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
A BIT ABOUT US:
Appknox is one of the top Mobile Application security companies recognized by Gartner and G2. A profitable B2B SaaS startup headquartered in Singapore & working from Bengaluru.
The primary goal of Appknox is to help businesses and mobile developers secure their mobile applications with a focus on delivery speed and high-quality security audits. Appknox has helped secure mobile apps at Fortune 500 companies with major brands spread across regions like India, South-East Asia, Middle-East, US, and expanding rapidly. We have secured 300+ Enterprises globally.
We are a 70+ incredibly passionate team working to make an impact and helping some of the biggest companies globally. We work in a highly collaborative, very fast-paced work environment. If you have what it takes to be part of the team, we are excited and let’s speak further.
The Opportunity:
Customer Success contributes to our efforts to enhance and transform the Appknox customer experience via a customer-centric approach (building and maintaining relationships, proactively identifying potential crises that may be detrimental to the user experience, meeting, and exceeding customer expectations). Thus, helping to differentiate Appknox.This position provides the opportunity to tame different use cases across multiple industries and interact with some of the smartest individuals from other fast-growing companies that are our customers. We see this role requiring an intersection of three key skills – Business Acumen & Problem solving, Product Perspective, and People Skills.
Responsibilities:
- Manage a portfolio of current customers.
- Understand the customer’s goals, establish a trusted relationship and ensure that they are successful in achieving their business goals using Appknox.
- Own the customer lifecycle journey from onboarding to adoption, renewal, and growth.
- Organize, analyze, prioritize, and share customer feedback with concerned stakeholders to ensure we always consider the voice of the customer.
- Drive live demos and product implementation for your customers when onboarding and support existing clients on issues and tickets.
- Prepare and collate all materials and participate with customers on QBR exercises to address existing gaps and identify new opportunities/use cases.
- You will be assigned customers from USA and EU+UK (primarily); and will work from 8pm to 5am IST
What An Ideal Candidate Would Look Like:
- 2+ years of working experience in a customer-facing role such as Customer Success, Technical Account Management, Customer Onboarding roles at SaaS companies.
- Good communication skills especially with Enterprise customers from around the globe are necessary.
- Must have experience in upselling, cross selling and gauge customer requirements.
- Must have good presentation skills and hold of understanding customer’s business requirements.
- Will have worked on KPIs - customer retention, upsell revenue, cross sell revenue, QBR(Quarterly Business Reviews), referrals.
- Knows how to be the customer's voice in the company to ensure they get maximum value from upcoming product features.
- Must have experience of tracking product usage and instrumentation for Customer Success Management.
- May have experience driving customer advocacy programs along with Sales and Marketing teams to build customer referral, customer case studies and testimonials.
Work Expectations:
Within 1 month
- You should have a complete hold of the product and value customers are getting from it.
- Interact with at least 5 enterprise customers and receive feedback that we should be focusing on.
- Drive at least 1 QBR from existing customers.
Within 3 months
- You need to have a clear understanding of onboarding customers.
- Suggest CR(Customer Requests) for the Product team to evaluate and consider in the product roadmap.
- Complete at least 5 QBRs and also engage with 15+ customers from your book of business to ensure they get value ++.
- Understand how to build the engagement pipeline for each of the customers you are owning and document all engagements.
- At least 1 referral from existing customers.
Within 6 months
- You should have discipline and document all of the ongoing discussions.
- Own CS for your accounts and set up a process that needs to be implemented for better customer experience.
- We need an owner for this position who can in future build the CSM team below to drive overall customer success.
Personality traits we really admire:
- Confident and dynamic working persona, which can bring fun to the team, and sense of humor, is an added advantage.
- Great attitude to ask questions, learn and suggest process improvements.
- Has attention to details and helps identify edge cases.
- Highly motivated and coming up with fresh ideas and perspectives to help us move towards our goals faster.
- Follows timelines and absolute commitment to deadlines.
Interview Process:
- Round 1 - Profile Evaluation
- Round 2 - Task sent by Appknox, reviewed by Appknox CSM and leadership team.
- Round 3 - Call with the CSM team to review your assignment
- Round 4 - Call with one of the management team members to review your assignment and understand overall your experience and vision on Customer Success.
- Round 5 - HR Discussion
Compensation:
- As per Industry Standards
We prefer that every employee also holds equity in the company. In this role, you will be awarded equity after 12 months, based on the impact you have created.
Please be aware that all your customers will include Enterprises and Fortune 500 companies.
Why Join Us:
- Freedom & Responsibility: If you are a person who enjoys challenging work & pushing your boundaries, then this is the right place for you. We appreciate new ideas & ownership as well as flexibility with working hours.
- Great Salary & Equity: We keep up with the market standards & provide pay packages considering updated standards. Also as Appknox continues to grow, you’ll have a great opportunity to earn more & grow with us. Moreover, we also provide equity options for our top performers.
- Holistic Growth: We foster a culture of continuous learning and take a much more holistic approach to training and developing our assets: the employees. We shall also support you all on that journey of yours.
- Transparency: Being a part of a start-up is an amazing experience, one of the reasons being the open communication & transparency at multiple levels. Working with Appknox will give you the opportunity to experience it all first hand.
- Health insurance: We offer health insurance coverage upto 5 Lacs for you and your family including parents.
- Work Schedule: Flexible working environment with remote work if required.
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.
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.

Job Title: Customer Success Associate (International Process)
Location: Gurugram, Haryana
Work Mode: Work from Office
About the Role:
We are seeking passionate and customer-focused professionals to join our international support team. If you have excellent communication skills, a problem-solving mindset, and prior experience in customer service—especially within international or healthcare domains—this opportunity is for you.
As a Customer Success Associate, you will be responsible for managing and resolving customer queries efficiently while ensuring an exceptional service experience.
Key Requirements:
- Excellent English communication skills (C1 level – mandatory)
- Education: Graduates and Undergraduates both are eligible
- Minimum 1 year of experience in International Customer Support (Healthcare background preferred)
- Salary: Up to ₹35,000 CTC (₹30,517 in-hand)
- 5 Days Working with 2 rotational week-offs
- Rotational Shifts (24/7 environment)
- Two-way cab facility available (for hiring zone only)
Roles & Responsibilities:
- Handle inbound and outbound calls, chats, or emails from international customers.
- Provide prompt, accurate, and empathetic assistance for customer queries or concerns.
- Analyze customer issues and ensure first-contact resolution wherever possible.
- Escalate unresolved or complex issues to higher support tiers when necessary.
- Maintain detailed and accurate documentation of all customer interactions.
- Ensure adherence to process guidelines, SLAs, and quality parameters.
- Collaborate with internal teams to improve overall customer experience.
- Stay updated on product knowledge, policies, and procedures.
- Demonstrate a positive attitude and maintain professionalism under pressure.
Why Join Us:
- Competitive salary with performance-based growth opportunities
- Exposure to global customer experience standards
- Supportive work culture with professional development programs
Key Responsibilities
● Manage case queues in accordance to customer agreements.
● Answer technical questions, solve technical problems, and suggest appropriate
workarounds related to Copado platform.
● Understand and advocate for customer needs.
● Resolve customer service issues and skillfully manage/troubleshoot complex customer
service problems.
● Manage customers' expectations and experience in a way that results in high customer
satisfaction.
● Develop and maintain technical expertise in assigned areas of product functionality and
utilize that expertise effectively to help customers.
● Create knowledge base materials dedicated towards operational efficiency.
● Research, document, and escalate cases according to procedure.
● Actively participate in job-related training and assist with the design and delivery of
product and other technical training.
● Review support cases for technical and troubleshooting accuracy.
● Identify product and services up-sell opportunities and describe Copado solutions to
customers in a way that is articulate, accurate, and persuasive.
What Success Looks Like
● Having a proven track record of using your incredible problem-solving and interpersonal
skills to achieve success goals.
● Documenting solutions and consistently contributing to the internal knowledge base.
● Driving delivery and customer success for one of the fastest-growing applications in the
Salesforce ecosystem.
● Managing customers' expectations and experiences in a way that results in high
customer satisfaction
● Skillfully managing, troubleshooting, and resolving complex customer service problems.
What you'll do
Own a client end to end. Learn their business, find what to automate or rebuild, and lead the work that ships it.
Turn business problems into technical solutions sit in the call, understand the real problem, design the fix, and decide how it gets built.
Stay hands-on. You'll still write code, build integrations, and work with APIs every day.
Build on whatever the client runs Zoho, Salesforce, Azure, similar platforms, and custom apps where needed.
Run delivery: scope it, sequence it, ship it, support it. The timeline is yours.
Review code and designs. Mentor the developers on your projects and unblock them fast.
Be the escalation point when something breaks or an integration misbehaves.
Own client communication on the technical side status, tradeoffs, bad news, early.
Keep the bar high: clear docs, clear updates, clear commit history.
What we're looking for
4–7 years shipping software, with real depth in REST APIs and system integrations.
Experience leading projects or small teams — the person others check with before they build.
Strong with business platforms (Zoho, Salesforce, or similar). Much of the leverage lives there, not in custom code.
You can sit with a non-technical client, understand the problem, and come back with a working solution.
Still enjoy building. This is technical leadership, not coordination.
Self-driven. You'll often be the senior-most engineer on the account.
Why you'll love this role
Full ownership from first call to delivery — you run projects, not a ticket queue.
Direct access to clients and leadership. Your decisions ship the same week.
Constant variety: new systems, new problems, new builds.
A step into technical leadership without giving up the hands-on work.
About the Role
Techtinium Technologies is hiring a Customer Solutions Manager to help build an AI-powered advanced production scheduling (APS) platform for manufacturers. The platform helps production planners build better schedules faster - replacing spreadsheets, legacy APS tools, and the manual workarounds planners build around scheduling systems such as SAP PP/DS, Siemens Opcenter, and PlanetTogether. The platform is used in aerospace, defense, and industrial manufacturing sectors.
This is a hands-on, customer-facing engineering role requiring deep ERP knowledge, not just conceptual familiarity. You will work directly with the existing and potential customers as one of the first specialized technical hires, with genuine influence over how the company approaches ERP-heavy accounts.
The role spans two connected areas:
- Customer Implementation & integration — working directly with customer IT and planning teams to extract and map master data (BOMs, routings, work centers, capacities, orders) out of the customer's ERP and into the platform, and designing clean, reliable data integrations for live production use.
- Competitive & Sales Support — bringing real advanced planning/scheduling implementation experience into the sales process, helping prospects understand concretely where the platform outperforms ERP-native scheduling tools (e.g. SAP PP/DS) in practice, and shaping proof-of-value engagements.
Key Responsibilities
1. Implementation & Integration
● Lead technical discovery with prospective and existing customers running ERP systems (commonly SAP, but also Oracle, Infor, and others), mapping their production planning data model and processes to the platform's implementation requirements.
● Design and build data integrations between the customer's ERP and the platform, including master data extraction and ongoing sync.
● Own the technical execution of proof-of-value (POV) engagements end-to-end from data extraction through pilot scheduling results.
2. Competitive & Sales Support
● Serve as the internal and customer-facing expert on where incumbent ERP-native planning/scheduling tools fall short operationally, and translate that into sharper competitive positioning.
● Support sales conversations and shape proof-of-value engagements at ERP-heavy accounts.
3. Product & Customer Support
● Partner with the product team to prioritize integration and platform requirements that support customer deals.
● Provide day-to-day customer solutions engineering support -configuration, troubleshooting, and training
What We're Looking For
● 4+ years of hands-on ERP experience, with direct work in production planning modules (e.g. SAP PP).
● Practical, configuration-level experience with an advanced planning / detailed scheduling module (e.g. SAP PP/DS), ideally including at least one full implementation or migration project.
● Working knowledge of ERP data structures relevant to production scheduling: BOMs, routings, work centers, capacities, planned/production orders.
● Experience integrating ERP systems with external systems.
● Strong communication skills - comfortable running technical discovery calls directly with customer IT and planning teams.
● Based in India, with the ability to work some overlapping hours with US-based team members.
Nice to Have
● Experience with SAP specifically, including S/4HANA embedded PP/DS and how it differs from legacy APO-based scheduling tools.
● Exposure to integration with adjacent planning/execution systems (e.g. SAP IBP, EWM, or MES systems).
● Prior experience at a manufacturing company (in-house), or a consulting / systems integration background.
● Startup or small-team experience — comfortable with ambiguity and wearing multiple hats.
Why This Role
● High-visibility, high-impact position at an early-stage company where your work directly shapes customer wins.
● Work alongside real manufacturing customers solving real production scheduling problems.
● Small team, fast decisions, no bureaucracy.
About Techtinium
Techtinium is a product engineering company helping customers across the globe build technology products that serve millions of users. We design, build and deploy software and AI products across a range of industries including manufacturing, enterprise, healthcare, e-commerce, and digital content. Over the years, some of our client engagements have grown into dedicated product companies of their own. We are a team of expert product designers, developers and research engineers working with customers across the globe, giving us an opportunity to experience diverse industries, cultures, and ways of thinking.
Company & Team Overview
Planview's mission is to build the digital future of connected work — empowering business, technology, and transformation leaders to accelerate the achievement of the project and product initiatives that matter most. As the leading end-to-end platform for Strategic Portfolio Management (SPM) and Software Product Delivery, Planview's AI-powered solutions give leaders the strategic foresight to prioritize with precision, accelerate value delivery, and adapt with confidence.
Headquarters in Austin, Texas, with over 1,500 employees worldwide, Planview serves more than 3,000 customers and 3.1 million users globally, including 45 of the Fortune 100.
The Support Operations team is at the heart of Planview's customer experience, ensuring that enterprises around the world get the most value from Planview's industry-leading platform. As Planview expands its AI-first portfolio through continued innovation and acquisition, the Support Operations team plays a critical role in delivering consistent, high-quality technical assistance across a growing suite of solutions.
Role Summary
Technical Support Engineer I provides first-level technical support for Planview KeyedIn (enterprise PPM) Customer Care customers and internal employees, serving as the primary point of contact for a defined set of accounts and cases. In this role, you will independently resolve standard cases across user and license administration, project and resource management, reporting, data operations, and integration workflows, while investigating root causes and documenting durable solutions.
You will escalate complex or defect cases appropriately — acting as a liaison between customers and the Development and Cloud Operations teams — and guide customers on the product's proper use and best practices. As you grow, you will take on increasingly complex problems end-to-end and mentor Associate Technical Support Engineers, contributing to a high-performing, collaborative team. Success is measured by case resolution quality, SLA performance, customer satisfaction, and case hygiene.
Key Responsibilities
Customer Support & Case Management
• Act as the first point of contact for KeyedIn Customer Care customers seeking technical assistance, providing troubleshooting and support via the ticketing system, email, and web-based tools.
• Accurately log all customer cases, interactions, and resolutions in the case management system (Salesforce).
• Take a hands-on approach, managing issues from initial contact through final resolution and follow-up, and maintaining full accountability throughout the support lifecycle.
• Prioritize cases according to severity and SLA commitments, ensuring timely and accurate responses.
• Maintain case hygiene — accurate status, ownership, and next action — with no-silent-case discipline.
Technical Troubleshooting & Resolution
• Handle standard KeyedIn administration and configuration requests — support-portal accounts, licence-count updates, user provisioning and termination, login-group publishing, and access/login issues.
• Resolve standard reporting, widget, dashboard, and how-to cases; assist with routine data export and data-load requests.
• Investigate root causes, guide customers through corrective steps, and document solutions in the Customer Success Center knowledge base.
• Escalate complex or defect cases to higher-level engineers or Development with clear reproduction steps and environment details; route Cloud Operations and Development-owned work to the correct team without owning it.
• Follow the team's call-escalation discipline — move prolonged email threads to a call at the defined threshold to speed resolution.
Product Knowledge & Continuous Improvement
• Stay current on KeyedIn releases, feature changes, known issues, and system updates.
• Advise customers on the product's proper use, best practices, and configuration guidance.
• Contribute to technical notes and knowledge base articles in the Customer Success Center.
• Collect and communicate customer feedback, recurring issues, and product-quality insights to improve product quality and support processes.
Collaboration & Mentoring
• Mentor Associate Technical Support Engineers, sharing knowledge and best practices.
• Build relationships with cross-functional teams including Engineering, Development, Cloud Operations, Product, and Customer value advisor.
• Function independently as well as part of a cross-functional global team.
• As needed, participate in on-call or skeleton crew rotation.
Required Qualifications
• 1–3 years of experience in technical support, software support, IT support, or a closely related customer-facing role.
• Demonstrated ability to independently troubleshoot and resolve technical issues in enterprise software or SaaS environments.
• Strong written and verbal communication skills in English; ability to explain technical concepts clearly to both technical and non-technical audiences.
• Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, or similar).
• Solid diagnostic and problem-solving skills with a systematic, analytical approach.
• Proven ability to manage multiple cases simultaneously while maintaining attention to detail and meeting SLA commitments.
• Ability to work independently and as part of a cross-functional global team.
• Experience using ticketing or case management systems (e.g., Salesforce, Jira, Zendesk, Dynamics 365, or similar).
Preferred Qualifications
• Bachelor’s degree in computer science, Information Technology, Engineering, or a related field, or equivalent practical experience.
• Familiarity with SaaS application support models and multi-tenant environments.
• Experience with enterprise databases and SQL querying (SQL Server, Oracle, PostgreSQL, or MySQL).
• Exposure to REST or SOAP APIs and tools such as Postman or cURL.
• Practical familiarity with PPM concepts — projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.
• Understanding of identity and access management concepts (SSO, OAuth, RBAC, SAML).
• Knowledge of the Planview product ecosystem, particularly KeyedIn or other PPM solutions.
• Relevant technology certifications (Microsoft, AWS, ITIL, or similar).
Knowledge, Skills & Abilities
• Willing to accept and adapt to change, showing flexibility and recovering relatively quickly from setbacks.
• Actively participates in team meetings and seeks out collaboration opportunities without always waiting to be prompted.
• Seeks feedback from colleagues and peers and integrates that feedback into their approach and work quality.
• Displays a willingness to develop conflict-resolution skills and facilitate productive discussions with customers and colleagues.
• Keeps a calm, professional demeanor across a variety of clients and personalities, even when others in the support process may not.
• Self-motivated, detail-oriented, and organized, with the ability to begin prioritizing work independently.
• A logical, process-oriented thinker who is positive, proactive, and innovative — a creative problem solver with exceptional customer service skills.
• Committed to continuous learning, with intellectual curiosity to expand product and technical knowledge and the ability to learn new concepts quickly.
• Comfortable engaging with AI-assisted tools to accelerate research, issue diagnosis, and knowledge base contributions.
Technical Skillset (Product-Specific)
Experience Required: 1–3 years.
Must Have
• API — Experience with Postman or similar tools to test APIs, validate responses, and troubleshoot API failures; understanding of REST APIs, HTTP methods, status codes, and request/response flows for troubleshooting integrations.
• SQL & Relational Databases — Ability to write basic to intermediate SQL queries to validate data, troubleshoot data issues, and understand database relationships.
• Analytical & Communication Skills — Strong problem-solving ability with the capacity to translate technical findings into clear, actionable guidance for non-technical stakeholders.
• Application & Log Analysis — Application logs, error analysis, troubleshooting, and root cause identification.
• Salesforce & Jira — Working knowledge of Salesforce for case management and Jira for defect tracking and ticket management.
• Web & SaaS Troubleshooting — Web-based applications, SaaS/cloud environments, browser Developer Tools, HTTP/HTTPS, and network troubleshooting.
• Cloud & Networking — Basic understanding of cloud environments, DNS, SSL/TLS, firewalls, proxies, and connectivity issues.
• Power BI (basic) — able to read dashboards and reports, understand how filters and slicers change results, and recognize whether a reporting issue is a data, refresh, or configuration problem.
Nice to Have
• PPM Application Support — Practical familiarity with projects, resources, timesheets, dashboards, reporting/widgets, and custom entities.
• Reporting & Data — Comfort with report/widget configuration concepts, filters, and data validation.
• Data Loads & Exports — Ability to handle imports/exports, MS Project imports, and bulk field uploads.
• Planview Product Familiarity — Any exposure to Planview's portfolio or release management product suite.
We're looking for Sales Partners to bring Selfhost.dev to the developers, agencies, and teams who'd benefit from it. This isn't a traditional quota-and-churn sales seat. It's a partnership: you build relationships, bring teams onto Selfhost.dev, and share in the value they create over time.
Selfhost.dev is a managed-database and app-deployment platform. Your job is to find teams who are overpaying for fragmented infrastructure and show them a simpler, cheaper way to run their whole stack.
What you'll do
- Identify and reach out to teams, agencies, and developers who'd be a strong fit for Selfhost.dev.
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- Bring feedback from the field back to our product team.
You'll be a fit if
- You're comfortable starting conversations with technical teams and founders.
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- You're self-directed and do your best work remotely.
- You are motivated by building something that compounds, not chasing one-off commissions.
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How you'll earn
Our partner model rewards long-term customer success, not one-time deals. For every customer you bring to Selfhost.dev, you earn a recurring commission for as long as they stay with us, so your earnings compound as your book of customers grows.
We'll walk you through the exact commission structure when we talk.
Why join us
- Fully remote, with flexible hours.
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Apply with
- A short note on your sales or partnership experience.
- Anything that shows how you build relationships and close deals (optional).
- Your LinkedIn or a quick intro about yourself (optional).
- Link to apply: https://selfhost.dev/careers/sales-partner/
Benefits:
- Flexible schedule
- Work from home














