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For Companies At a Glance
- Tasks: Support the CEO and manage client services, events, and financial tasks.
- Company: Join Sara Davison Global Enterprises, a leader in personal development and coaching.
- Benefits: Work in a dynamic environment with opportunities for growth and impact.
- Why this job: Make a real difference while developing your skills in a supportive team.
- Qualifications: Strong organizational skills, CRM proficiency, and experience in finance and event management required.
- Other info: Ideal for detail-oriented, tech-savvy individuals ready to thrive in a fast-paced setting.
The predicted salary is between 30000 - 42000 £ per year.
About this Role
We are seeking a highly organised and proactive Client Services Support & Executive Assistant candidate. This role requires 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, supporting events, managing communications, and handling client queries, CRM management, and financial administration.
About our Company
Sara Davison Global Enterprises Ltd is a 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. Executive Support to CEO
- Manage the diary and schedule for the CEO.
- Provide personal administrative and email support.
- Arrange and coordinate meetings, travel and itineraries.
- Track minutes and action items for team meetings.
- Handle expenses and reimbursement processing.
2. Client Services Support
- First point of contact for our Coaching Community
- Manage new coach onboarding, training programmes and CRM admin support
- Respond to customer inquiries via WhatsApp, text, email and phone.
- Handle incoming calls on the Business Hotline and resolve queries promptly.
- Manage day-to-day communications and tasks using HubSpot, Kajabi, Zapier, and other tech tools.
- Admin support for Operations and Client Services Manager
3. Event Coordination & Management
- Organise and manage logistics for events, including:
- Online Workshops (reminders, questionnaires, feedback tracking).
- Monthly Coach Community Webinars (scheduling, reminders, expert bookings, event emails, social media events, post-event recordings).
- Annual Conference Support (assisting with logistics and coordination).
- Event Management Support (delegate liaison, marketing emails, manual printing, logistics coordination).
- Team and 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. Finance & Credit Control
- Prepare and submit monthly financial reports, including international and contractor payments.
- Process and send invoices for payment processing.
- Handle credit control by tracking and chasing missed payments.
- Manage user access from platforms (HubSpot, Kajabi, etc.)
- Cross-check invoices for payment approval.
- Process and update Stripe subscriptions and card details.
5. Reporting & Analysis
- Generate weekly and monthly reports for business performance tracking.
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.
Must Have Key Skills & Experience
- Strong organisational and multitasking skills.
- Strong technical proficiency in CRM systems (HubSpot, Kajabi, Stripe, Zapier).
- Experience in financial administration (invoicing, credit control, reporting).
- Event management and coordination experience.
- B2C and B2B experience.
- Outstanding people skills.
- 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 client support, managing finance, events and sales processes while supporting an executive team and dynamic CEO, 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/EA Role.
Client Services Support and Executive Assistant 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 Support and Executive Assistant
✨Tip Number 1
Familiarize yourself with the tools mentioned in the job description, like HubSpot, Kajabi, and Zapier. Having hands-on experience or even completing online tutorials can give you a significant edge during the interview.
✨Tip Number 2
Showcase your multitasking abilities by preparing examples of how you've successfully managed multiple projects or tasks simultaneously in previous roles. This will demonstrate your capability to thrive in a fast-paced environment.
✨Tip Number 3
Research Sara Davison and her work in personal development. Understanding her mission and values will help you align your answers with the company's goals during the interview.
✨Tip Number 4
Prepare to discuss your experience in client services and event management. Be ready to share specific instances where you resolved client queries or successfully coordinated events, as these are key responsibilities of the role.
We think you need these skills to ace Client Services Support and Executive Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your organisational and multitasking skills, as well as your experience with CRM systems like HubSpot and Kajabi. Emphasize any relevant experience in client support, financial administration, and event management.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to manage administrative tasks and support an executive, as well as your passion for personal development and helping others.
Showcase Technical Proficiency: Since the role requires strong technical skills, be sure to mention your proficiency with tools like Zapier and Stripe. Provide examples of how you've used these tools in previous roles to enhance efficiency or improve client services.
Highlight Communication Skills: Given the importance of communication in this role, include examples of how you've effectively managed client inquiries and communications in the past. This could include handling customer queries via various channels or coordinating events and meetings.
How to prepare for a job interview at Sara Davison Global Enterprises
✨Showcase Your Multitasking Skills
Prepare examples from your past experiences where you successfully managed multiple tasks simultaneously. Highlight how you prioritized and organized your workload to meet deadlines.
✨Demonstrate Technical Proficiency
Familiarize yourself with the CRM systems mentioned in the job description, such as HubSpot and Kajabi. Be ready to discuss your experience with these tools and how you've used them to enhance client services.
✨Highlight Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Prepare to discuss how you handle customer inquiries and maintain effective communication across various channels.
✨Prepare for Event Management Questions
Think of specific events you have coordinated in the past. Be ready to explain your role in the planning process, how you managed logistics, and any challenges you overcame during those events.
