Implementation Advisor

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HighLevel

WebsiteLinkedInAll Job Openings

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

• Position yourself as the subject matter expert on software business growth through effective use of technology • Implement software best practices and ensure adoption and success with HighLevel software • Create detailed onboarding playbooks and build relationships with customers • Listen to customer requirements and pain points and translate them into implementation plans • Develop, coordinate, and execute implementation, upgrade, and conversion project plans • Design, create, and manage applications and software integration/migration deployments • Manage project scope, plans, schedules, resources, milestones, and deliverables • Identify potential issues and develop contingency plans with leadership • Coordinate communication between departments and customer-facing personnel • Follow up with lagging or non-engaging accounts to support successful implementation • Assist with educational webinars and workshops • Advise customers on best practices, risks, and changes affecting processes and timelines • Lead consulting engagements throughout implementation and drive collaboration between internal teams and customers • Handle basic support requests during implementation • Monitor and exceed customer adoption and usage metrics, including renewals and net promoter scores • Update customer journey playbooks and improve onboarding delivery • Maintain product knowledge, provide ongoing education, and cross-train with other success functions • Perform other duties as business needs change

🎯 Requirements

• Associate degree or equivalent work experience • Minimum of two years of customer success, software implementation, consulting, or technical support experience • 2–3 years of experience using HighLevel or similar vertical solutions • Strong skills, tact, and diplomacy when handling sensitive customer issues • Exceptional follow-through and communication skills • Ability to handle multiple tasks in a fast-paced environment • Knowledge of internal systems such as HighLevel and Freshdesk preferred • Strong understanding and proficiency in software solutions and professional service offerings • 2+ years of customer consulting work experience preferred • 2+ years of marketing experience is a plus • Strong verbal, written, and presentation skills • IT technical skills and platform integrations • Experience managing a diverse group and training personnel according to company standards • Self-starter with ownership, assertive follow-through, and passion for customer satisfaction • Ability to handle ambiguity in a dynamic, fast-paced, collaborative environment • Strong analytical and organizational skills with superior attention to detail • Ability to produce high-quality documents, SOPs, and customer journey playbooks • Strong computer literacy, including MS Office Suite and internet applications