Customer Success Advisor

6 months ago

Remote, India HighLevel Inc. Full time

**Who We Are**:
HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. Our goal as a business is to create a sustainable, powerful, “all things marketing” operating system that creates limitless opportunities for our customers. With over 20,000 customers, we need people like YOU to help us grow and scale even further in the coming years.

We currently have 300+ employees worldwide, working remotely as well as in our headquarters, which is located in Dallas, Texas.

**Who You Are**:
This role is 100% remote for residents of India.

**What You Will Be Doing**:

- 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.
- Implementation services are delivered within scope or manage any changes in project scope, identify potential issues and collaborate with leadership when needed, to develop contingency plans.
- 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

**What You'll Bring**:

- Associate degree or equivalent work experience and a minimum of two years of software implementation/consulting experience or technical support.
- 2-3 years of experience using HighLevel or other similar vertical solutions.
- Strong skills, tact and diplomacy in dealing with sensitive customer issues, with exceptional follow-through ability and communication skills.
- Ability to handle multiple tasks in a fast-paced environment.
- Knowledge of internal systems preferred (HighLevel, Freshdesk, etc.).
- 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 and written communication skills.
- IT technical skills and platform integrations.
- Experience in managing a diverse group and training each according to company standards.
- Great communication skills, verbal, written, and presentation capabilities with both customers and leadership.
- Self-starter, with a strong sense of ownership, assertive follow-through, and a passion for the highest level of customer satisfaction.
- Ability to handle the ambiguity that arises from time to time in a dynamic and fast-paced collaborative work environment.
- Strong analytical and organizational skills with superior attention to detail.
- Ability to produce high-quality documents, SOP’s and customer journey Playbooks.

  • Customer Success Advisor

    1 month ago

    Remote, India HighLevel Full time

    **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...

  • Customer Success Associate

    6 months ago

    Remote, India Wobot Intelligence Full time

    **Responsibilities**: - Own overall relationship with clients, including managing on-boarding, implementation, training, increasing adoption, and high levels of customer satisfaction - Establish a trusted and strategic advisor relationship to help drive the continued value of our product - Maintain and develop customer success strategies and best practices,...

  • Customer Success Intern

    6 months ago

    Remote, India Wobot Intelligence Full time

    Selected intern's day-to-day responsibilities include: 1. Own overall relationship with clients, including managing on-boarding, implementation, training, increasing adoption, and high levels of customer satisfaction 2. Establish a trusted and strategic advisor relationship to help drive the continued value of our product 3. Maintain and develop customer...

  • Customer Success Associate

    6 months ago

    Remote, India Wobot Intelligence Full time

    **_Responsibilities: _** - Own relationship with assigned clients, including onboarding, implementation, training etc. - Monitoring accounts to ensure a positive customer experience with the company’s products or services - Analyzing potential issues related to customer accounts and channelizing internally for a faster resolution. - Coordinating with other...

  • Customer Success Executive

    6 months ago

    Remote, India VMax Wellness Full time

    **Job description** **ROLE: Customer Success Executive Reports to - Manager Client Success and Quality** **Company Description**: VMax Wellness was founded with a vision to inspire and encourage people to adopt a healthy lifestyle. Our enthusiastic and knowledgeable team provides bespoke fitness and nutrition plans tailored to individual requirements, to...

  • Agri Advisor

    6 months ago

    Remote, India HEMIS AGRO AND GREEN ENERGY Full time

    **Job Title: Agricultural Advisor** **Company**: Hemis Agro **Location**: Remote **Job Type**: Full-Time, Work from Home Are you a seasoned agricultural expert with a passion for helping farmers succeed? We are seeking a knowledgeable and motivated Remote Agricultural Advisor to provide valuable insights and guidance to our clients from the comfort of...

  • Service Advisor

    6 months ago

    Remote, India Lakshmi Tata Full time

    What are the duties and responsibilities of a Service Advisor? A Service Advisor will have many duties depending on their location, but they commonly focus on answering customer questions, scheduling appointments and helping the customer determine what services they may need based on vehicle maintenance issues. The primary responsibility of a Customer...

  • Small Business Advisor

    6 months ago

    Remote, India Solstice solutions Full time

    silstic solutions hired SMALL BUSSINESS ADVISER For many business professionals, understanding the answer to "What is a business advisor" may be beneficial. A business advisor plays an important role in helping entrepreneurs make their businesses successful by providing them with effective strategies and solutions. They research market trends and customer...

  • Sales Advisor

    6 months ago

    Remote, India Kotik Foundation Full time

    Company: Kotik Foundation **Location**: Remote **Position**: Sales Advisor **Type**: Commission-Based About Kotik Foundation The Kotik Foundation is a non-profit organization dedicated to uplifting underprivileged communities through a range of support programs including healthcare, education, food security, and women’s health initiatives. Established...

  • Customer Support Advisor

    6 months ago

    Remote, India Brandwatch Full time

    Brandwatch, a Cision product, empowers over 5,000 of the world’s most admired companies to understand and engage with customers at the speed of social. Combining pioneering, AI-enriched digital consumer intelligence with industry-leading social media management tools, Brandwatch offers a complementary suite of specialized, best-in-class products and...

  • Business Advisor

    6 months ago

    Remote, India PEMS Digital technologies pvt ltd Full time

    We are a technology company based of Kerala, India. We are looking for mentors or advisors who can help us to grow. You will provide guidance, advice, business strategies and expertise to the team.Mentors/advisors will work closely with individuals or teams within our organization, offering insights, feedback, and support to enhance their performance and...

  • Female Advisor

    6 months ago

    Remote, India The Kara group Full time

    We are looking to hire an outgoing and customer-oriented sales advisor to drive sales and ensure that customers have a pleasant shopping experience. The sales advisor’s responsibilities include greeting customers upon their arrival, offering assistance, taking inventory of store products, and bagging customers' purchases. You should also be able to...

  • Customer Success Executive

    2 months ago

    Remote, India KonfHub Technologies Full time

    Remote Work Type: Full Time Job Title: Customer Success Executive Skills Required: 1. Excellent communication skills (both verbal and written). 2. Proficiency in design tools like Canva or any other similar software for creating visual content. 3. Problem-solving mindset and customer-oriented attitude. **Experience**: - 1+ year experience in a Community...

  • Customer Success Executive

    6 months ago

    Remote, India Attentive Full time

    **About Attentive.ai**: Attentive.ai is a fast-growing vertical SaaS start-up, funded by PeakXV (Surge), Infoedge and Vertex Ventures, that provides innovative software solutions for the landscape, paving & construction industries in the United States. Our mission is to help businesses in this space improve their operations and grow their revenue through our...

  • Customer Success Advocate

    5 months ago

    Remote, India OPENLEARNING GLOBAL (M) SDN BHD Full time

    The Customer Success Team plays a pivotal role in supporting partners while improving the learning experience for all on OpenLearning. As part of this team, the Customer Success Advocate provides timely technical support to our diverse user base. - **Role type**_ Contractor, 38 hours - **Reports to**_ Head of Customer Success - **Job location...

  • Sales Advisor

    2 months ago

    Remote, India Durga collection Full time

    Job Title: Sales Advisor (Work from Home) Company: Durga Collection (Remote) About Us: Durga Collection is a leading organization seeking a talented and enthusiastic Sales Advisor to join our team. Job Summary: We're looking for a fresher who is eager to learn and grow with our company. As a Sales Advisor, you will play a crucial role in supporting our...

  • Customer Success Associate

    6 months ago

    Remote, India Faptic Tech Full time

    **Role** Accelerate your development and exposure to high performance technology and client success practices. Join Faptic Technology, a fast-growing scale-up organization with an ambition to be recognized as one of the leading technology companies in the region. Our global client base needs Client Success support: Associates who love providing...

  • Life Insurance Advisor

    6 months ago

    Remote, India Max life insurance company limited Full time

    MAX LIFE INSURANCE CO LTD, 242, JITENDRA ENCLAVE RASH BEHARI Gariahat KOLKATA 700019. Role Description: MAXLIFE INSURANCE INTERNSHIP This is a part-time remote role for an Insurance Advisor. The Insurance Advisor will be responsible for providing insurance and financial advice to clients, identifying their needs and proposing suitable policies, and...

  • Risk Advisor

    6 months ago

    Remote, India Safe Securities Full time

    Our vision is to be the **Champions of a Safer Digital Future** and the **Champions of Change**. We believe in empowering individuals and teams with freedom and responsibility to align their goals such that we all row in the same direction. We are uncomfortably transparent, autonomous & accountable; we have zero tolerance for brilliant jerks; we have an...

  • Cap Advisor

    2 months ago

    Remote, India IQUE VENTURES Full time

    This is a full-time hybrid role for a CAP ADVISOR located in the Greater Bengaluru Area, with flexibility for remote work. The CAP ADVISOR will be responsible for Inside sales, customer service and Investment-related tasks to meet the needs of different segments of society. Pay: ₹8,000.00 - ₹15,000.00 per month Schedule: - Day shift Work Location:...