Client Matching Specialist

Job description

Wing Assistant places contractors across 25+ role types — GVAs, EAs, SDRs, CSRs, and more — for clients across the Philippines, LATAM, and global markets. Internal coordination runs through Discord as the single source of truth: pre-demo requests, mid-call heads-up, post-demo handoffs, and ongoing status all live in one place, so nothing gets lost between people. This isn't a role for someone who wants a well-worn script. The accelerated process rewards judgment — reading a client in real time, reading a candidate's fit on the fly, and knowing when to move before the moment closes. The Account Placement Specialist is responsible for managing the end-to-end client engagement process at Wing Assistant. ### You'll Own - Understand potential customer input through intake forms and quickly leverage on organization-wide ATS systems to find candidates that match the skillset- interview candidates to ensure fit for what potential client is looking for - Discovery & demo: Run full discovery calls and qualify what the client actually needs, then present Wing's value and bring live, vetted candidates directly into the call — real people, no recordings, no async profiles. - The close: Read the room and close while interest is highest — propose next steps before the call ends, and formalize the deal in Discord/JRF within 30–60 minutes. - Candidate bench: Keep the idle-pool current and taggable by role, industry, and availability, so you can pull 2–3 credible matches from a loose brief with 10–30 minutes' notice. - Flake-proofing: Confirm candidate availability at T-24h and again at T-30min; always have a backup identified before the call, not after someone drops out. - Post-close: Finalize compliance and formal matching once a deal closes, and keep CSM/TA aligned on onboarding status in real time. ### Must Haves - Has personally run outbound/discovery through to close — not just handed off qualified leads - Recruiting or sourcing experience with genuine same-day turnaround, not multiday pipelines - Comfortable improvising live — can steer a call and brief a candidate in 10–15 minutes on the spot - Fast and responsive by nature — minutes, not hours, is this role's working speed ### Nice to Have - Staffing, recruiting, or B2B services sales background - Already comfortable working async-first in Discord/Slack as the source of truth - History of maintaining a “warm bench” of backup candidates proactively - Track record of anticipating problems (candidate no-shows, client cold feet) before they happen