Solutions Expert

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.

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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