Client Manager | Project Coordinator | Executive Support

Lerato

1,600/mo
Johannesburg, South Africa
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

Client manager and project coordinator with experience in remote client service, project tracking, and executive support. I manage client accounts from onboarding through to delivery, coordinate project activities across teams, and keep reporting and records accurate and up to date. I am proficient in CRM and project management tools including HubSpot, Salesforce, Asana, and Trello, and I work effectively with senior managers, internal teams, and clients. I am organised, reliable, and quick to i...

Top Skills

Notion · 4 yearsAccount Management · 3 yearsAirtable · 3 yearsAsana · 3 yearsCalendar Management · 3 years

Skills & Expertise

Virtual Assistance & Admin

NotionAdvanced
AsanaAdvanced
TrelloAdvanced
ClickUpAdvanced
AirtableAdvanced
CalendlyAdvanced
Meeting CoordinationAdvanced
Document ManagementAdvanced
Email ManagementAdvanced
Data EntryAdvanced
Research & Information GatheringAdvanced
Calendar ManagementAdvanced
Travel PlanningIntermediate
Executive Assistant ServicesIntermediate

Specialized Skills

OnboardingAdvanced
Legal ResearchIntermediate
Paralegal ServicesIntermediate

Sales & Business Development

Account ManagementAdvanced
SalesforceAdvanced
Zoho CRMIntermediate

Human Resources

SOP WritingAdvanced
Policy WritingAdvanced
RecruitmentIntermediate

Work Experience

Client Manager

Vision Driven Global

Jan 2025 - Present

Job Responsibilities:

- Manage client accounts and act as the primary liaison for all communication and service delivery. - Oversee client onboarding, ensuring a seamless setup and alignment with business goals. - Use CRM tools (e.g., HubSpot, Salesforce) to track interactions and maintain accurate records. - Coordinate with internal teams to deliver customized solutions on time and to standard.

Account ManagementPolicy WritingSOP WritingOnboardingData EntryResearch & Information GatheringCalendlyDocument ManagementAsana

Junior Project Manager

Blueprint Architect Consulting

Oct 2022 - Nov 2024

Job Responsibilities:

- Coordinate day-to-day project activities across trading, compliance, and operations teams to ensure timely execution. - Use project management tools (Asana, Trello) and CRM systems (Salesforce) to track progress, deliverables, and client updates. - Prepare reports, trade documentation, and performance summaries to support brokers and senior managers. - Identify process gaps and assist in impleme...

AsanaDocument ManagementCalendlyMeeting CoordinationData EntryResearch & Information GatheringPolicy WritingZoho CRMOnboardingSOP Writing

Executive Assistant

SoCalFamily Law Group

May 2021 - Aug 2022

Job Responsibilities:

- Manage executive schedules, client communications, and confidential legal documentation with precision and discretion. - Coordinate meetings, court filings, and case deadlines, ensuring smooth workflow between attorneys and support staff. - Prepare correspondence, briefs, and reports while maintaining organized digital and physical filing systems.

Email ManagementDocument ManagementMeeting CoordinationTravel PlanningExecutive Assistant ServicesLegal ResearchParalegal Services

Quick Stats

Age22 years
GenderFemale
English LevelFluent
Other Languages
AfrikaansConversational
ZuluBasic
ID VerificationNot verified

Education

Bachelor's Degree

Wits University

2025 - present

Bachelor's Degree

Eduvos

2022 - 2024