Customer Success Concierge

Job Description

About Us

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.

Our People

With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

Our Impact

As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.

Learn more about us on our YouTube Channel or Blog Posts

Who you are:

You are looking for an opportunity to bring your customer centric approach and thinking to an impactful role that allows you to perform various administrative and support tasks, including answering customer emails, chats and text messages, scheduling customer meetings, greeting customers and managing our video conferencing community room/lobby, in addition to tracking and maintaining customer entry logs and call queues. You will be a client facing facilitator to our team for intake of customers and well as following our culture and performance standards

You are comfortable assisting team members in a high-performance, high-accountability environment, and will leverage your excellent communication skills and working knowledge of time management, organization and administrative skills to support our customers and teams

To be successful in this role, you will be confident, efficient, energetic, positive and optimistic while navigating a high-demand virtual room of customers and team members. You are the first impression for our customers to welcome, engage and field customer questions and inquiries directly to our representatives. Strong collaboration, time-management and prioritization skills are critical to the success of this role. At HighLevel, we require our team members to be on camera for all customer, peer and supervisor interactions

What You'll Be Doing

- Duties to include: greeting customers, updating the call queue, managing lobby, responding to SMS and email; in addition to building templated customer accounts information when needed
- Answers video calls, chats and emails and will schedule appointments with team members
- Organizes workflow and appointments by reading and routing correspondence, collecting customer information, and managing assignments to keep the team accountable via CRM
- Create best practices on waiting room etiquette and maintaining a great zoom room environment
- Enter data into spreadsheets or update office calendars
- Answer and route customer phone calls and oversee transfers
- Assist and send reviews for customers to complete and score/rate their customer experience
- Monitor and logging all systems and customer data to ensure they are up and running properly and timely service is provided
- Assisting and prioritizing at-risk and urgent customer needs in a quick fashion
- Responsible for pipeline organizing and creating task reminders for the team
- Increase your product knowledge and skills by participating in department meetings and trainings
- Other duties may be assigned and/or modified as business needs change

What You'll Bring

- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
- High school diploma or GED required
- Prior experience as a receptionist, scheduler, administrative/clerical assistant or relevant role preferred
- Knowledge of online calendars and scheduling (i.e. Google Calendar) preferred
- Experience answering high call volume calls and solving customer's needs preferred
- Excellent phone, email and instant messaging communication skills
- Organization skills to keep accurate records and find important information quickly
- Time management skills to prioritize and complete a side variety of tasks throughout the day in a fast-paced environment
- Patience and listening skills to respond appropriate and interact positively with customers
- Interpersonal skills to create a pleasant experience for all customers, such as being personable and attentive
- Emotional intelligence with the ability to adjust your communication style based on the nature of the call
- The ability to build lasting first impressions and relationships with customers
- Ability to work from home and camera ready, which requires a quiet workspace with little to no distractions
- Reliable high speed internet/wifi connection at home with little to no interruptions
- Availability to work a flexible schedule which may include mornings, nights, weekends, and holidays
- Knowledge of HighLevel products and services preferred
- Intermediate MAC computer skills including use of multiple monitors and applications
- Basic knowledge of the following applications preferred: Google Suite, Zoom, Slack, Excel, Spreadsheets, MAC, etc

Equal Employment Opportunity Information

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.