HighLevel · 2 months ago
Implementation Advisor
United States
Full-time
Remote
Entry, Mid Level
2+ years expHighLevel 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. As an Implementation Advisor, you will be responsible for positioning yourself as the subject matter expert on software business growth through the effective use of technology, ensuring successful adoption and implementation of HighLevel software for customers.
AdvertisingCRME-Commerce PlatformsMarketing
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
Qualification
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
Strong understanding and proficiency in software solutions and professional service offerings
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
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
Strong computer literacy, including MS Office Suite, Internet applications, and comfort and ability
Preferred
Knowledge of internal systems preferred (HighLevel, Freshdesk, etc.)
2+ years of customer consulting work experience preferred
2+ years of marketing experience is a plus!
Company
HighLevel
HighLevel is a marketing and advertising platform that captures message leads via voicemail, SMS, emails, FB messenger, and more.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$60MKey Investors
General AtlanticPeakequity
2024-04-11Private Equity
2021-11-04Private Equity· $60M
Leadership Team
Varun Vairavan
Co-Founder
Joyce Boss
Chief Financial Officer
Recent News
bloomberglaw.com
2025-12-10
EIN Presswire
2025-12-02
2025-11-28
Company data provided by crunchbase