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Posted 4 months ago

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Solutions Expert

MakatiOn-siteFull-time

AI Summary

A client-facing operator role that identifies high-impact tasks, converts messy workflows into SOPs, and delivers functional processes within 48 hours of onboarding.

About this role

Busy clients don’t go MIA because they don’t want help - they disappear because managing help feels like more work.
The Solutions Expert exists to eliminate that friction. Your job is to step into a client’s day, identify the work they shouldn’t be doing, and extract it quickly and confidently. Through live shadowing sessions, digital audits, and close collaboration with our in-office VA Bench, you turn messy routines into delegated systems — often within 48 hours of signup.
This is a hands-on, client-facing operator role for people who enjoy moving fast, leading conversations, and turning ambiguity into action.

Responsibilities

  • Lead live client shadowing sessions to extract work in real time
  • Identify high-pain, high-impact tasks without waiting for client direction
  • Convert messy workflows, brain dumps, and recordings into clean SOPs
  • Audit inboxes, calendars, and digital tools to uncover instant delegation wins
  • Deliver the first functional SOP within 48 hours of client onboarding
  • Work in-office with Bench VAs to ensure tight handoff and execution
  • Turn Looms, voice notes, and messages into clear, executable tasks
  • Maintain client trust around access, security, and managed-office workflows
  • Own early client outcomes, speed, and momentum end-to-end
  • Skills

    Calendar And Inbox AuditDigital AuditsExecution PlanningHandoff CoordinationLoom/voice-note/video-based Task ExtractionOffice Tools (G Suite/Maestro)Process MappingSecurity/compliance BasicsShadowing SessionsSOP CreationSOP DocumentationSOP ToolingStakeholder ManagementTask ScopingVA CoordinationWorkflow Automation

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