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 imp

📌 Implementation Advisor (México)
🏢 HighLevel
📍 México