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Client Services Support and Executive Assistant

1 month ago

United Kingdom Sara Davison Global Enterprises Full time

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 with subject heading Client Services/EA Role.