Quick Summary
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.
About the Role
~1 min readThe 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.
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Act as a buffer between client deposit and VA onboarding.
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.
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.
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.
Location & Eligibility
Listing Details
- Posted
- April 13, 2026
- First seen
- April 13, 2026
- Last seen
- September 3, 2026
Posting Health
- Days active
- 142
- Repost count
- 0
- Trust Level
- 32%
- Scored at
- September 3, 2026
Signal breakdown

Managed virtual assistant service providing remote executive and business support
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