Customer Success Advisor

January 25

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HighLevel

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HighLevel is an all-in-one marketing and sales platform designed to help businesses grow and succeed. The platform consolidates various marketing tools into a single solution, providing features such as lead capture through landing pages, surveys, forms, and calendars, as well as tools for nurturing leads via automated messaging across multiple channels including phone, SMS, email, and social media. HighLevel offers customizable solutions like online appointment scheduling, multi-channel follow-up campaigns, and pipeline management. Additionally, businesses can build websites, funnels, and landing pages using the intuitive page builder. HighLevel supports integrating with existing systems via API, and offers a membership platform for community building and course management. The platform is targeted towards marketers and offers white-labeling options for businesses to brand the software as their own. With a community-driven development approach and award-winning support, HighLevel is focused on empowering businesses to streamline their operations and enhance their marketing efficiencies.

SaaS • Marketing • Advertising • CRM

201 - 500 employees

Founded 2018

☁️ SaaS

🤝 B2B

💰 Series A on 2021-11

📋 Description

• About HighLevel: • HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. • With a focus on streamlining marketing efforts and providing comprehensive solutions, HighLevel helps businesses of all sizes achieve their marketing goals. • We currently have 1000+ employees across 15 countries, working remotely as well as in our headquarters, which is located in Dallas, Texas. • Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for our employees wherever they call home. • Our Customers: • HighLevel serves a diverse customer base, including over 60K agencies & entrepreneurs and 450K million businesses globally. • Our customers range from small and medium-sized businesses to enterprises, spanning various industries and sectors. • Scale at HighLevel: • We work at scale; our infrastructure handles around 3 Billion+ API hits & 2 Billion+ message events monthly and over 25M views of customer pages daily. • We also handle over 80 Terabytes of data across 5 Databases. • Who You Are: • As an Advisor your sole responsibility is positioning yourself as the subject matter expert on software business growth through the effective use of technology. • The Advisor utilizes their expertise in business process/change management and software technologies by implementing software best practices and ensuring adoption and success with HighLevel software. • Including detailed onboarding playbooks and building relationships with customers, business needs, and company.

🎯 Requirements

• Listen and fully understand customer requirements and ‘pain points’ and translate customer requirements into implementation plans. • Develop, coordinate, and execute implementation/upgrade/conversion project plans, task schedules, and resource activities to ensure on-time and effective project delivery. • Design, create and manage applications, and software integration/migration deployments. • Implementation services are delivered within scope or manage any changes in project scope, plans. • Identify potential issues and collaborate with leadership when needed, to develop contingency. • Working with other departments and personnel to ensure information on customer needs are communicated. • Follow up relentlessly with lagging or non-engaging accounts to ensure they implement HighLevel successfully in their business. • Assist in Educational webinars, workshops, and more. • Staying up to date with product features and releases. • Identifies opportunities to streamline procedures, enhance revenue and improve product efficiency. • Updates customer journey playbooks. • Demonstrate technical acumen to convert plans into workable solutions. • Communicate a passion for customer success with a team player attitude. • Monitor, anticipate, and exceed customer adoption and usage metrics (i.e., renewals and net promoter scores). • Conduct analysis of approved customer content and create a transition plan or migration plan. • Advise customers on best practices, risks, and changes that impact institutional processes and timelines. • Responsible for driving consulting milestones and achieving the agreed-upon implementation schedule. • Provide guidance to customers to address critical and/or outstanding issues impacting the successful Implementation. • Actively lead the consulting engagement throughout the implementation. • Drive collaboration between internal functional teams and customers to achieve milestones and deliverables. • Handle basic support requests during the implementation phase. • Develop a strong rapport with new accounts to ensure they are enthusiastic about HighLevel and set up for long-term success. • Always looking for ways to improve our onboarding delivery. • Maintain product knowledge and consistent education. • Cross-training with other success functions. • Other duties may be assigned and/or modified as business needs change.