Trial Experience Operations Coordinator

6 days ago

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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

• 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. • Currently has 1000+ team members across 15 countries, working remotely as well as in Dallas, Texas. • This position coordinates leadership objectives for the Trial Experience Team and manages the technological requirements. • Responsible for documentation of technological processes through maintaining field definition workbooks and internal technical manuals.

🎯 Requirements

• Associate’s degree or equivalent work experience and a minimum of two years in software Project Management/consulting experience or technical support. • Atleast 2 years of experience in an Operations role in the SaaS/Marketing/SMB space • Knowledge of internal systems preferred (HighLevel App, ClickUp, Zapier, Freshworks Suite, Zoom, etc.). • Ability to produce high-quality documents and SOPs that provide insight into the change management procedures for all company departments involved • Strong understanding and proficiency in software solutions and professional service offerings • Ability to handle the ambiguity that arises from time to time in a dynamic and fast-paced collaborative work environment • Prior experience utilizing various software integrations (Zapier, Freshworks, ClickUp, HighLevel, etc.). • Experience with Excel and/or Google Sheets at an advanced level • Strong interpersonal communication skills • Ability to collect, report, and assess data from various sources • Strong analytical and organizational skills with superior attention to detail. • Ability to handle multiple tasks in a fast-paced environment. • A basic to advanced understanding of CSS, HTML, and/or API is not required for the position; however, it is a major plus for applicants of this role. • Strong analytical skills, with a demonstrated ability to use data and AI to generate actionable business insights • Familiarity with AI-driven trial experience tools and platforms, such as AI-based CRMs, chatbots, and automated customer engagement solutions • Proven experience with data analysis and reporting tools (e.g., Tableau, Power BI, SQL) to leverage customer data for insights.