Client Matching Specialist

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.

• 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.

• 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

• 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

Originally posted on Himalayas