Job Description
About the Role
The Solutions Expert/Operations Lead is the Work Extractor. Their primary goal is to eliminate the Management Burden that causes busy clients to go MIA. You don't wait for instructions; you hunt for work. By performing digital audits, leading live shadowing sessions, and collaborating with the office-based Bench, you transform a client’s messy daily routine into a streamlined, delegated machine within 48 hours of sign‑up.
Key Responsibilities
- 1. Live Work Extraction & Shadowing
- The 15-Minute Shadow: Lead high‑intensity onboarding calls where you watch the client work via screen‑share. You narrate the logic while a Bench VA live‑scribes the SOP in real‑time.
- The Reverse Interview: Instead of asking What do you want to delegate?, you ask What is the one task making you want to quit your job? to identify immediate pain points.
- Process Decomposition: Translate brain‑...
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