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Open nowPosted 174 days ago

Solutions Expert

Wing Assistant379 open roles

Where
Metro Manila
Work mode
Hybrid
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Your applicationOpen nowSolutions ExpertWing Assistant · Metro Manila

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Wing Assistant postings stay open a median of 1 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 174 days ago

Wing Assistant median: 1 days open

The posting

About the Role

The Solutions Expert is the bridge between Sales and Service Delivery - the “Work Extractor” who captures value from deals right after a client deposits and before a Virtual Assistant (VA) is fully onboarded.

Your mission: prevent client drop-off, maintain post-sale momentum, and transform unclear goals into executable systems. You don’t wait for instructions — you hunt for clarity. Through discovery, auditing, and collaboration, you turn chaos into a ready-to-deploy workflow in record time.

You ensure every client feels supported, every VA is informed, and every deal transitions seamlessly from excitement to execution — all within the crucial first two weeks.

🎯 Strategic Purpose

  • Act as a buffer between client deposit and VA onboarding.
  • Prevent churn by maintaining engagement during the onboarding gap.
  • Provide psychological reassurance through expert, high-touch interactions.
  • Build the bridge between Sales wins and operational execution, ensuring Day 1 readiness.

Key Responsibilities

  • Sales Call Auditing: Review all closed deals to identify solution opportunities based on deal value, client goals, VA alignment, and churn risk factors.
  • Deal Risk Management: Flag vulnerable accounts early. Design and execute proactive engagement strategies to keep clients warm and confident through the transition.
  • Operational Diagnostics: Perform deep audits (emails, tools, calendars, websites, social platforms) to uncover “invisible work” and redundant routines ready for systemization.
  • Pipeline Tracking: Communicate continuously with the Customer Success Management (CSM) and Talent Acquisition (TA) teams to monitor placement progress and operational readiness.
  • Momentum Maintenance: Conduct strategic reach-outs to clients in motion between deal close and VA start date to maintain confidence and progress visibility.
  • Information Syncing: Ensure all findings are shared back to internal partners, creating a consistent view of deal status and client expectations.
  • Live “Shadowing” Sessions: Lead interactive sessions where you observe clients working via screen-share, narrate logic, and delegate documentation to the Bench VA in real time.
  • The “Reverse Interview”: Identify the real pain points by asking, “What’s one task making you want to quit your job?” rather than waiting for a handover list.
  • Process Decomposition: Convert messy routines, voice notes, or screen recordings into clean, logical Standard Operating Procedures (SOPs) that a VA can execute without ambiguity.
  • Findings Translation: Convert discovery insights into digestible, trainable documentation for VAs to ensure alignment and readiness before account handoff.
  • Enablement Workflow: Summarize findings → share with VA → host a follow-up call to clarify questions and ensure full understanding of task logic.
  • Bench Collaboration: Work physically on the office floor with Bench VAs to ensure nuanced understanding of the client before “Go Live.”
  • Tech Setup: Deploy the Wing Tech Stack (LastPass, Slack, project tools) to secure accounts and enable Day 1 operational smoothness.
  • Confidentiality Shielding: Present Wing’s security protocols to reassure clients and encourage openness during system setup.

Success Metrics

  • The 24-Hour Win: Delivery of the first functional, approved SOP within 24 hours of the client deposit.
  • Retention Velocity: Number of SOPs/tasks extracted and delegated within the first 7 days post-sale.
  • Churn Prevention Rate: Percentage of clients who complete a shadowing session and remain engaged v/s going inactive pre-onboarding.

Requirements

  • Business Intuition: Ability to look at a CEO’s workflow and instantly identify tasks ready for VA delegation.
  • Technical Command: Deep fluency with G-Suite, Slack, CRM, and project management tools (Asana, Trello, ClickUp).
  • Consultative Gravitas: Strong executive presence and communication skills to guide high-level clients efficiently through 15-minute solution sprints.
  • Cross-Team Agility: Comfort navigating multiple stakeholders and maintaining visibility across workstreams.
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