
SaaS • Marketing • B2B
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.
September 13

SaaS • Marketing • B2B
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.
• Build and lead HighLevel’s Investor Relations function from the ground up, ensuring it scales effectively for a public company environment. • Develop and execute a comprehensive IR strategy to position HighLevel with institutional investors and the sell-side analyst community. • Drive consistent, transparent, and compelling communication of HighLevel’s business model, growth drivers, financial results, and strategic vision. • Partner with CFO, CEO, and Board on public company readiness, including messaging, disclosures, and analyst/investor engagement strategies. • Establish processes for earnings preparation, guidance frameworks, and investor communications, ensuring SEC disclosure compliance. • Serve as a key spokesperson for the company with investors, analysts, and other members of the financial community. • Build and maintain strong relationships with institutional investors and sell-side analysts; lead investor targeting, roadshows, conferences, and one-on-one meetings. • Prepare executives for investor interactions, including earnings calls, conferences, and Board-level investor updates. • Partner with CEO, CFO, and Communications/Marketing to craft a consistent, compelling company narrative and translate complex financial data into clear messaging. • Monitor industry, peer, and market trends; maintain understanding of investor sentiment, market dynamics, and competitive positioning and provide actionable feedback to leadership.
• 15+ years of experience in Investor Relations, Capital Markets, or related Finance/Communications roles. • Proven track record leading IR at a public company; public company readiness experience strongly preferred. • Strong credibility and relationships with institutional investors and sell-side analysts. • Deep knowledge of SaaS and usage-based business models, metrics, and financial performance drivers. • Expertise in SEC disclosure rules, earnings processes, and IR best practices. • Exceptional storytelling, presentation, and communication skills. • Executive presence with the ability to partner directly with the CEO, CFO, and Board. • Strategic mindset with hands-on ability to build IR infrastructure in a fast-paced, pre-IPO environment. • Strong analytical skills; ability to interpret financial results and translate into compelling messaging. • High integrity, sound judgment, and a passion for building long-term investor trust. • Initial public offering and roadshow preparation and execution experience is a significant plus.
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