Implementation Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish yourself as the expert in software business development through the strategic application of technology.

• Execute best practices in software utilization and ensure the successful adoption of HighLevel software.

• Create comprehensive onboarding playbooks and cultivate strong relationships with clients.

• Understand customer needs and challenges, translating them into actionable implementation strategies.

• Plan, coordinate, and manage implementation, upgrade, and conversion projects.

• Design, develop, and oversee application integration or migration deployments.

• Administer project scope, plans, timelines, resources, milestones, and deliverables.

• Identify potential challenges and collaborate with leadership to formulate contingency plans.

• Synchronize customer requirements and information across various departments.

• Follow up with accounts that are lagging or disengaged to ensure successful implementation.

• Contribute to educational webinars and workshops.

• Keep abreast of product features and updates.

• Optimize processes, enhance revenue, and improve product efficiency.

• Revise customer journey playbooks as needed.

• Transform plans into practical solutions utilizing technical expertise.

• Monitor, anticipate, and surpass customer adoption and usage metrics, including renewals and net promoter scores.

• Evaluate customer content and develop transition or migration strategies.

• Advise clients on best practices, risks, and changes impacting processes and timelines.

• Lead consulting initiatives throughout implementation and achieve consulting milestones.

• Offer insights on critical or unresolved implementation challenges.

• Foster collaboration between internal functional teams and clients.

• Address basic support inquiries during implementation.

• Build strong relationships with new accounts to ensure long-term success.

• Enhance onboarding delivery, maintain product knowledge, and engage in cross-training activities.

• Perform additional responsibilities as business needs evolve.

⛳️ Requirements

• Associate degree or equivalent professional experience.

• At least two years of experience in customer success, software implementation, consulting, or technical support.

• 2–3 years of experience with HighLevel or comparable vertical solutions.

• Excellent skills in tact, diplomacy, follow-through, and communication when addressing sensitive customer matters.

• Ability to manage multiple tasks in a fast-paced setting.

• Familiarity with internal systems such as HighLevel and Freshdesk is preferred.

• Strong understanding and proficiency in software solutions and professional service offerings.

• Preferred: 2+ years of experience in customer consulting.

• Preferred: 2+ years of marketing experience.

• Exceptional verbal, written, and presentation abilities.

• IT technical skills and experience with platform integrations.

• Experience in managing and training diverse teams according to company standards.

• Self-motivated with a strong sense of ownership, assertive follow-through, and dedication to customer satisfaction.

• Capability to navigate ambiguity in a dynamic, fast-paced, collaborative environment.

• Strong analytical and organizational skills with a keen attention to detail.

• Ability to create high-quality documents, SOPs, and customer journey playbooks.

• Proficient computer skills, including MS Office Suite and internet applications.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work hours and remote work options.

• Supportive team environment and culture.

• Competitive salary and performance-based incentives.