Client Matching Specialist
Required skills
- outbound
- discovery
- close
- candidate bench
- flake-proofing
- compliance
- matching
- ATS
- Discord
- same-day turnaround
Role summary
Wing Assistant is seeking a Client Matching Specialist to connect clients with contractors across various roles. This remote position involves understanding client needs, sourcing and interviewing candidates using ATS systems, conducting discovery calls, presenting Wing's value, and closing deals. The specialist will maintain a current candidate bench, ensure candidate availability, and manage post-close compliance. The role requires a background in staffing, recruiting, or B2B sales, comfort with async-first communication in Discord, a history of proactive candidate management, and the ability to anticipate problems. Speed and responsiveness are critical, with an emphasis on same-day turnaround and improvisational skills during live calls.
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
