Client Operations Partner working to eliminate friction for busy clients. Lead shadowing sessions and convert workflows into effective delegated systems.
Responsibilities
Lead live client shadowing sessions to extract work in real time
Identify high-pain, high-impact tasks without waiting for client direction
Convert messy workflows, brain dumps, and recordings into clean SOPs
Audit inboxes, calendars, and digital tools to uncover instant delegation wins
Deliver the first functional SOP within 48 hours of client onboarding
Work in-office with Bench VAs to ensure tight handoff and execution
Turn Looms, voice notes, and messages into clear, executable tasks
Maintain client trust around access, security, and managed-office workflows
Own early client outcomes, speed, and momentum end-to-end
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