Solutions Expert
Posted 13 Apr 2026
BranchFactor Summary
The original posting with the fluff stripped out
- Management level
- Individual contributor
- Employment
- Hybrid
- Contract
- Full-time
No salary listed for this role.
About the Role
The Solutions Expert is the bridge between Sales and Service Delivery - the “Work Extractor” who captures value from deals right after a client deposits and before a Virtual Assistant (VA) is fully onboarded.
Your mission: prevent client drop-off, maintain post-sale momentum, and transform unclear goals into executable systems. You don’t wait for instructions — you hunt for clarity. Through discovery, auditing, and collaboration, you turn chaos into a ready-to-deploy workflow in record time.
You ensure every client feels supported, every VA is informed, and every deal transitions seamlessly from excitement to execution — all within the crucial first two weeks.
🎯 Strategic Purpose
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Act as a buffer between client deposit and VA onboarding.
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Prevent churn by maintaining engagement during the onboarding gap.
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Provide psychological reassurance through expert, high-touch interactions.
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Build the bridge between Sales wins and operational execution, ensuring Day 1 readiness.
Key Responsibilities
1. Client Auditing & Quality Assurance
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Sales Call Auditing: Review all closed deals to identify solution opportunities based on deal value, client goals, VA alignment, and churn risk factors.
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Deal Risk Management: Flag vulnerable accounts early. Design and execute proactive engagement strategies to keep clients warm and confident through the transition.
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Operational Diagnostics: Perform deep audits (emails, tools, calendars, websites, social platforms) to uncover “invisible work” and redundant routines ready for systemization.
2. Cross-Team Coordination & Pipeline Management
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Pipeline Tracking: Communicate continuously with the Customer Success Management (CSM) and Talent Acquisition (TA) teams to monitor placement progress and operational readiness.
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Momentum Maintenance: Conduct strategic reach-outs to clients in motion between deal close and VA start date to maintain confidence and progress visibility.
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Information Syncing: Ensure all findings are shared back to internal partners, creating a consistent view of deal status and client expectations.