Client Services & PA Role

Client Services & PA Role Job Opportunity

About the Role

We are seeking a highly organised and proactive Client Services and PA candidate. This role requires bubbly personality, exceptional multitasking abilities, attention to detail and the ability to manage a wide range of administrative, financial, technical and operational tasks. You will play a key role in ensuring smooth day-to-day operations, managing communication and handling client enquiries, CRM management and financial administration.

About our Company

Sara Davison Global Enterprises Ltd is an established fast growing company in the personal development and training arenas. Our CEO, Sara Davison, is an author, podcaster, speaker, influencer, media commentator and patron of a domestic abuse charity. Our company spans across both B2C and B2B markets. We help people to cope better with breakup, divorce and toxic relationships. We have a coach training school with over 700 coaches in 30 countries. We also provide support for employees in the workplace dealing with breakups and run corporate trainings. Our team is making a real positive difference in the world and we are looking for a driven and motivated team mate!

Key Responsibilities

1. Client Services Lead

• First point of contact for clients and coaches
• Manage new coach onboarding and CRM updating
• Supporting clients with training programme access and technical queries
• Prompt respond to customer inquiries via WhatsApp, text, email and phone
• Handle incoming calls on the Business Hotline
• Manage day-to-day communications and tasks using HubSpot, Kajabi, Zapier, and other technical tools

2. Reporting & Analysis

• Streamlining operational systems and updating procedures
• Generate weekly and monthly reports for business performance tracking

3. Event Coordination & Management

• Organise and manage logistics for events, including:
• Monthly Coach Community Webinars (scheduling, reminders, expert bookings, event emails, social media events, post-event recordings).
• Annual Conference Support (assisting with logistics and coordination).
• Training Event Management & Support (delegate liaison, marketing emails, logistics coordination)
• Online Retreat Management (reminders, questionnaires, feedback tracking).
• Team & Coach Christmas Party Arrangements
• Create and manage collateral for events (print and digital).
• Arrange travel and logistics for events and exhibitions.
• Coordinate post-event communication, lead capture, and follow-ups.

4. PA Support

• Manage the diary and schedule for the CEO.
• Arrange and coordinate travel bookings and itineraries.
• Handle expenses and reimbursement processing.
• Provide personal administrative support.
• Track minutes and action items for team meetings.
• Respond to ad hoc requests as needed.

5. Finance & Credit Control

• Process and send invoices for payment processing.
• Handle credit control by tracking and chasing missed payments.
• Cross-check invoices for payment approval.
• Process and update Stripe subscriptions.
• Prepare and submit monthly financial reports, including international and contractor payments.

6. Marketing & Communications

• Draft and send sales emails and newsletters.
• Manage collateral creation with designers and printers.
• Oversee social media event promotions and follow-ups.

Key Skills & Experience

• Strong organisational and multitasking skills.
• Bubbly, friendly upbeat customer service attitude.
• Experience in financial administration (invoicing, credit control, reporting).
• Strong proficiency in CRM systems (HubSpot, Kajabi, Stripe, Zapier).
• Event management and coordination experience.
• Ability to manage customer service inquiries and sales follow-ups.
• Excellent communication skills (written and verbal).

This role is a fantastic opportunity for a detail oriented, tech-savvy, and proactive professional who thrives in a fast-paced environment. If you have experience managing client support and supporting an executive team, we’d love to hear from you!

Please only apply if you have the relevant experience. Send CV and cover letter to sara@saradavison.com with subject heading Client Services/PA Role.