Customer Success Advisor

About UsHighLevel 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. We are proud to support a global and growing community of over 2 million businesses, from marketing agencies to entrepreneurs to small businesses and beyond. Our platform empowers users across industries to streamline operations, drive growth, and crush their goals.
HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our PeopleWith 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 ImpactEvery month, 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. 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:As an Advisor your sole responsibility is positioning yourself as the subject matter expert on software business growth through the effective use of technology. The Advisor utilizes their expertise in business process/change management and software technologies by implementing software best practices and ensuring adoption and success with HighLevel software. Including detailed onboarding playbooks and building relationships with customers, business needs, and company.

Requirements:

• 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

Responsibilities:

• As