Customer success advisor

Role & 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.
• Design, create and manage applications, and software integration/migration deployments.
• 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

Preferred candidate profile

• Fluency in Spanish and English is required
• Associate degree or equivalent work experience and a minimum of two years of Customer success/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, SOPs and customer journey Playbooks.
• Strong computer literacy, including MS Office Suite, Internet applications, and comfort and ability