Solutions Expert

📋 Description

• Audit sales calls to identify VA opportunities and churn risk.
• Flag vulnerable accounts early and plan proactive engagement.
• Audit emails, tools, calendars, sites to find invisible work.
• Coordinate with CS and TA to monitor placement and readiness.
• Maintain momentum with strategic outreach between close and VA start.
• Share findings with internal partners to align deal status.

🎯 Requirements

• Business intuition: spot tasks for VA delegation.
• Technical command: proficiency with G-Suite, Slack, CRM, Asana, Trello, ClickUp.
• Consultative gravitas: strong executive presence for 15-min sprints.
• Cross-team agility: navigate stakeholders and maintain visibility across workstreams.

🎁 Benefits

• Delivery of first SOP within 24 hours of client deposit.
• SOP extraction and tasks delivered within first 7 days.
• Churn prevention through ongoing onboarding engagement.
• Hybrid work with cross-functional exposure.
• Opportunity to shape onboarding processes.