Customer Success Manager

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🔥 7 minutes ago

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HighLevel

201 - 500 employees

Founded 2018

💼 Consulting

📦 Logistics

☁️ SaaS

💰 Series A on 2021-11

Consulting • Logistics • SaaS

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.

📋 Description

• Conduct regular check-ins, quarterly business reviews, and account audits for high-value customers to assess needs, drive satisfaction, and ensure retention • Build and manage relationships with high-ticket customers by setting clear expectations, addressing challenges, and delivering tailored solutions • Lead and execute on-time client implementations while ensuring seamless onboarding and integration • Communicate best practices, strategies, and product insights to clients and internal teams to optimize customer success • Act as a liaison for customer feedback, translating business needs and product requirements into actionable solutions • Collaborate with internal teams to align processes and meet customer expectations • Configure, test, and validate customer accounts • Share knowledge and updates on customer engagements within the Customer Success team • Adapt to product updates, feature releases, and changes, providing strategic communication to stakeholders • Identify missed opportunities, drive product adoption, and maximize customer value through proactive training and support • Consult clients on feature roadmaps and product enhancements • Identify opportunities to improve processes, enhance revenue, and boost product efficiency • Develop workable technical solutions aligned with customer goals • Resolve issues and risks through cross-functional collaboration • Maintain product expertise and educate customers on features and functionality • Complete short-turnaround projects under tight deadlines • Continuously improve customer relationship management processes • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree or equivalent SaaS experience is strongly preferred • At least 5 years of experience in a customer-facing and/or implementation role, preferably within a SaaS organization • Prior experience using HighLevel or similar vertical solutions preferred • Proficiency in MS Office, Google Suite, Zoom, and Slack strongly preferred • Excellent time management and organizational abilities • Exceptional verbal and written interpersonal communication skills • Self-motivated and proactive in maintaining regular communication with customers, management, and peers • Strong critical thinking, effective communication, and creative problem-solving skills • Ability to manage sensitive customer issues with professionalism, tact, and diplomacy • Self-starter with a positive attitude, strong ownership, and commitment to personal and professional growth • Ability to multitask and navigate ambiguity in a fast-paced, collaborative workplace • Highly organized, able to balance multiple responsibilities, meet deadlines, and maintain attention to detail

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