Identify, engage and nurture new customer relationships
Align solutions to the customer’s goals, needs and objectives
Develop strong rapport with a pipeline of new business customers through inbound customer engagement that drives maximum trial conversion
Learn, understand, and be able to articulate and showcase the Value Proposition (i.e. Capture, Nurture, Close) of the HighLevel platform to impact trial to paid metrics
Conduct consultative trial engagement efforts for HighLevel’s sales process (via Zoom)
Engage through additional communication channels such as phone, SMS, email, ticketed & live Zoom support driving them to the best trial experience for their business with the end goal to get them to become a paying client
Collaborate with customers and cross-functional teams to identify compelling solutions
Exercise judgment in developing and implementing methods and techniques to obtain desired results while following industry best practices
Provide technical support to customers, if needed (during trial period, the more engagement opportunities, the more opportunities for conversions)
Other duties may be assigned and/or modified as business needs dictate

Bachelor’s Degree or equivalent SaaS experience is strongly preferred
0-2 Years of previous customer service experience or a relevant role
even better if you’ve been in a Sales Development or Technical Sales role
A strong technical aptitude to help our users succeed with the HighLevel software
Experience with technical documentation and presentation skills preferred
Working knowledge of topics such as CRM, Marketing Automation tools, Social Media Management, Social Media Advertising, Website/Funnel Building, and SEO
Experience working with and or ability to learn the use of various CRM platforms and communication systems
Working knowledge of the following applications strongly preferred: Google Suite, Zoom, Slack, Facebook, Instagram, LinkedIn and other social media
Strong time management, organizational skills and interpersonal communication skills, both verbal and written
Self-motivated to maintain regular contact with customers, management, and peers
You can translate technical ideas for non-technical audiences
Demonstrable critical thinking, communication, and creative problem-solving skills
Ability to learn new complex software platforms quickly
Self-starter, positive attitude, ability to continuously develop and adapt to a growing team
Highly organized to manage and prioritize several different responsibilities at any given time

Trial Experience Specialist, Inside Sales, Spanish Bilingual

Key skills