Solutions Engineer – Customer Success

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

📋 Description

• Take charge of intricate technical troubleshooting from initial discovery to resolution, encompassing root-cause analysis, testing, implementation, documentation, and follow-up.

• Deliver clear technical direction to team members via Loom, email, phone, or other effective communication channels.

• Collaborate with external partners and ensure accountability until resolution is achieved.

• Manage and provide support for the Accelerator technology environment, including GoHighLevel, HubSpot, Asana, and associated systems.

• Oversee relationships between HubSpot firms, orders, contracts, Asana implementation projects, and Accelerator member accounts.

• Execute approved account builds, updates, pauses, reactivations, migrations, and technical closeout activities.

• Diagnose issues related to workflows, pipelines, calendars, forms, permissions, and settings.

• Explore deliverability, phone/SMS, domains, DNS, integrations, and data-related problems.

• Offer limited support for relevant legacy platforms as assigned.

• Utilize AI and authorized integration tools to investigate issues, interpret errors, and fulfill member requests.

• Examine APIs, webhooks, authentication, logs, and field mappings.

• Coordinate complex development requirements and document outcomes and constraints.

• Safeguard confidential member information.

• Document recurring technical processes and knowledge for the benefit of team members.

• Recognize patterns and propose repeatable solutions, documentation, automation, or product enhancements.

⛳️ Requirements

• Practical experience in administering and troubleshooting GoHighLevel and HubSpot across multiple accounts.

• Familiarity with workflows, order forms, contracts, client records, and support tickets.

• Comprehension of workflows, pipelines, snapshots, calendars, forms, permissions, account configuration, and shared-system dependencies.

• Capability to articulate technical concepts in simple terms and guide clients through solutions on Loom or Zoom.

• Knowledge of APIs, webhooks, authentication, JSON, logs, data mapping, email, phone/SMS, DNS, and calendar integrations.

• Responsible usage of AI and authorized integration tools.

• Proficiency in documenting work, sharing knowledge, and ensuring follow-through.

• Willingness to have a minimum of 4 hours overlap with Pacific Time.

• Must be legally eligible to work in the U.S. without needing current or future sponsorship.

• Must currently reside physically in the United States.

• Ability to provide a personal computer and internet connection that meets minimum requirements, including at least 16GB RAM.

• Additional experience with law-firm or professional-services operations, estate planning, Keap, Lawmatics, Make, Zapier, n8n, data migrations, reconciliation, or basic JavaScript, TypeScript, or Python is a plus.

🏝️ Benefits

• 100% Remote Work.

• Comprehensive Benefits Package (Health, Dental, Vision).

• 401K Retirement Program.

• Flexible Paid Time Off.

• Opportunities for Career Growth and Leadership Development.

• Monthly internet/technology allowance as required by law.

• Required software and system access provided.

• Reimbursement for reasonable and necessary business expenses.

• Eligibility for overtime pay in accordance with applicable federal, state, and local laws.

• Reasonable accommodations for qualified individuals with disabilities.