# Solutions Expert at Wing Assistant

Solutions Expert at Wing Assistant in Metro Manila. Hybrid, full-time. Posted April 13, 2026.

- Company: Wing Assistant
- Location: Metro Manila
- Workplace: Hybrid
- Job type: Full-time
- Posted: 2026-04-13
- Apply: https://jobs.lever.co/getwingapp/a5a58b87-4f93-4e03-96c6-303ae1f9ad37/apply
- Source: https://jobmagic.ai/jobs/solutions-expert-wing-assistant-q3g977

## 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.

## Description

### **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.

### Key Responsibilities

**1. Client Auditing & Quality Assurance **

- **Sales Call Auditing:** Review all closed deals to identify solution opportunities based on deal value, client goals, VA alignment, and churn risk factors.

- **Deal Risk Management:** Flag vulnerable accounts early. Design and execute proactive engagement strategies to keep clients warm and confident through the transition.

- **Operational Diagnostics:** Perform deep audits (emails, tools, calendars, websites, social platforms) to uncover “invisible work” and redundant routines ready for systemization.

**2. Cross-Team Coordination & Pipeline Management **

- **Pipeline Tracking:** Communicate continuously with the **Customer Success Management (CSM)** and **Talent Acquisition (TA)** teams to monitor placement progress and operational readiness.

- **Momentum Maintenance:** Conduct strategic reach-outs to clients in motion between deal close and VA start date to maintain confidence and progress visibility.

- **Information Syncing:** Ensure all findings are shared back to internal partners, creating a consistent view of deal status and client expectations.

**3. Discovery & Work Extraction **

- **Live “Shadowing” Sessions:** Lead interactive sessions where you observe clients working via screen-share, narrate logic, and delegate documentation to the Bench VA in real time.

- **The “Reverse Interview”:** Identify the *real pain points* by asking, “What’s one task making you want to quit your job?” rather than waiting for a handover list.

- **Process Decomposition:** Convert messy routines, voice notes, or screen recordings into clean, logical Standard Operating Procedures (SOPs) that a VA can execute without ambiguity.

**4. Documentation & VA Enablement **

- **Findings Translation:** Convert discovery insights into digestible, trainable documentation for VAs to ensure alignment and readiness before account handoff.

- **Enablement Workflow:** Summarize findings → share with VA → host a follow-up call to clarify questions and ensure full understanding of task logic.

- **Bench Collaboration:** Work physically on the office floor with Bench VAs to ensure nuanced understanding of the client before “Go Live.”

**5. Systems Implementation & Operational Readiness **

- **Tech Setup:** Deploy the Wing Tech Stack (LastPass, Slack, project tools) to secure accounts and enable Day 1 operational smoothness.

- **Confidentiality Shielding:** Present Wing’s security protocols to reassure clients and encourage openness during system setup.

###

### Success Metrics

- **The 24-Hour Win:** Delivery of the first functional, approved SOP within 24 hours of the client deposit.

- **Retention Velocity:** Number of SOPs/tasks extracted and delegated within the first 7 days post-sale.

- **Churn Prevention Rate:** Percentage of clients who complete a shadowing session and remain engaged v/s going inactive pre-onboarding.

### 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.