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customer success sops freshdesk ms office suite highlevel📋 Description
- Listen to customer requirements and translate into implementation plans.
- Develop, coordinate, and execute project plans to ensure on-time delivery.
- Design, create and manage applications and software integrations.
- Lead the consulting engagement and drive milestones through implementation.
- Follow up with lagging accounts to ensure HighLevel adoption.
- Support educational webinars and onboarding activities.
🎯 Requirements
- Associate degree or equivalent work experience; 2+ years in CS/implementation/consulting or tech support.
- 2-3 years of experience using HighLevel or similar vertical solutions.
- Strong diplomacy, follow-through, and communication.
- Ability to multitask in a fast-paced environment.
- Knowledge of internal systems (HighLevel, Freshdesk) preferred.
- Experience creating SOPs and customer journey playbooks; training teams.
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