Customer Success Associate

Who We Are:

HighLevel is an all-in-one, white-label marketing platform for agencies & consultants. Our goal as a business is to create a sustainable, powerful, “all things marketing” operating system that creates limitless opportunities for our customers. With over 60,000 customers, we need people like YOU to help us grow and scale even further in the coming years.

We currently have 600+ employees worldwide, 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, above all, encourage a healthy work-life balance for our employees wherever they call home! At HighLevel, we require our team members to be on camera for all customer, peer and supervisor interactions. Want to learn more? Check out our website: www.gohighlevel.com.

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. 

What You Will Be Doing:

• Listen and fully understand customer requirements and ‘pain points’ and translate customer requirements into implementation plans.
• Develop, coordinate, and execute implementation/upgrade/conversion project plans, task schedules, and resource activities to ensure on-time and effective project delivery. 
• Design, create and manage applications, and software integration/migration deployments. 
• Implementation services are delivered within scope or manage any changes in project scope, identify potential issues and collaborate with leadership when needed, to develop contingency plans.
• Working with other departments and personnel to ensure information on customer needs are communicated.
• Follow up relentlessly with lagging or non-engaging accounts to ensure they implement HighLevel successfully in their business.
• Assist in Educational webinars, workshops, and more.
• Staying up to date with product features and releases. 
• Identifies opportunities to streamline procedures, enhance revenue and improve product efficiency. 
• Updates customer journey playbooks. 
• Demonstrate technical acumen to convert plans into workable solutions.
• Communicate a passion for customer success with a team player attitude.
• Monitor, anticipate, and exceed customer adoption and usage metrics (i.e., renewals and net promoter scores).
• Conduct analysis of approved customer content and create a transition plan or migration plan.
•  Advise 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

What You'll Bring:

• 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 to advance technically.

This role is 100% remote for residents of India.

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!

We are a London, UK based FinTech startup with a subsidiary in India. Hop is working towards building the next generation digital banking platform for seamless and economical currency exchange, with technology at the crux of it. In a technology driven era, many financial services platforms still lack the customer experience and are cumbersome to use. Hop aims at building a ‘state of the art’ tech-centric, customer focused solution.

moneyHOP is India’s first cross-border neo-bank providing millennials the ability to ‘Send’ & ‘Spend’ conveniently and economically across the globe using HOPRemit (An online remittance portal) and HOP app + Card (A multi-currency bank account).

This position is a crucially important position in the firm and the person hired will have the liberty to drive the product and provide direction in line with business needs.

Website: https://moneyhop.co/">https://moneyhop.co/

About Individual

The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and services. Process orders, prepare correspondences and fulfill customer needs to ensure customer satisfaction.

Requires a high school diploma or equivalent and 0-3 years of experience in the field or in a related area. Has knowledge of commonly-used concepts, practices and procedures within a particular field. Rely on instructions and pre-established guidelines to perform the functions of the job. The target is to ensure excellent service standards and maintain high customer satisfaction.

General Skills

• Proven customer support experience

• Track record of over-achieving quota
• Strong phone contact handling skills and active listening
• Familiar with CRM systems and practices
• Customer orientation and ability to adapt/respond to different types of characters
• Excellent communication and presentation skills
• Ability to multi-task, prioritize and manage time effectively
• High school diploma or equivalent; college degree preferred

• Open and maintain customer accounts by recording account information
• Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
• Maintain financial accounts by processing customer adjustments
• Recommend potential products or services to management by collecting customer information and analyzing customer needs
• Prepare product or service reports by collecting and analyzing customer information
• Contribute to team effort by accomplishing related results as needed
• Manage large amounts of incoming calls

• Generate sales leads
• Identify and assess customers' needs to achieve satisfaction
• Build sustainable relationships of trust through open and interactive communication
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/team sales targets and call handling quotas
• Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Resolve customer complaints via phone, email, mail or social media
• Use telephones to reach out to customers and verify account information
• Greet customers warmly and ascertain problem or reason for calling
• Assist with placement of orders, refunds, or exchanges
• Advise on company information
• Take payment information and other pertinent information such as addresses and phone numbers
• Place or cancel orders
• Suggest solutions when a product malfunctions
• Attempt to persuade customer to reconsider cancellation
• Inform customer of deals and promotions
• Sell products and services
• Utilize computer technology to handle high call volumes
• Work with customer service manager to ensure proper customer service is being delivered
• Close out or open call records
• Compile reports on overall customer satisfaction
• Handle changes in policies or renewals

Roles and Responsibilities-Technical support and sales of our software products.

• Identifying hardware and software solutions.
• Troubleshooting technical issues.
• Diagnosing and repairing faults.
• Resolving network issues.
• Installing and configuring hardware and software.
• Speaking to customers to quickly get to the root of their problem.
• Providing timely and accurate customer feedback.
• Talking customers through a series of actions to resolve a problem.
• Following up with clients to ensure the problem is resolved.
• Replacing or repairing the necessary parts.
• Supporting the roll-out of new applications.
• Providing support in the form of procedural documentation.
• Managing multiple cases at one time.
• Testing and evaluating new technologies.
• Conducting electrical safety checks on equipment.

Only Female

  Qualification - B.Com  (commerce graduate) with basic computer knowledge. All our product are taxation related, so, commerce background is must and its software product, so basic of computer and basic working with internet is required. 

Experience - Fresher - 1year

Location-Guwahati preferably but for experienced candidate work from home can be considered(Can be relocate in PAN India)

Mode of Interview-Telephonic and Webinar

Responsibilities:

• Respond to customer queries and customers concern
• Provide support for data collection to enable Recovery of the account for end user.
• Maintain a deep understanding of client process and policies
• Reproduce customer issues and escalate product bugs
• Provide excellent customer service to our customers
• You should be responsible to exhibit capacity for critical thinking and analysis.
• Responsible to showcase proven work ethic, with the ability to work well both independently and within the context of a larger collaborative environment

Requirements:

• Graduate (Any Discipline)
• Previous experience in a customer service role chat/email/voice
• Effective probing skills and analyzing / understanding skills
• Analytical skills with customer centric approach
• Excellent proficiency with written English and with neutral English accent
• Excellent English - Verbal & Written (Highly Professional English)
• Excellent Excel Capabilities as we need to submit monthly SLA reports to clients. (Should be an expert)