Ensure all client meetings are booked at least 30 days in advance and tracked in a centralized location per the defined process
• Support the pod leader in preparing Monthly Operating Review decks, providing context and color in the meeting with the executive team as needed

Who You Are

• 2+ years of experience in operations, project coordination, or client services, preferably in agency, consulting, or professional services environments where precision and follow-through are non-negotiable
• Excessively organized with exceptional attention to detail; you can manage multiple client engagements simultaneously without anything slipping
• Confident facilitating meetings with a team; you can run a daily sync or a weekly retro without it going sideways, and you know how to keep a session on track without being heavy-handed
• Proficient with ClickUp or a comparable project management platform, including complex task structures, custom fields, and sprint workflows
• Strong written communicator who can gather input from multiple team members and synthesize it into a clear, professional client-facing email
• Proactive by default; you do not wait to be told when something needs attention, you already see it and you are already working on it
• Comfortable working closely with a pod leader and a team of peers, operating as a trusted partner rather than a support function
• Experienced with Google Workspace (Sheets, Docs, Calendar) and familiar with meeting transcription and productivity tools
• Experience working alongside or project managing technical teams such as engineers or developers is an added bonus

What Sets You Apart

• You have been the operational anchor on a client-facing team before. You know what it feels like to be the person everyone relies on to keep things moving, and you do not find that pressure stressful; you find it motivating
• ClickUp is not new to you. You have built and maintained complex project structures and you know how to make a tool work for a team, not the other way around
• You run meetings that people actually find useful. Agendas are prepped, time is respected, and action items are documented before anyone leaves the room
• You have strong opinions about what good operational process looks like and the confidence to flag it clearly when something is not meeting the standard

Why Cadre AI

• Real impact. The work you do directly enables your pod to deliver exceptional results for clients. When operations runs well, everything runs well.
• Exposure to the frontier. You will work inside one of the most AI-native consulting firms in the country, with front-row access to how enterprise AI transformation actually gets done.
• AI-native culture. We do not just build AI for clients. We use it to run our own operations. You will work with people who are as obsessed with the tools as you are.
• Room to grow. This role builds deep expertise in AI consulting operations with exposure to strategic planning, engineering workflows, and executive client relationships.
• Upside. We are bootstrapped, profitable, and growing fast. Early team members share in the success they help create.
• No bureaucracy. Small pods. Clear accountability. The best idea wins, regardless of who says it.

Compensation