Post-Sales Operations Lead
Getwingapp
Posted: April 13, 2026
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Quick Summary
As a Post-Sales Operations Lead, you will be responsible for connecting clients with our service delivery team, ensuring seamless handover, and setting up clear workflows for Virtual Assistants (VAs).
Job Description
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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.
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Identify risks early and help prevent client drop-off.
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Audit client tools, files, and routines to find tasks that a VA can take over.
2. Coordination & Communication
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Work closely with the Customer Success and Talent Acquisition teams to track client progress.
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Maintain regular contact with clients between deal close and VA start date.
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Keep all internal teams updated so everyone knows what’s happening with each client.
3. Discovery & Work Extraction
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Lead “shadowing sessions” to watch how clients work and identify which tasks to systemize.
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Ask the right questions to uncover real time-consuming tasks and priorities.
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Turn rough notes or recordings into clear SOPs (Standard Operating Procedures) for VAs.
4. Documentation & Handoff
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Turn your findings into concise, easy-to-follow documentation for the assigned VA.
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Review the materials with the VA to make sure everything is understood before launch.
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Collaborate with Bench VAs in the office to prepare for client “Go Live.”
5. Systems & Process Setup
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Set up tools like LastPass, Slack, and other project management apps for smooth Day 1 operations.
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Reassure clients about data security and confidentiality practices.
Success Indicators
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First SOP ready within 24 hours after client payment.
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Task extraction completed within 7 days of sale.
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High client retention before and after VA onboarding.
Qualifications
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Strong understanding of business workflows and task delegation.
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Skilled with Google Workspace, Slack, and project tools (Trello, Asana, ClickUp, etc.).
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Excellent communication and problem-solving skills.
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Able to work with different teams and handle multiple projects at once.