Customer Success Advisor at HighLevel Inc. · Remote only · 1 - 3 years · Profitable · Remote only · Posted 29 Oct 2024

About HighLevel:
HighLevel 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. With a focus on streamlining marketing efforts and providing comprehensive solutions, HighLevel helps businesses of all sizes achieve their marketing goals. We currently have 1000+ employees across 15 countries, working remotely as well as in our headquarters, which is located in Dallas, Texas. Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for our employees wherever they call home.
Our Website - https://www.gohighlevel.com/
YouTube Channel- https://www.youtube.com/channel/UCXFiV4qDX5ipE-DQcsm1j4g
Blog Post - https://blog.gohighlevel.com/general-atlantic-joins-highlevel/
Our Customers:
HighLevel serves a diverse customer base, including over 60K agencies & entrepreneurs and 450K million businesses globally. Our customers range from small and medium-sized businesses to enterprises, spanning various industries and sectors.
Scale at HighLevel:
We work at scale; our infrastructure handles around 3 Billion+ API hits & 2 Billion+ message events monthly and over 25M views of customer pages daily. We also handle over 80 Terabytes of data across 5 Databases.
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:
- 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.
- 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 of 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 computer literacy, including MS Office Suite, Internet applications, and comfort and ability
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! Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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About HighLevel Inc.
About
About Us
HighLevel 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. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our People
With 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 Impact
As of mid 2025, 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 each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
EEO Statement:
At HighLevel, we value diversity. In fact, we understand it makes our organisation 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 excellent service to our clients and learning from one another along the way! Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
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About Master-O
Master-O is a next-generation sales enablement and microskill learning platform that empowers frontline teams through gamification, AI-driven coaching, and continuous performance reinforcement.
Our platform is trusted by leading enterprises in financial services, retail, pharma, consumer goods, telecom, automobile, BFSI, construction and others to drive measurable business outcomes across sales readiness, productivity, and execution excellence.
We are looking for someone who can own strategic accounts, drive adoption, and unlock growth opportunities.
Role Overview
The CS Associate will play a critical role in ensuring long-term customer value, retention, and expansion for Master-O’s enterprise clients.
You will act as a trusted advisor to senior stakeholders, ensuring customers achieve measurable ROI while identifying opportunities to grow the account footprint.
Key Responsibilities
Customer Success & Key Account Management
- Own end-to-end customer success for enterprise corporate accounts, primarily in the domestic market
- Drive onboarding, adoption, engagement, and value realization of the Master-O platform
- Build strong relationships with CXOs, Sales Heads, L&D leaders, and other stakeholders
- Act as the point of contact with the customer, ensuring feedback is looped back into product and solution improvements
- Track success metrics such as usage, renewals, and expansions
Stakeholder & Internal Collaboration
- Work closely with Product & Design, Tech and CS teams to ensure seamless execution
- Translate client business objectives into platform use cases and success roadmaps
- Support case studies, testimonials, and references from satisfied customers
Required Skills & Experience
- 2+ years of full-time experience in Customer Success / Key Account
- Prior experience in B2B SaaS companies, handling enterprise-level clients
- Proven experience working with domestic customers and managing stakeholders across regions
- Strong understanding of SaaS metrics, renewals, expansions, and customer lifecycle management
- Experience in fast-paced startup environments preferred
- Excellent communication, presentation, and stakeholder management skills
- Strong business acumen with the ability to connect product value to business outcomes
What You’ll Get
- Opportunity to work with both: Pan-India and Global enterprise brands
- High ownership role with direct impact on customer outcomes and revenue growth
- Exposure to cutting-edge AI-driven learning and sales enablement technology
- Fast-paced environment with room to grow into a leadership role
- Competitive compensation aligned with experience
We are looking for a Customer Success Manager to help customers get lasting value from our products.
Responsibilities
- Own onboarding and adoption for a portfolio of customers
- Track account health and reduce churn
- Find upsell and renewal opportunities
- Be the customer's voice to product and support
Requirements
- 2+ years in customer success or account management
- Experience with SaaS products and CRM tools
- Excellent communication and relationship skills
Location: Pune (WFH)
Shifts: Night (6:30 PM – 3:30 AM) / Early Morning (4 AM – 1 PM)
About StarApps Studio
StarApps Studio is a product-driven SaaS company building Shopify apps that power thousands of online stores. We’ve developed 6 highly-rated Shopify apps (averaging 4.9★) used by 30,000+ Shopify merchants worldwide, including over 1,000 Shopify Plus stores. In just a few years, our bootstrapped team grew from $5.5M to $10M in Annual Recurring Revenue (ARR) by obsessing over quality and merchant success. We’re a tight-knit, 20-person team based in Baner, Pune, on a mission to help e-commerce brands create world-class shopping experiences.
About the Role
As a Customer Success Specialist, you’ll be the voice and support behind our mission to simplify e-commerce success. Your role is pivotal in building relationships, ensuring customer satisfaction, and driving engagement. This is primarily a chat process role.
Key Responsibilities
- Engage with Clients: Provide exceptional support over chat and email with clear, positive, and trustworthy communication. Occasionally handle calls if required.
- Build Relationships: Create meaningful connections, ensuring every merchant interaction is memorable.
- Master Products: Develop expertise in our products to offer confident and effective guidance.
- Drive Value: Identify opportunities to enhance customer experiences and boost sales.
- Solve Problems: Proactively resolve issues, building trust and satisfaction.
- Advocate for Feedback: Share customer insights with internal teams to fuel continuous improvement.
What We’re Looking For
- Technical Troubleshooter: A logical mindset with strong debugging skills and hands-on HTML/CSS experience. (Mandatory)
- Charismatic Communicator: A confident, engaging personality with excellent verbal and written communication skills.
- Customer-Focused Experience: Proven success in customer-facing roles, preferably in B2B SaaS or e-commerce.
- Strategic Thinker: Ability to anticipate customer needs and create value-driven interactions.
- Quick Learner: A strong desire to learn about our products and the e-commerce landscape.
Why Join Us
- Competitive Pay: Reflective of your contributions and impact.
- Supportive Leadership: Work with innovative leaders who encourage growth.
- Career Development: Opportunities for learning and professional advancement.
- Recognition: A culture that celebrates hard work and creativity.
- Inspiring Environment: Be part of a team driving innovation in e-commerce.
What to Expect in the Hiring Process
- Written Assignment: Showcase your support and technical skills, and your approach to customer success.
- Call with CS Head: Gain insights into our vision and discuss how you can contribute.
- Final Culture Fit & Salary Negotiation Round with the Founder.
Job Description: Customer Success Executive
Department: Customer Success Team(CX)
Reports To: Customer Success Manager
Role Summary:
The Customer Success executive will be responsible for delivering a seamless support
experience across customer touchpoints including calls, chats, emails, callbacks, and
escalations. The role focuses on improving customer experience, resolving issues efficiently,
and ensuring customer satisfaction throughout the investment journey.
Key Responsibilities:
• Handle incoming and outgoing customer calls,chats, and email support
• Assist customers with account-related queries and partial KYC support
• Resolve customer concerns and coordinate with internal teams for timely closure
• Manage customer escalations and ensure proper follow-up until resolution
• Maintain customer interaction records in CRM systems
• Identify recurring issues and provide feedback for process improvements
• Support customer retention initiatives and improve customer satisfaction metrics
• Deliver a high-quality support experience across all customer touchpoints
Required Skills:
• Strong verbal and written communication skills
• Customer handling and problem-solving ability
• Ability to multitask across calls, chats, and emails
• Good interpersonal and relationship management skills
• Basic understanding of financial products preferred
Qualification & Experience:
• Graduate in any discipline
• 1–3 years of experience in customer support, customer success, or financial services
preferred
Job Description: Customer Success Executive
Department: Customer Success Team(CX)
Reports To: Customer Success Manager
Role Summary:
The Customer Success executive will be responsible for delivering a seamless support
experience across customer touchpoints including calls, chats, emails, callbacks, and
escalations. The role focuses on improving customer experience, resolving issues efficiently,
and ensuring customer satisfaction throughout the investment journey.
Key Responsibilities:
• Handle incoming and outgoing customer calls,chats, and email support
• Assist customers with account-related queries and partial KYC support
• Resolve customer concerns and coordinate with internal teams for timely closure
• Manage customer escalations and ensure proper follow-up until resolution
• Maintain customer interaction records in CRM systems
• Identify recurring issues and provide feedback for process improvements
• Support customer retention initiatives and improve customer satisfaction metrics
• Deliver a high-quality support experience across all customer touchpoints
Required Skills:
• Strong verbal and written communication skills
• Customer handling and problem-solving ability
• Ability to multitask across calls, chats, and emails
• Good interpersonal and relationship management skills
• Basic understanding of financial products preferred
Qualification & Experience:
• Graduate in any discipline
• 1–3 years of experience in customer support, customer success, or financial services
preferred
Who you are ?
SERP Forge is looking for a proactive and client-focused Client Success Manager to help our clients achieve their SEO and link-building goals while building long-term relationships that drive retention and growth.
As a Client Success Manager, you'll serve as the primary point of contact for clients after they become customers. You'll work closely with our SEO, outreach, content, and sales teams to ensure smooth onboarding, exceptional communication, successful campaign execution, and outstanding client experiences.
This role is ideal for someone who enjoys building relationships, solving problems, managing projects, and helping clients get maximum value from the services they purchase.
What You'll Do
- Onboard new clients and understand their goals, requirements, and expectations
- Serve as the primary point of contact for assigned accounts
- Build strong relationships with clients and key stakeholders
- Coordinate with internal teams to ensure successful campaign delivery
- Provide regular updates, reports, and progress communication
- Manage feedback, approvals, revisions, and client requests
- Monitor account health and identify potential risks proactively
- Improve retention through excellent communication and service
- Identify upsell and cross-sell opportunities where appropriate
- Maintain accurate client records and activity history in Pipedrive
What We're Looking For
- Excellent written and spoken English
- Strong relationship-building and communication skills
- Strong organizational and project management abilities
- Ability to manage multiple client accounts simultaneously
- Problem-solving mindset
- High attention to detail
- Professional and confident client-facing communication
- Ability to handle difficult conversations diplomatically
Preferred Experience
- 3+ years of Client Success, Account Management, Customer Success, or Account Management experience
- Experience working in an SEO, digital marketing, SaaS, or agency environment
- Experience managing international clients
- Experience using CRM platforms such as Pipedrive, HubSpot, Salesforce, or Zoho CRM
- Experience working with remote teams
Bonus Points If You Understand
- SEO
- Link Building
- Digital Marketing
- SaaS Businesses
- Agency Operations
- Client Retention Strategies
- Customer Success Processes
Tools You'll Use
- Pipedrive
- Slack
- Google Meet
- Google Workspace
- Service Provider Pro
What Success Looks Like
Within your first few months, you'll be expected to:
- Manage client communications confidently
- Successfully onboard clients independently
- Maintain accurate CRM records
- Coordinate effectively with internal teams
- Build strong client relationships
- Identify opportunities to improve retention and account growth
Why Join SERP Forge?
- Fully remote role
- Work with international SaaS companies, agencies, and brands
- Direct impact on client retention and business growth
- Opportunity to help shape our client success processes
- Collaborative and growth-focused environment
- Long-term career progression opportunities
How to Apply:
Please send:
- Your resume
- A short introduction about yourself
- Details of your client-facing experience
- Any experience with SEO, digital marketing, SaaS, or agency services
Shortlisted candidates may be asked to complete a client communication assessment or account management exercise.
If you're passionate about building client relationships, delivering exceptional customer experiences, and helping clients succeed, we'd love to hear from you.
About the Role:
We are looking for a Customer Success Executive to manage day-to-day customer support, relationship management, and retention for our growing D2C wellness business. The ideal candidate should have strong communication skills and a genuine sense of empathy, while ensuring every customer has a smooth, satisfying experience with our brand.
Key Responsibilities:
1. Manage day-to-day customer interactions across email, chat, and calls.
2. Respond to customer queries and concerns accurately and promptly.
3. Maintain and update customer records and interaction history on our CRM.
4. Track customer satisfaction and health metrics; flag at-risk or unhappy customers proactively.
5. Handle escalations and difficult conversations with empathy and sound judgment.
6. Educate customers on product usage, ingredients, and routines to improve outcomes and encourage repeat purchases.
7. Coordinate with the operations/logistics team on order issues, returns, and delivery concerns.
8. Collect and organize customer feedback and share actionable insights with the product and marketing teams.
9. Maintain and improve FAQs, help documentation, and response templates.
10. Monitor reviews and ratings across marketplaces (Amazon, Flipkart, website, social media, etc.) and respond where required.
Other requirements:
- Experience in customer support, customer success, or a related role (Not Mandatory but is an added advantage).
- Excellent verbal and written communication skills.
- Hands-on experience with CRM or helpdesk tools.
- Working knowledge of MS Excel or Google Sheets.
- Close attention to detail and accuracy in maintaining customer records.
- Ability to work independently and manage multiple conversations.
- Experience in a D2C, e-commerce, or wellness/health company is an added advantage.
- High level of empathy and patience.
- Strong ownership and accountability.
- Organized and detail-oriented approach.
- Willingness to learn and grow in a fast-paced startup environment.
Annual CTC: ₹ 2,50,000 / year.
Work-in-office role - Near Kudlu Gate Metro Station.
ABOUT REO
Who we are
Reo.Dev is a modern revenue stack for Developer focused companies. We help Developer Tool companies identify which Engineering Teams have an Urgent need for their product and the highest likelihood of conversion. We capture and analyze a wide array of developer activity data from Github, Docs, Docker Installs, Communities, other dev specific sources and convert them to sales signals.
Great! Now let’s talk about You and this Role! 🙌
🎉 What will you be working on?
- You will own and manage success for named accounts. This means doing everything and anything that they are retained, grow in revenue and find success with Reo.Dev. This also includes
- Owning customer/ account onboarding and setup
- Working with them to understand their goals and explain how the product helps them in achieving these goals
- Acting as a product consultant, guiding them with settings and implementations that will be needed for them to achieve their goals
- Being the key channel of customer feedback. Liaison with various team to see that customers are able to get the desired output.
- You will own customer renewals and up-sales. This means you will:
- Own expansion revenue from your accounts
- Own relationships with customers and buyers in the account.
- Advice them on the right product packages and upgrades they might be needing in their growth journeys
- Spearhead product adoption within the customer enterprise
👯 Skill we are looking for in this role
- This is a critical role in a fast-scaling environment. We are looking at ambitious Account Managers / CS reps with experience in early stage companies . Few qualities will be preferred however:
- Past experience of working in an early SaaS startups (2-3 years) or
- Past VC/ Management Consulting Experience (3-4 years) or
- Past experience of being in a client facing role
- Past experience of managing US based accounts
- MBA from Tier 1 institutes
👯 What qualities we look for in our team members?
While there is no stencil for the type of people we like, there are a few traits that might make Reo.Dev a better fit for you. Reo.Dev might be a good fit if you:
- Work hard, hands-on and want to grow really fast.
- Care about your work a great deal, find it highly unsettling if the quality of work is even slightly sub-par.
- Execute fast.
- Are hands on (we will not have elaborate reporting structures for the foreseeable future and hopefully ever).
- Are someone people like to work with, low on ego, high on humility
- Have the ability to fail, learn and keep trying till you win. Start-ups are tough and we will not get everything right the first time
- Have a longish view of your career growth and not optimising for the next 1-2 years.
Read more here:
👋 Hi There, Meet Reo.Dev
- Origins: Reo.Dev was founded in March 2023 by Achintya, Gaurav and Piyush – All of them are 2nd time Entrepreneurs [read more on the Founding team below]
- Value Prop: Reo.Dev provides Revenue Intelligence for Developer tool companies. We are category creators and currently no other company has the capabilities Reo.Dev has. Our closest parallel is 6sense.com which operates in the B2B SaaS industry and does not serve DevTool companies
- Customers: Our Customer base includes some of the most respected DevTool companies [see more details below]. All of our Customers are in the US and EU. We are hugely Customer centric and satisfaction scores are very high. [read more on customer feedback below]
- Traction: We have grown 5X in 2024 vs. Dec’2023 and are on track to grow 10X in 2024 vs. Dec’2023. We price at a Premium and have 90%+ Gross margin
- Funding: We are funded by the most reputed VCs from India and the US [see more on Fundraise below]
Origins and Value Prop
🏗️ About the Developer Tools industry:
Developer tools is a $500 billion industry, generates $50B in revenue annually and has been growing at 22% year on year. Source
By definition, this industry is at the frontier of technology. Innovation happens extremely fast in this industry. Teams need to have a strong technological background to build for this industry
Developer tools can scale up globally, generate strong revenue and have high profit margins
🏆 Reo.Dev Value Prop
Reo.Dev is a modern revenue stack for Developer focused companies. We help Developer Tool companies identify which Engineering Teams have an Urgent need for their product and the highest likelihood of conversion. We capture and analyze a wide array of developer activity data from Github, Docs, Docker Installs, Communities, other dev specific sources and convert them to sales signals.
Our customers include CROs, VP Sales, VP Marketing, AE, SDR teams and Marketing teams of Devtool companies
👷♂️ Founding Team:
Reo has been founded by experienced entrepreneurs. All three founders have a strong track record of building start-ups and leading teams
- Achintya: Achintya was previously the co-founder at Phyllo, which is a developer tool company. Phyllo raised ~$18M in VC funding from top tier VCs. Achintya is a Chemical Engineer from IIT Delhi (2009) and MBA from Indian School of Business (2013)
- Piyush: Piyush is a second time entrepreneur. He previously founded Scholr, which was an EdTech start-up and was acquired by BYJU’S in 2020. Piyush is a Mechanical Engineer from IIT Kharagpur (2008) and MBA from India School of Business (2013)
- Gaurav: Gaurav is a senior Tech leader with 16 years of experience. Previously he was VP Engineering at Ninjacart (valued at $1B+) and CTO of Kuliza where he led a team of 150+ developers. He is a Computer Science Engineer from IIIT Allahabad (2006)
💡 As co- founders we take pride in the fact that people who have worked with us in the past, want to work with us again!
Customers and Traction
In 9 months since Product Launch, we have amassed a large customer base comprising of some of the most well known and highly reputed DevTool companies. 90% of our Customers are HQ’d in North America and Europe
Some of our Customers:
Customer Feedback and NPS:
Our customers love us!! Check this out!
https://www.youtube.com/watch?v=DzvixiSd7GA
Customer Feedback
Unleash Shorts.mp4
“Reo Helped us identify needle in haystack accounts. We overachieved our targets for consecutive months with Reo.Dev”
**Micheal, CMO, Unleash [Spark Capital. Series A| Open Source Feature Mgmt. Platform]**
Aporia Shorts.mp4
“The most beautiful things about Reo.Dev is that it was built for developer focused companies. We saw a 2X increase in meetings booked!”
**Shai Alani, VP Marketing, Aporia [Tiger Global. Series A | ML Ops Platform]**
Fluree Shorts (1).mp4
“Reo.Dev data is some of the best data I have ever used. It helped us increase sign-ups by 30%”
Kevin Doubleday, Director - Marketing, Flur.ee [Sinewave. Series A | Data Mgmt. Platform]
Lightbend Shorts (1).mp4
“With Reo.Dev, we identified more than 10,000 target accounts that we had never interacted before”
**Alec Cross, VP Sales, Lightbend [Greylock, Dell Capital. Series D| Low Latency Microservices]**
Chronicle Shorts .mp4
“Reo.Dev is integrated into our SDR process. It is helping us learn who is evaluating our competitors and triangulate intent on web”
Andrew Twigg, Sales Director, Chronicle [Low Latency Trading PaaS]
WhatsApp Audio 2023-10-19 at 10.52.54 AM.mpeg
“I was never able to crack technical prospecting and this cracked it.”
Micheal, AE (Outsourced), Outerbounds [Foundation Capital, Series A | AI Infra platform]
Traction
In 2024, we have grown 5X vs. 2023 and are on track to grow 10X by the end of the year!
Fundraise
Pre-Seed round: Q3’2023
Read about our Pre-Seed round here:
Seed round: Q2’2024
We have raised a Seed round funding in Q2’ 2024 from one of the most reputed VC funds in the US. This round has not been announced yet.
Series A: Q2’ 2026
Reo.Dev just raised $11.3M in Series A funding (Q2**’**, 2026), led by Elevation Capital, with participation from Heavybit, India Quotient, Foster Ventures, Uncorrelated Ventures, and other angel investors. This brings our total funding to $15.3M.
Media:
- Reo.Dev Raises $11.3 Million Series A to Scale AI Signals for Companies Selling to Engineering Teams (PR Newswire)
- Reo.Dev raises $11.3M in Series A led by Elevation Capital (YourStory)
- Reo.Dev Bags $11.3M Series A to Scale Across the US (Yahoo Finance)
- Reo.Dev Raises $11.3M in Series A Funding (FinSMEs)
About the company : Kings Digital is a leading digital marketing company dedicated to delivering high-quality, result-oriented digital solutions and believe in exceeding the expectations of every business and entrepreneur we collaborate with. We provide professional, creative and effective engaging content that drives traffic, boosts engagement, and promotes brand loyalty. We are currently looking for a talented and passionate Client Success Manager to join our team and be part of our exciting journey!
Role Overview
The Client Strategy Manager is responsible for managing the complete lifecycle of client projects — from onboarding and requirement gathering to strategy, execution coordination, client communication, performance tracking with team, approvals, and ongoing growth.
This role acts as the central bridge between clients, internal marketing teams, creative teams, developers, SEO specialists, paid media teams, and management, ensuring that projects move forward according to business objectives, timelines, budgets, and quality standards.
Key Responsibilities:
1. Client Account Management:
- Serve as the primary point of contact for assigned clients.
- Build and maintain strong, professional client relationships.
- Understand client businesses, services, target audiences, competitors, challenges, and growth objectives.
- Conduct regular client communication through email, WhatsApp, meetings, and project channels.
- Translate client requirements into clear internal tasks and actionable deliverables.
- Follow up with clients for approvals, assets, access, payments, content, feedback, and pending decisions.
- Keep clients informed about project progress, upcoming activities, delays, dependencies, and completed work.
- Handle client concerns professionally and coordinate internally to resolve issues.
- Maintain a proactive communication approach rather than waiting for clients to ask for updates.
- Identify opportunities to improve client satisfaction, retention, and overall account value.
2. Client Onboarding & Project Initiation
- Manage the initial onboarding process for new clients.
- Collect required business information like branding assets, website access, Google Business Profile access, social media access and other project requirements.
- Prepare and share access/requirement sheets.
- Coordinate payment confirmation and project onboarding requirements.
- Ensure projects are properly onboarded into the internal CRM/project-management system.
- Establish project scope, deliverables, responsibilities, timelines, and dependencies.
- Coordinate internal kickoff activities between relevant departments.
- Ensure the team has sufficient information and resources before beginning execution.
3. Project Management:
- Manage multiple client projects simultaneously.
- Create, prioritize, and track internal tasks.
- Coordinate deadlines across multiple departments.
- Monitor project dependencies and identify blockers.
- Follow up with team members on pending tasks.
- Escalate critical delays or issues to management.
- Maintain project momentum and ensure deliverables are completed within agreed timelines.
- Coordinate internal meetings, standups, reviews, and project discussions.
- Prepare meeting notes, MOMs, action items, and follow-ups.
- Maintain visibility over project status from initiation to completion
4. Financial & Commercial Coordination:
- Coordinate with finance regarding invoices, payment confirmations, renewals, and outstanding payments.
- Follow up with clients regarding pending payments where required.
- Track hosting renewals and recurring service requirements.
- Identify opportunities for additional services and account expansion.
- Support upselling and cross-selling of relevant agency services.
- Ensure commercial commitments remain aligned with actual project scope.
5. Quality Assurance:
Before deliverables are shared with clients:
- Review content for accuracy and completeness.
- Check design consistency.
- Verify branding.
- Review website functionality.
- Check SEO implementation.
- Review creative quality.
- Confirm client requirements have been addressed.
- Identify missing elements or inconsistencies.
- Ensure deliverables meet agency standards.
The objective is to act as a quality-control layer between internal execution and client delivery.
6. Working Hours & International Client Coordination:
- Primarily operate within standard office working hours while maintaining flexibility based on client requirements.
- Attend occasional meetings or client calls outside standard office hours to accommodate international clients across Canada, Australia, the United States, and other international time zones.
- Coordinate with international clients when required for project discussions, approvals, strategy sessions, presentations, and urgent matters.
- Demonstrate flexibility in managing different time zones while ensuring client communication and project requirements remain on schedule.
- Outside-office-hour meetings are generally scheduled based on client availability in advance, project requirements, and business priorities, rather than as a fixed extended working schedule.
Educational Qualification & Experience:
- Bachelor's degree in Marketing, Digital Marketing, Business Administration, Communications, Management, or a related field.
- A postgraduate qualification in Marketing, Business Management, Digital Marketing, or a related discipline is an added advantage.
- Strong written and verbal English communication.
- 1-3+ years of experience in digital marketing, client servicing, account management and project management.
- Experience managing multiple clients and projects simultaneously.
- Experience working with international clients, preferably across Dubai, Canada, Australia, the United States, and other international markets.
Ideal Candidate Profile:
The ideal person for this role should be:
- Highly organized and proactive.
- Comfortable managing multiple projects simultaneously.
- Strong in client communication.
- Comfortable working with technical and non-technical teams.
- Business-minded rather than task-oriented.
- Able to understand both marketing strategy and execution.
- Comfortable with ambiguity and changing priorities.
- Strong at follow-ups and accountability.
- Detail-oriented without losing sight of the bigger picture.
- Curious about AI and emerging marketing technologies.
- Comfortable taking ownership of problems instead of simply escalating them.
- Able to convert client requirements into structured internal execution.
Work Location: In person
Who are we?
We are a fast-growing technology company building digital platforms and services for global industries that depend on reliable operations, strong coordination and seamless communication.
Our work focuses on solving complex real-world problems by bringing together software, data, automation and customer-centric workflows. We support businesses in improving efficiency, strengthening operational visibility and delivering better experiences for their customers and end users.
We are entering an exciting growth phase and are looking for people who are hands-on, commercially minded and eager to build. This is an environment where ownership, follow-through and attention to detail matter. Every customer interaction, every process improvement and every successful delivery contributes directly to the company’s growth.
Joining us means becoming part of an ambitious team that is building practical technology solutions with real business impact.
Who are we looking for?
We are looking for a new team of highly organised and commercially driven Sales Success Specialists to support our sales growth, customer onboarding and revenue operations.
This role sits at the centre of lead generation, CRM discipline, sales follow-up, customer coordination, logistics and order-to-cash execution. The ideal candidate will be comfortable making cold calls, managing data accurately, coordinating with internal teams and ensuring that every lead, order and customer interaction is followed through professionally.
This is a hands-on role for someone who enjoys sales operations, customer success and execution.
Key Responsibilities
Lead Generation and Cold Calling
- Identify, research and qualify new sales leads.
- Conduct cold calls and follow-up calls with prospective customers.
- Maintain professional communication with prospects across phone, email, WhatsApp and LinkedIn.
- Book meetings and demos for senior sales team members.
- Track lead status and next steps clearly in the CRM.
CRM and Sales Data Management
- Create, maintain and update CRM records for leads, customers, contacts, opportunities and orders.
- Ensure all sales activity, follow-ups, meeting notes and customer updates are properly logged.
- Keep customer and vessel data accurate and up to date.
- Prepare weekly sales pipeline and activity reports.
- Support sales forecasting and order tracking.
Lead-to-Order Coordination
- Support the sales team in moving leads through the pipeline.
- Follow up on proposals, pricing, commercial queries and customer confirmations.
- Coordinate internal approvals, documentation and customer onboarding requirements.
- Ensure handover from sales to delivery is clear and complete.
- Track trial accounts, pilots, activations and customer commitments.
Order-to-Cash Support
- Coordinate order confirmation, customer documentation and billing information.
- Work with finance to support invoicing, payment follow-up and revenue tracking.
- Monitor order status from confirmation through to activation and payment.
- Support renewal tracking, upsell opportunities and customer account updates.
- Maintain clear records of commercial terms, purchase orders and invoice status.
Logistics and Customer Operations
- Coordinate dispatch, delivery and tracking of any required hardware or onboarding material.
- Liaise with customers, vessel contacts, agents and internal delivery teams.
- Ensure activations, licences, customer access and support processes are completed on time.
- Help resolve operational blockers by coordinating between sales, support, finance and delivery teams.
Skills and Experience
Essential
- 0 to 5 years of experience in sales support, inside sales, customer success, sales operations or revenue operations.
- Strong communication skills, especially over phone and email.
- Comfortable making cold calls and following up with prospects.
- Good CRM discipline and attention to detail.
- Strong Excel / Google Sheets skills.
- Ability to manage multiple leads, customers and tasks at the same time.
- Commercial mindset with strong follow-through.
- Comfortable working with sales, finance, logistics and customer success teams.
Preferred
- Experience in B2B SaaS, maritime, logistics, shipping, telecoms, technology or enterprise services.
- Experience using HubSpot, Zoho, Salesforce, Pipedrive or similar CRM tools.
- Experience handling order management, invoicing coordination or customer onboarding.
- Familiarity with LinkedIn prospecting and sales outreach tools.
Ideal Candidate Profile
You are persistent, organised and commercially alert. You do not let leads go cold, data go stale or orders get stuck. You are comfortable speaking to customers, chasing updates, maintaining systems and ensuring that the full sales process runs smoothly from first contact to payment collection.
You should enjoy working in a fast-moving environment where sales, customer success, operations and finance need to work closely together.
Key Success Measures
- Number of qualified leads created and followed up.
- CRM accuracy and completeness.
- Speed and quality of lead follow-up.
- Conversion support from lead to order.
- Timely order processing and activation coordination.
- Reduction in delays between order confirmation, invoicing and payment.
- Clear reporting on sales pipeline, customer status and revenue progress.
Reporting Line
The role will report to CCO and will work closely with sales, customer success, finance and operations teams.
Why Join Us
This is an opportunity to be part of a growing technology company where sales execution, customer success and operational discipline directly contribute to business growth. The role offers strong exposure to B2B sales, customer operations, commercial processes and revenue management.






