Onboarding & Retention Solutions Lead

Wing Assistant

Manila

In loco

PHP 420.000 - 640.000

Tempo pieno

14 giorni+

Generatore di candidature

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro — un curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

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Descrizione del lavoro

Wing Assistant is seeking a Solutions Expert to act as the bridge between Sales and Service Delivery, ensuring smooth handoffs from client deposit to VA onboarding and Day 1 readiness. You will audit deals, manage the onboarding pipeline, lead live shadowing sessions, translate findings into SOPs, and enable VAs with clear, runnable processes.

This high-touch role focuses on preventing churn and sustaining post-sale momentum in the first two weeks.

Competenze

Ability to look at a CEO’s workflow and instantly identify tasks ready for VA delegation.
Fluency with G-Suite, Slack, CRM and project tools (Asana, Trello, ClickUp).
Strong executive presence and communication skills to guide high-level clients efficiently through short solution sprints.
Comfort navigating multiple stakeholders and maintaining visibility across workstreams.
Analytical mindset to map chaotic processes into actionable SOPs.

Mansioni

Client Auditing & Quality Assurance: Review closed deals for opportunities based on value, goals, VA fit, and churn risk.
Deal Risk Management: Flag vulnerable accounts and design proactive engagement strategies during transition.
Operational Diagnostics: Audit emails, tools, calendars, websites, and social platforms to reveal hidden work for systemization.
Cross-Team Coordination & Pipeline Management: Track progress with CSM and TA, keeping momentum and shared status.
Discovery & Work Extraction: Lead live shadowing, conduct reverse interviews, and decompose processes into SOPs for VA execution.