Business Process Optimization Lead at a corporate level identifying and eliminating management burdens for clients. Turning messy routines into streamlined operations with fast execution.
Responsibilities
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-dumps" and messy screen recordings into clean, logic-based Standard Operating Procedures (SOPs).
Sent Folder Deep-Dives: Perform "Zero-Effort Extractions" by reviewing client emails to identify repetitive tasks (scheduling, invoicing, follow-ups) that can be offloaded instantly.
Digital Footprint Diagnostics: Audit the client's website, socials, and calendars to find "invisible work" (e.g., broken links, unoptimized schedules) to present as proactive "Quick Wins."
Tool Implementation: Set up the "Wing Tech Stack" (LastPass, Slack, Project Management boards) to ensure secure, Day-1 operational readiness.
The "Bench-Build" Bridge: Work physically on the office floor with Bench VAs. You are responsible for ensuring the VA understands the client's nuances before the account "Goes Live."
Asynchronous Capture: Manage the "Loom-and-Leave" and "Voice-to-Task" channels, turning client videos and voice notes into formal, executable tasks for the team.
Confidentiality Shielding: Act as the first point of contact for security, pitching our "Managed Office" protocols to nervous clients to ensure they feel safe sharing access.
Requirements
Business Intuition: Ability to look at a CEO’s messy calendar and immediately see 5 things a VA can do.
High Technical Literacy: Mastery of G-Suite, Slack, and PM tools (Asana, Trello, ClickUp, etc.).
Consultative Presence: High EQ and "Command of the Room" to guide busy, stressed executives through a 15-minute sprint.
In-Office Requirement: You must be physically on the floor to lead the Bench VAs during live sessions.
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