Small Business Service Executive

Jobtailor; Greater London; On-site; GBP 35,000 - 48,000; Full time

Job summary

Jobtailor is seeking a proactive Project Support role to assist the AI Adopt programme and SMBU activities in London. You will monitor progress, manage budgets, and coordinate with operations, compliance, and stakeholders to ensure timely reporting and governance.

Responsibilities include preparing agendas, managing communications, coordinating workshops, and handling invoices and expenditure evidence. Strong MS Office and CRM experience are essential.

Qualifications

• Knowledge of project management, including data analysis, project planning and evaluation.
• Well-developed IT skills.
• Experience using financial and content management systems and processes.
• Excellent report writing skills.
• In-depth knowledge of Excel, PowerPoint and Word.
• In-depth knowledge of database systems such as Salesforce, including data entry and cleansing.
• Experience using CRM systems.
• Knowledge of data collection software such as Microsoft Forms and Smart Survey.
• Excellent written and verbal communication skills.
• Strong interpersonal and customer service skills.
• Ability to effectively develop and implement work plans.
• Ability to achieve deadlines and targets in a KPI process-driven environment.
• Excellent attention to detail and high professional standards.
• Proficiency in administrative procedures.
• Experience coordinating events.
• Ability to multitask and collaborate with team members.
• Ability to work on own initiative.
• Willingness to be flexible based on team requirements.

Responsibilities

• Support delivery of the AI Adopt programme and other SMBU activities.
• Monitor, verify, record, analyse and report progress against milestones, financial targets, outputs and outcomes.
• Monitor risks and issues and support timely mitigation.
• Create and maintain budget spreadsheets.
• Raise and process purchase orders and invoices in compliance with procedures.
• Collect expenditure evidence from grant recipients and check compliance with funding rules.
• Support team governance and arrange project meetings.
• Produce agendas, minutes, presentations, risk and issue logs, action lists and project plans.
• Liaise with Operations and Compliance Teams to provide reporting data.
• Liaise with stakeholders and partner organisations.
• Carry out project administration, including room and refreshment bookings and handling enquiries.
• Manage programme email inboxes.
• Coordinate workshops and events, including feedback collection, venue booking and attendee registration.
• Liaise with Marketing and Communications Teams on promotional information, materials and case studies.
• Perform other reasonable duties supporting the Small Business Directorate

Skills

Project Management

Data Analysis

Report Writing

Event Coordination

CRM Systems

Tools

Excel

PowerPoint

Word

Salesforce

Microsoft Forms

Smart Survey

Job description

• Support delivery of the AI ‘Adopt’ programme alongside other Small Business Unit activities
• Monitor, verify, record, analyse and report progress against milestones, financial targets, outputs and outcomes
• Monitor risks and issues and support timely mitigation
• Create and maintain budget spreadsheets
• Raise and process purchase orders and invoices in compliance with procedures
• Collect expenditure evidence from grant recipients and check compliance with funding rules
• Support team governance and arrange project meetings
• Produce agendas, minutes, presentations, risk and issue logs, action lists and project plans
• Liaise with Operations and Compliance Teams to provide reporting data
• Liaise with stakeholders and partner organisations
• Carry out project administration, including room and refreshment bookings and handling enquiries
• Manage programme email inboxes
• Coordinate workshops and events, including feedback collection, venue booking and attendee registration
• Liaise with Marketing and Communications Teams on promotional information, materials and case studies
• Perform other reasonable duties supporting the Small Business Directorate

Requirements

• Knowledge of project management, including data analysis, project planning and evaluation
• Well-developed IT skills
• Experience using financial and content management systems and processes
• Excellent report writing skills
• In-depth knowledge of Excel, PowerPoint and Word
• In-depth knowledge of database systems such as Salesforce, including data entry and cleansing
• Experience using CRM systems
• Knowledge of data collection software such as Microsoft Forms and Smart Survey
• Excellent written and verbal communication skills
• Strong interpersonal and customer service skills
• Ability to effectively develop and implement work plans
• Ability to achieve deadlines and targets in a KPI process-driven environment
• Excellent attention to detail and high professional standards
• Proficiency in administrative procedures
• Experience coordinating events
• Ability to multitask and collaborate with team members
• Ability to work on own initiative
• Willingness to be flexible based on team requirements

Core Competencies

Demonstrates expertise in project management, data analysis, and financial oversight, with strong capabilities in report writing and stakeholder communication. Proficient in administrative procedures and event coordination, ensuring compliance and effective collaboration across teams.

Highest-signal resume keywords

• Project Management
• Data Analysis
• Report Writing
• Event Coordination
• CRM Systems

Hard Skills

• Data Analysis
• Project Planning
• Budget Management
• Report Writing
• Event Coordination
• Database Management
• KPI Tracking
• Administrative Procedures
• Financial Systems
• Data Collection Software

Soft Skills

• Excellent Communication
• Interpersonal Skills
• Customer Service
• Attention to Detail
• Multitasking

Industry Keywords

• Small Business Unit
• Governance
• Stakeholder Liaison
• Compliance
• Funding Rules

Tools & Technologies

• Excel
• PowerPoint
• Word
• Salesforce
• Microsoft Forms
• Smart Survey
• CRM Systems