AI-Powered Client Success Expert

Drive your career forward with this dynamic role.

This is a critically important position in our organization, responsible for ensuring our clients maximize their investment in our AI-powered platform. As an Account Manager/Client Advocate, you will be the primary point of contact for assigned client portfolios, conducting regular check-ins and success reviews to ensure clients are achieving desired outcomes.

We are seeking a highly skilled and client-focused professional to join our team. In this role, you will be responsible for the complete client journey from onboarding through ongoing success, working closely with technical experts to deliver exceptional results and drive client retention and growth.

• Client Onboarding & Implementation:
  • Lead client onboarding process for new customers, ensuring smooth transition from previous platforms
  • Develop customized 90-day plans tailored to each client's industry, size, and specific requirements
  • Coordinate with technical specialists to configure and optimize all platform features, including CRM setup and data migration, AI Virtual Assistant configuration, conversation AI customization, workflow automation development, social media and content AI setup, reputation management integration, and website visitor tracking implementation
  • Facilitate seamless data migration from HubSpot and other platforms
  • Deliver platform training sessions to ensure clients are proficient with all features and capabilities
• Technical Collaboration & Solution Delivery:
  • Partner closely with technical specialists to fulfill complex client requirements and custom automation needs
  • Translate client business objectives into technical specifications for development and configuration teams
  • Coordinate with AI specialists to optimize each of the 7 AI employees for client-specific use cases
  • Oversee integration projects with third-party tools and existing client systems
  • Quality assurance testing of all implementations before client handoff
• Ongoing Account Management:
  • Serve as primary point of contact for assigned client portfolio
  • Conduct regular check-ins and success reviews to ensure clients are achieving desired outcomes
  • Monitor platform usage and performance metrics to identify optimization opportunities
  • Proactively identify expansion opportunities for additional features, users, or upgraded plans
  • Handle escalations and resolve complex client issues in collaboration with technical support teams
  • Develop and maintain strong client relationships that drive retention and referrals
• Growth & Retention:
  • Drive account expansion by identifying opportunities for clients to leverage additional AI employees or premium features
  • Presents quarterly business reviews showcasing ROI, performance metrics, and growth opportunities
  • Collaborates with sales team on upselling and cross-selling initiatives
  • Collections and documents client feedback for product development and improvement initiatives
  • Maintains high client satisfaction scores and retention rates above company benchmarks

• Three or more years of account management or customer success experience, preferably in SaaS or technology companies
• Proven track record of managing client relationships and driving retention/growth
• Experience with CRM platforms (GoHighLevel experience highly preferred)
• Familiarity with marketing automation and business process optimization
• Experience onboarding clients to complex software platforms

• Strong understanding of AI and automation technologies and their business applications
• Proficiency with GoHighLevel platform or similar all-in-one marketing automation tools
• Basic understanding of integrations and APIs
• Comfortable with data migration and platform configurations
• Experience with project management tools and methodologies

• Exceptional communication skills - both written and verbal
• Strong problem-solving abilities and analytical thinking
• Project management expertise with ability to manage multiple complex implementations simultaneously
• Client-focused mindset with passion for delivering exceptional customer experiences
• Collaborative approach to working with technical teams and specialists
• Detail-oriented with strong organizational skills
• Adaptability to work in a fast-paced, evolving technology environment

• A fun, entrepreneurial start-up environment
• Mentoring and coaching in an environment that provides support to help you succeed
• Clear career path and growth potential
• Flexible work environment
• Comprehensive compensation package
• Paid leaves
• Employee perks
• A diverse and international team
• An entrepreneurial environment with room for growth