Post-Sales Operations Lead
About the Role
The Post-Sales Operations Lead connects the Sales team with Service Delivery. You step in right after a client signs up and make sure their handover to a Virtual Assistant (VA) goes smoothly. Your job is to keep the client engaged, set up clear systems, and ensure work is ready for the VA — all within the first two weeks.
You keep clients confident, make sure VAs are fully prepared, and turn unclear tasks into clear workflows.
Key Responsibilities
1. Client Review & Onboarding Readiness
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Review closed deals to understand the client’s goals, business type, and possible challenges.
-
Identify risks early and help prevent client drop-off.
-
Audit client tools, files, and routines to find tasks that a VA can take over.
2. Coordination & Communication
-
Work closely with the Customer Success and Talent Acquisition teams to track client progress.
-
Maintain regular contact with clients between deal close and VA start date.
-
Keep all internal teams updated so everyone knows what’s happening with each client.
3. Discovery & Work Extraction
-
Lead “shadowing sessions” to watch how clients work and identify which tasks to systemize.
-
Ask the right questions to uncover real time-consuming tasks and priorities.
-
Turn rough notes or recordings into clear SOPs (Standard Operating Procedures) for VAs.
4. Documentation & Handoff
-
Turn your findings into concise, easy-to-follow documentation for the assigned VA.
-
Review the materials with the VA to make sure everything is understood before launch.
-
Collaborate with Bench VAs in the office to prepare for client “Go Live.”
5. Systems & Process Setup
-
Set up tools like LastPass, Slack, and other project management apps for smooth Day 1 operations.
-
Reassure clients about data security and confidentiality practices.
Success Indicators
-
First SOP ready within 24 hours after client payment.
-
Task extraction completed within 7 days of sale.
-
High client retention before and after VA onboarding.
Qualifications
-
Strong understanding of business workflows and task delegation.
-
Skilled with Google Workspace, Slack, and project tools (Trello, Asana, ClickUp, etc.).
-
Excellent communication and problem-solving skills.
-
Able to work with different teams and handle multiple projects at once.
About the Role
The Post-Sales Operations Lead connects the Sales team with Service Delivery. You step in right after a client signs up and make sure their handover to a Virtual Assistant (VA) goes smoothly. Your job is to keep the client engaged, set up clear systems, and ensure work is ready for the VA — all within the first two weeks.
You keep clients confident, make sure VAs are fully prepared, and turn unclear tasks into clear workflows.
Key Responsibilities
1. Client Review & Onboarding Readiness
-
Review closed deals to understand the client’s goals, business type, and possible challenges.
-
Identify risks early and help prevent client drop-off.
-
Audit client tools, files, and routines to find tasks that a VA can take over.
2. Coordination & Communication
-
Work closely with the Customer Success and Talent Acquisition teams to track client progress.
-
Maintain regular contact with clients between deal close and VA start date.
-
Keep all internal teams updated so everyone knows what’s happening with each client.
3. Discovery & Work Extraction
-
Lead “shadowing sessions” to watch how clients work and identify which tasks to systemize.
-
Ask the right questions to uncover real time-consuming tasks and priorities.
-
Turn rough notes or recordings into clear SOPs (Standard Operating Procedures) for VAs.
4. Documentation & Handoff
-
Turn your findings into concise, easy-to-follow documentation for the assigned VA.
-
Review the materials with the VA to make sure everything is understood before launch.
-
Collaborate with Bench VAs in the office to prepare for client “Go Live.”
5. Systems & Process Setup
-
Set up tools like LastPass, Slack, and other project management apps for smooth Day 1 operations.
-
Reassure clients about data security and confidentiality practices.
Success Indicators
-
First SOP ready within 24 hours after client payment.
-
Task extraction completed within 7 days of sale.
-
High client retention before and after VA onboarding.
Qualifications
-
Strong understanding of business workflows and task delegation.
-
Skilled with Google Workspace, Slack, and project tools (Trello, Asana, ClickUp, etc.).
-
Excellent communication and problem-solving skills.
-
Able to work with different teams and handle multiple projects at once.
