Customer Success Advisor

**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 marketing goals. We currently have 1000+ employees across 15 countries, working remotely as well as in our headquarters, which is located in Dallas, Texas. Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for our employees wherever they call home.

**YouTube Channel**:
**Our Customers**:
HighLevel serves a diverse customer base, including over 60K agencies & entrepreneurs and 450K million businesses globally. Our customers range from small and medium-sized businesses to enterprises, spanning various industries and sectors.

**Scale at HighLevel**:
We work at scale; our infrastructure handles around 3 Billion+ API hits & 2 Billion+ message events monthly and over 25M views of customer pages daily. We also handle over 80 Terabytes of data across 5 Databases.

**Who You Are**:
**Responsibilities**:

- 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, plans.
- Identify potential issues and collaborate with leadership when needed, to develop contingency
- 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

**Requirements**:

- Associate degree or equivalent work experience and a minimum of two years of Customer success/software implementation/consulting experience or technical support.
- 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
- IT technical skills and platform integrations.
- 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.

**EEO Statement**:
At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to perfo