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- Tasks: Be the go-to person for clients, manage events, and support our CEO.
- Company: Join Sara Davison Global Enterprises, a leader in personal development and training.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and impact.
- Why this job: Make a real difference while developing your skills in a supportive team.
- Qualifications: Must have strong organisational skills and experience in client services and finance.
- Other info: Remote work options available; perfect for tech-savvy multitaskers!
The predicted salary is between 30000 - 42000 £ per year.
We are seeking a highly organised and proactive Client Services and PA candidate. This role requires a 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.
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
- 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
- Promptly 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
- Reporting & Analysis
- Streamlining operational systems and updating procedures
- Generate weekly and monthly reports for business performance tracking
- 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
- 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
- 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
- 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.
Client Services & PA Role employer: Sara Davison Global Enterprises
Contact Detail:
Sara Davison Global Enterprises Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services & PA Role
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, such as HubSpot, Kajabi, and Zapier. Having a solid understanding of these platforms will not only boost your confidence but also demonstrate your proactive approach to the role.
✨Tip Number 2
Showcase your bubbly personality during any interactions you have with the company. Whether it's through networking or informal chats, let your friendly attitude shine through to align with the company's culture.
✨Tip Number 3
Prepare to discuss your experience in event management and client services in detail. Think of specific examples where you've successfully managed events or handled client inquiries, as this will highlight your relevant skills.
✨Tip Number 4
Research Sara Davison and her work in personal development. Understanding her mission and values will help you connect better during interviews and show that you're genuinely interested in contributing to the company's goals.
We think you need these skills to ace Client Services & PA Role
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, administration, and financial tasks. Use keywords from the job description to demonstrate that you meet the specific requirements of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your bubbly personality and exceptional multitasking abilities. Mention specific examples of how you've successfully managed similar responsibilities in previous roles.
Highlight Technical Proficiency: Emphasise your experience with CRM systems like HubSpot and Kajabi, as well as any other technical tools mentioned in the job description. This will show that you are well-prepared for the operational aspects of the role.
Showcase Event Management Skills: If you have experience in event coordination, be sure to include this in your application. Detail any relevant events you have managed, including logistics and communication, to demonstrate your capability in this area.
How to prepare for a job interview at Sara Davison Global Enterprises
✨Show Your Organisational Skills
Since the role requires exceptional organisational abilities, be prepared to discuss specific examples of how you've successfully managed multiple tasks or projects in the past. Highlight any tools or systems you used to stay organised.
✨Demonstrate Your Customer Service Attitude
With a bubbly and friendly personality being essential, think of ways to showcase your customer service skills during the interview. Share anecdotes that illustrate your ability to handle client inquiries and provide excellent support.
✨Familiarise Yourself with Relevant Tools
The job mentions several technical tools like HubSpot, Kajabi, and Zapier. If you have experience with these or similar platforms, be ready to discuss how you've used them effectively in previous roles.
✨Prepare for Financial Administration Questions
As financial administration is a key part of the role, brush up on your invoicing and credit control knowledge. Be ready to explain your experience with financial reporting and how you ensure accuracy in financial processes.
