Customer Success Advisor

hace 5 meses


Desde casa, México HighLevel A tiempo completo

**Who We Are**:
HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. Our goal as a business is to create a sustainable, powerful, “all things marketing” operating system that creates limitless opportunities for our customers. With over 20,000 customers, we need people like YOU to help us grow and scale even further in the coming years.

We currently have 300+ employees worldwide, working remotely as well as in our headquarters, which is located in Dallas, Texas.

**Who You Are**:
**This role is 100% remote for residents of Mexico.**

**What You Will Be Doing**:

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

**What You Bring**:

- Associates degree or equivalent work experience and minimum of two years 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 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, SOP’s and customer journey Playbooks.
- Strong problem-solving skills.

**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 performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way

Pay: From $200.00 per hour

Work Location: Remote



  • Desde casa, México HighLevel Inc. A tiempo completo

    **This role is 100% remote for residents of Mexico.** **Who We Are**: HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. Our goal as a business is to create a sustainable, powerful, “all things marketing” operating system that creates limitless opportunities for our customers. With over 20,000 customers, we need...


  • Desde casa, México HighLevel Inc. A tiempo completo

    Who We Are: HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. Our goal as a business is to create a sustainable, powerful, “all things marketing” operating system that creates limitless opportunities for our customers. With over 20,000 customers, we need people like YOU to help us grow and scale even further in the...


  • Desde casa, México ChiroQueens A tiempo completo

    Company Overview: ChiroQueens.io is a leading marketing agency that provides Lead management & appointment booking. We pride ourselves on delivering exceptional customer experiences and cultivating long-term relationships with our clients. As we continue to expand, we are seeking a highly motivated and talented Senior Customer Success Manager (CSM) to join...


  • Desde casa, México Altair Engineering A tiempo completo

    **Transforming the Future with the Convergence of Simulation and Data** **Customer Success Manager (Data Analytics)** Do you like a challenge, are you a complex thinker who likes to solve problems? If so, then you might be the new Altairian we are searching for. At Altair, your curiosity matters. We pride ourselves on a business culture that enables open,...


  • Desde casa, México Cloud Software Group A tiempo completo

    **Overview**: The Jaspersoft Customer Success team is committed to reaching beyond the boundaries of traditional support by intentionally growing mutually beneficial relationships with our clients, and we do this through active engagement to better understand their unique projects and partner with them to enhance their abilities/enable success with our...


  • Desde casa, México Trellix A tiempo completo

    **_Role Overview:_** The Customer Success Manager (CSM) is responsible for driving customer loyalty, adoption, and implementation of Trellix Solutions. The CSM must be comfortable consulting with customers at every level with the ability to articulate the value of Trellix solutions and services that inspires the adoption of solutions, services, educational...


  • Desde casa, México Voice123 A tiempo completo

    Customer Success Associate - Full time We're crafting the future of the voice-over industry and were currently looking for a full-time Customer Success Associate who'll help look after Voice123's global user base of voice actors and clients! So, are you comfortable working in a highly-efficient and fast-paced technology environment? Then this is a fantastic...


  • Desde casa, México dLocal A tiempo completo

    **What’s the opportunity?** We are looking for a Customer Success Manager who will be responsible for developing long-term relationships with our customers. **What will I be doing?**: - Working with both our internal teams as well as clients. - Provide “voice of customer feedback” to internal DLOCAL teams. - Develop effective long-term key customer...


  • Desde casa, México Hire Latam LLC A tiempo completo

    **HireLatam is a premier recruitment agency that connects exceptional talent in Latin America with outstanding opportunities in the United States. **With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in...


  • Desde casa, México Qualifinds A tiempo completo

    The Customer Success Manager will ensure the satisfaction and success of our clients. We are seeking someone with a focus on customer service and a financial background, oriented towards results and detail-oriented. As a Customer Success Manager, your main objective will be to establish strong and lasting relationships with clients, aiming for the retention...

  • Customer Success

    hace 5 meses


    Desde casa, México Ventura Tec A tiempo completo

    Our client is a well-established Social Media Manager Saas platform based in California. They provide a complete and user-friendly solution to engage, monitor, and grow their customer's audience on multiple social networks. We are looking for a **Customer Success** professional with a **Sales** mindset. You will be responsible for approaching potential...


  • Desde casa, México Ueni Ltd A tiempo completo

    The Customer Experience Manager will drive customer satisfaction, retention, and growth for our SaaS subscription service. He or she will use user-interaction data to define the most effective customer success playbook to improve the customer experience and reduce churn. The primary objectives of this role will be to leverage the team to improve customer...


  • Desde casa, México JAST Media A tiempo completo

    We are seeking a talented and motivated Customer Success Manager to lead our efforts in ensuring the success and satisfaction of our customers. In this role, you will be the primary point of contact for our clients, working closely with them to understand their needs, address concerns, and maximize the value they receive from our...


  • Desde casa, México Higlobe, Inc A tiempo completo

    **About Higlobe** We are an international payment platform that moves money instantly and with zero transaction fees. Our product is specifically designed for international professionals; overseas freelancers, contractors and independent workers with US business clients. We understand that having an easy payment method can bring more jobs and opportunities...


  • Desde casa, México Absolute Software A tiempo completo

    As a Customer Success Agent at Absolute, you are front and center with our customers, helping them achieve their goals and ensuring value driven engagements. You are highly organized with excellent interpersonal skills, a passion for technology and a strong customer focused approach. Building strong customer relationships, you regularly engage with...


  • Desde casa, México WW AA A tiempo completo

    **Customer Success Manager** **The Customer Success team helps the Wise Athena customers achieve value from ATHENA and our services and facilitates product adoption. This results in loyalty and therefore long-term customer retention.** **Our Customer Success Manager is responsible to ensure the success of our clients, always helping them to become...


  • Desde casa, México Zendesk A tiempo completo

    Job Description We are looking for a highly driven and motivated individual who is passionate about building strong relationships and providing a best-in-class customer experience. Our Customer Success Managers (CSM) consult on a spectrum of Customer Support/Experience (CX) and Employee Experience (EX) solutions from the Zendesk SaaS suite with a wide...


  • Desde casa, México Divelement Web Services A tiempo completo

    (Remote) (Fluent in English) JOB SUMMARY Divelement is a strategic technical partner to clients. We collaborate with like-minded organizations to build and develop technologies, bringing vision to reality. The Customer Success Manager is an integral addition to Divelement’s mighty team; they are the bridge between Revenue and Delivery operations. The...


  • Desde casa, México Ailet A tiempo completo

    Customer Success Manager (Account) Required work experience: From 2 years Full time, remote work **About the company** We’re Ailet, a leading tech company providing high-tech services to the FMCG/Retail sector using image recognition technologies to boost sales efficiency. Our solutions grant real-time measurements of the most relevant shelf...

  • Customer Success

    hace 5 meses


    Desde casa, México KRC HUMAN CONSULTING A tiempo completo

    **CWP extends SAP EAM and Supply Chain functionality with pre-packaged, natively built mobile apps, certified by SAP and developed with UX principles.** **Requirements**: - Bachelor's degree in business, marketing, or a related field. **-Knowledge of industrial SaaS platforms and related industries is preferred.** **-7+ years of experience in pre-sales,...