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 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 customers to the best trial experience
Collaborate with customers and cross-functional teams to identify compelling solutions
Provide technical support to customers as needed
Other duties as assigned 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
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 various CRM platforms and communication systems
Working knowledge of 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
Ability to 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 with a positive attitude

Trial Experience Specialist – Inside Sales

Key skills