Customer Success Manager

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!

About the role

In Loop, we work in super small teams, in very high velocity.

You will be part of such a team, and work day to day with all the team at Loop, plus the founders.

As a generalist, you can wear many hats, and will function across business units.

• Customer Success: You'll work directly with customers, and make sure that we are building what users want
• Sales: Speak with customers directly, in a pre-sale fashion. Maintain communications and optimise our CRM
• Must-haves: Engineering Background is a plus.

Must haves.

• Must have done this before, or be willing to learn fast.
• Must be fast. We operate at 200mph, and so do you. -Must be relentless. We never stop, so you are even faster than us. -Must have customer driven. We think customers first and so should you. -Must be driven and go above and beyond. -Must be able to explain and communicate clearly. -Must be prepared to challenge us and disagree. We are thinking and acting as a team. -Must be able to work autonomously. -Must want to work hard. -Last but not least, you are genuinely a nice person.

Big plus You are a founder before

Founders

The team is made of Staff engineers, Senior Managers with a combined 25+ years of experience in Google, Uber, Flipkart and ShareChat.

Sundar is an IITM CS Graduate. Previously, he built Traffic Models, Driver positioning algos that power ETAs for Uber, led teams that built the RecSys for Moj(Indian equivalent of TikTok with >100M users), and represented India in ACM ICPC World Finals.

Anand is a Bits Pilani CS Graduate. Previously he has worn hats including building the first supply chain management of Flipkart in 2012 and being in the first 100 eng, running a FinTech startup for 1.5 years, managing large teams eng at Uber and building the pickup experience for Uber.

Vinod is a Bits Pilani EE Graduate. Previously he was a senior manager at Google managing data science,analytics and operations functions for products across several verticals like assitant,search, trust.

• Understanding business requirements and processes from our customers for creating digital applications on our internal no-code tool
• Converting business processes into technology solutions, designing application flow, database design, and connections.
• Create SQL queries for report generation on the platform.
• Build visualizations and dashboards based on business KPIs.
• Create training documents and videos for our users. Support users in the digital requirements.
• Analyze and suggest product and process improvements
• Take and track all customer queries and assist them in using the platform
• Interface with the product team on feature requirements and improvements

• At least 2+ years of experience in SQL and implementation of any enterprise platform such as an ERPs etc.
• Ability to grasp business processes and create business processes for digitization of operations.
• Tech, MCA, BCA, or graduation in any technical field.
• Good to have working experience in working on no-code digital solutions or ERPs

Hiring Process

• Aptitude test
• Technical Interview
• Culture Interview

As a customer success manager, your goal will be to provide outstanding customer service to our clients by developing effective customer service procedures, implementing customer loyalty programs, and Improve customer experience and customer satisfaction (Customer Love metrics)

• Be the single point of contact for all your customers from the time they sign the contract.
• Establish a trusted relationship with them and help them succeed with QDC through product adoption and delivering the value promised.
• Understand the customer’s goals, org structure, key challenges, and define their success.
• Work with sales and onboarding team to plan and execute a seamless customer onboarding process, ensuring a smooth ‘go live’.
• Identify customer insights and pain points and help shape the product roadmap by providing active feedback to the product team.
• Proactively identifying and prioritizing resources and effort according to perceived risk, potential growth, strategic value, and renewal timeframe, making sure subscriptions are renewed timely.
• Monitor at-risk customer behavior and carry out activities to retain them.
• Own churn and expansion for all your accounts.
• Identify opportunities for portfolio growth and contact customers for upsells.
• Work towards turning customers into advocates of QDC.
• Collaborate with the Marketing team to build customer case studies, testimonials, and referrals. 

• At least 2+ years of work experience in a customer-facing role such as Customer Success, Account Management and Sales, etc.
• Ability to understand a software product and its nuances very well.
• Excellent written and verbal business communication skills.
• Strong problem-solving skills, technical and analytical aptitude with the ability to quickly learn and adopt technical products.
• Ready to work during US hours - in future

• Enhance Customer satisfaction
• Drive Product engagement and help the customers succeed
• Liasoning with Veris clients on daily operations 
• Onboard new customers/clients.
• Building and maintaining relationships with Veris customers across the globe. 
• Working with management on operations strategy and streamlining 
• Schedule and complete quarterly/annual business reviews.
• Client MIS reporting and analytics 
• Working closely with the operations team to ensure strict adherence of service deliverables. 
• Client problem troubleshooting 
• Internal management reporting 

We are looking for: 

• Energetic, motivated, and driven 
• “Get it done” attitude `
• Ability to lead and manage teams
• Clarity of thought & good problem-solving capabilities
• Education is no bar, but a good one always helps 
• Good with computers and technology
• Excellent verbal & written communication skills