Client Operations Partner
Must-Have Requirements
- ✓Live client shadowing and extraction skills
- ✓Ability to convert workflows into SOPs
- ✓Fast execution within 48 hours
- ✓Strong organizational and process design abilities
- ✓Client-facing communication skills
Nice to Have
- -Experience with delegation and VA management
- -Digital audit capabilities
- -Experience with productivity tools and workflows
Description
Busy clients don’t go MIA because they don’t want help - they disappear because managing help feels like more work.
The "Client Operations Partner" exists to eliminate that friction. Your job is to step into a client’s day, identify the work they shouldn’t be doing, and extract it quickly and confidently. Through live shadowing sessions, digital audits, and close collaboration with our in-office VA Bench, you turn messy routines into delegated systems — often within 48 hours of signup.
This is a hands-on, client-facing operator role for people who enjoy moving fast, leading conversations, and turning ambiguity into action.
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