Client Operations Partner

Added
9 hours ago
Type
Full time
Salary
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Related skills

onboarding sop workflows loom shadowing

๐Ÿ“‹ Description

  • Step into a client's day to identify tasks to delegate.
  • Use live shadowing sessions, digital audits, and cross-functional collaboration.
  • Turn messy routines into delegated systems; deliver within 48 hours of signup.
  • Work in-office with Bench VAs to ensure tight handoffs.
  • Turn Looms and voice notes into clear, executable tasks.
  • Maintain client trust around access, security, and managed-office workflows.
  • Own early client outcomes, speed, and momentum end-to-end.

๐ŸŽฏ Requirements

  • Hands-on, client-facing operator who moves fast.
  • Experience with live shadowing, process mapping, and SOP creation.
  • Ability to audit inboxes, calendars, and tools to find quick wins.
  • Strong cross-functional collaboration with in-office VA teams.
  • Ability to deliver the first functional SOP within 48 hours of signup.
  • Excellent communication and organizational skills.
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