HighLevel

Account Manager

• Acquire detailed knowledge of products and services being offered to ensure clients needs are consistently met.
• Manage and grow relationships with clients by serving as the primary point of contact for day to day account needs.
• Cultivate robust client relationships, ensuring client needs are fulfilled, platform utilization remains high, and opportunities for account expansion are identified and pursued.
• Ascertain and inform clients of optimal upsell or expansion opportunities aligning with their specific requirements.
• Partner with cross-functional teams to resolve client concerns.
• May support senior-level accounts and conduct occasional client visits to ensure satisfaction and promote ongoing contract renewals.
• Collaborate closely with Senior Account Managers to observe and participate in the day-to-day management of Enterprise clients.
• Participate in weekly check-ins with Enterprise accounts, meticulously document discussions, identify obstacles, and contribute to subsequent action planning.
• Synthesize insights and customer feedback from meetings; relay risks, blockers, and opportunities to the Enterprise Account Manager.
• Initiate the development of strategic consultation skills through participation in live client calls and engagement in limited advisory capacities under the guidance of Senior Account Manager
• Assist in generating reports, compiling metrics, and preparing essential documentation for client success and Enterprise initiatives.
• Provide sales quotations and respond to requests for proposalsOther duties may be assigned.

Account Manager II

• Lead execution of the quarterly earnings process, managing cross-functional timelines, preparing and reviewing all earnings materials, and ensuring accuracy and consistency across external disclosures.
• Own the end-to-end planning and execution of investor engagement activities, including conferences, non-deal roadshows, 1x1 meetings, and annual investor events.
• Synthesize investor and analyst feedback, identify recurring themes, and communicate actionable insights to the executive team.
• Monitor the competitive landscape, sector trends, equity research commentary, and peer earnings to inform investor positioning and messaging strategy.
• Maintain and analyze consensus estimates, peer benchmarks, and street models, delivering timely, data-driven insights to leadership.
• Oversee day-to-day IR operations, including performing valuation and market analyses, IR inbox correspondence, website management, CRM tracking, vendor coordination, and earnings logistics.
• Support strategic initiatives and special projects with rigorous analysis, strong project management, and disciplined execution.

Investor Relations Manager

Business Analyst

• Own End-to-End Process Architecture
• Serve as the primary owner of customer-facing process architecture across the full lifecycle.
• Define standards, frameworks, and best practices for how business processes are documented and maintained.
• Ensure process maps, SOPs, and workflows are continuously updated and reflect how the business actually operates.
• Maintain a centralized, trusted source of truth for Revenue Operations process documentation.
• Proactively identify systemic gaps, inefficiencies, and breakdowns across cross-functional workflows.
• Analyze complex handoffs between teams, roles, and systems to surface root causes.
• Partner with functional business analysts to validate findings and align on recommendations.
• Translate insights into prioritized, actionable process improvement initiatives aligned to company goals.
• Lead continuous improvement efforts, engaging with various systems, data, and business resources to take process gap issues and resolve them.
• Act as a senior thought partner to leaders across Revenue Operations, Trial Experience, Customer Success, Support, Affiliates, Account Management, Retention, and Systems teams.
• Facilitate executive- and leadership-level process reviews and working sessions.
• Drive alignment on standard operating models across teams.
• Influence change without direct authority through strong relationships and credibility.
• Establish and enforce governance models for process ownership, change management, and documentation updates.
• Ensure process changes are reflected quickly and accurately in documentation and workflows.
• Help teams operationalize new or updated processes through clear documentation and enablement.

Lead Business Process Analyst

Events

• Lead the planning, coordination, and execution of sponsored in-person, virtual, and hybrid events across global locations.
• Provide strategic direction and hands-on leadership to the Events team to ensure seamless day-of-event operations.
• Develop event concepts, objectives, and strategies in collaboration with key stakeholders.
• Manage and direct the external events team (event planners, field marketers and on-site event team).
• Supervise team performance to ensure operational excellence and alignment with organizational goals.
• Provide guidance on planning, logistics, vendor coordination, and event execution.
• Oversee event logistics including venue layout, AV, travel, accommodations, registration, and vendor management.
• Ensure contracts, vendor agreements, insurance, and compliance requirements meet legal and safety standards.
• Establish and maintain relationships with vendors, sponsors, speakers, and partners.
• Ensure all events meet legal, safety, and insurance requirements.

Events Manager

• Acquire detailed knowledge of products and services being offered to ensure clients needs are consistently met.
• Own and grow relationships with Enterprise accounts/clients by serving as the primary point of contact for day to day account needs.
• Cultivate robust client relationships, ensuring client needs are fulfilled, platform utilization remains high, and opportunities for account expansion are identified and pursued.
• Lead outbound efforts to help acquire new Enterprise clients, bringing a consultative approach to early-stage relationship building.
• Develop and strengthen strategic relationships with key existing Enterprise accounts, identifying new revenue opportunities and collaborating closely with decision-makers to foster account expansion.
• Proactively develop renewal strategies and expansion plans, ensuring the customer continues to grow with our platform and renews contracts on time.
• Ascertain and inform clients of optimal upsell or expansion opportunities aligning with their specific requirements.
• Client visits may be required to ensure client satisfaction and promote ongoing contract renewals.
• Identify churn risks or engagement issues early; coordinate with CSM and leadership to mitigate and recover.
• Work closely with Customer Success Managers to track performance, pull client-facing reports
• Serve as the internal quarterback across Sales Engineering, Product, and Support to deliver tailored solutions and ensure customer satisfaction with complex deployments.
• Coordinate with Finance and Ops teams to ensure billing is timely, accurate, and aligned with contract terms; resolve discrepancies quickly.
• Capture and communicate product feedback from Enterprise clients to influence roadmap prioritization
• Contribute to the evolution of enterprise account processes, including playbooks, SLAs, documentation, and renewal forecasting accuracy.
• Provide sales quotations and respond to requests for proposals

Senior Enterprise Account Manager

Affiliate Manager

• Own the affiliate channel escalation process, serving as the primary decision driver for compliance-related issues and a key stakeholder in legal, investor relations, and affiliate policy situations
• Actively investigate potential affiliate violations by gathering evidence, auditing traffic sources, and validating promotional methods
• Drive cross-functional reviews with Affiliate, Legal, Finance, and Investor Relations teams to align on risk assessment and outcomes
• Serve as the final escalation point for affiliate-related compliance issues originating from Customer Support and Product Support teams
• Be able to advocate for and strongly recommend enforcement decisions, including warnings, restrictions, or removal from the affiliate program
• Provide clear guidance to Product Support Manager to ensure teams are aware on how enforcement decisions should be communicated to customers and affiliates, including approved rationale and boundaries
• Proactively monitor affiliate activity and identify emerging risk patterns before they escalate
• Execute detailed traffic audits to determine source legitimacy, compliance with policy, and overall quality
• Run point on miscellaneous legal and compliance tasks tied to affiliate activity, ensuring timely follow-through and resolution
• Produce clear, defensible documentation that supports decisions and stands up to internal and external scrutiny
• Build and refine repeatable workflows for escalation, investigation, and enforcement as the affiliate channel scales
• Continuously improve how affiliate risk is identified, assessed, and resolved to protect revenue, brand trust, and legal exposure

Senior Affiliate Compliance Specialist

• Develop and own the end-to-end affiliate activation strategy to increase engagement, revenue contribution, and retention.
• Design scalable activation frameworks to move affiliates from onboarding → engagement → revenue generation → advocacy.
• Define activation KPIs and performance benchmarks aligned with company growth goals.
• Partner with executive leadership to align affiliate activation initiatives with overall GTM strategy.
• Build and optimize structured onboarding journeys for new affiliates.
• Develop training programs, toolkits, and content that enable affiliates to market and sell effectively.
• Drive campaigns and initiatives that increase affiliate participation and output. Implement incentive programs, contests, and performance-based recognition strategies.
• Own reporting on activation metrics including time-to-first-sale, active affiliate rate, revenue per affiliate, and churn.

Director, Affiliate Activation

Growth Marketing

• Own the SaaSpreneur Avatar
• Develop a deep understanding of SaaS founders using (or considering) HighLevel
• Conduct regular customer interviews, research, and feedback sessions
• Translate customer insights into actionable growth strategies and experiments
• Partner with Product, Marketing, and Support, and Customer Success teams to improve onboarding, adoption, and retention for SaaSpreneurs
• Create educational content (workshops, trainings, presentations, guides) tailored to SaaS founders
• Host live and virtual workshops to help SaaSpreneurs succeed on the platform
• Represent HighLevel at conferences, meetups, and industry events
• Speak confidently about the product, use cases, and SaaS growth strategies
• Travel 25% or more to attend and present at events

Senior Growth Marketer

Analyst

• Maintain and optimize the workforce management platform, ensuring accurate data capture, reporting, and system reliability.
• Develop and refine forecasting models to predict workload demand across all customer-facing teams, including customer support, sales, and success teams.
• Design and implement staffing schedules and capacity plans to align resources with forecasted demand, minimizing downtime and maximizing service levels.
• Collaborate with team leads to identify process inefficiencies and implement solutions that enhance productivity and customer satisfaction.
• Oversee intraday workforce operations, adjusting schedules as needed to meet changing business needs.
• Provide actionable insights through dashboards and reports on key WFM metrics, such as adherence, utilization, and service level achievement.
• Partner with stakeholders from operations, HR, and leadership to ensure alignment on workforce strategies and priorities.
• Develop training materials and standard operating procedures for WFM tools and processes to ensure consistency and knowledge sharing.

Senior WFM Analyst

Engineering Manager

• Lead the Custom Objects team responsible for designing, building, scaling, and supporting flexible data models within the HighLevel CRM.
• Enable users to model and manage any entity their business tracks, beyond standard CRM objects.
• Own architectural direction, team outcomes, and platform quality for one of HighLevel’s most strategic building blocks.
• Drive engineering excellence from architecture and reliability to observability and performance.

Engineering Manager – Custom Objects Team

SDET

• Contribute to the quality of Forms, Surveys, Quizzes, QR Codes & External Tracking modules through effective manual testing and reliable automation coverage
• Design and execute functional, regression, and exploratory test cases for end-to-end scenarios across web and mobile experiences
• Validate real-world use cases including conditional logic, field behaviors, submission flows, multi-step surveys, and integrations with other HighLevel products
• Build and maintain UI and API automation suites using Playwright as the primary automation framework
• Collaborate with senior SDETs and developers to improve automation efficiency, stability, and overall coverage
• Ensure automation suites remain up to date and aligned with evolving product architecture
• Work closely with product managers, UX designers, backend and frontend engineers to understand requirements, workflows, and edge cases
• Participate in sprint planning, bug triages, release readiness reviews, and cross-functional QA initiatives
• Provide clear, data-backed QA insights that help influence product quality decisions
• Identify quality gaps and recommend improvements to workflows, automation processes, test case design, and regression cycles
• Contribute to internal QA best practices and maintain testing documentation
• Support integration testing with APIs and ensure strong coverage for cross-team functionalities
• Use basic AI tools (e.g., LLM-assisted reviews, AI-supported test case generation, pattern analysis) to streamline test design and validation efforts
• Understand how AI-driven features impact Forms & Surveys behavior and incorporate them into test strategies

Software Development Engineer II – Payments

• Own and evolve the test automation platform, ensuring scalability, reliability, and ease of use
• Design and maintain robust automation frameworks across UI, API, and backend layers
• Build and enhance internal QA tools that improve test efficiency
• Drive adoption of automation best practices, coding standards, and efficient test design
• Implement and maintain test observability systems for reporting, analytics, and defect insights
• Conduct performance, load, and scalability testing for key features and services
• Develop and maintain test infrastructure, supporting containerized and distributed environments
• Collaborate closely with developers, QA, and DevOps to embed quality throughout the delivery pipeline
• Improve test reliability and flakiness detection through intelligent retry and failure analysis systems
• Contribute to continuous improvement of tooling, test data management, and CI/CD quality gates
• Research and implement emerging technologies (AI/ML, LLMs, smart test generation, etc.) to advance test automation capabilities
• Advocate for shift-left quality, influencing design and architecture discussions for better testability
• Maintain clear documentation and onboarding materials for test frameworks and platform usage

Software Development Engineer III – Payments

Marketing

• Maintain and update the HighLevel template library, ensuring assets are current, functional, and consistent with brand design standards.
• Implement and oversee a consistent taxonomy, naming conventions, and tagging system for easy organization and retrieval.
• Archive outdated templates and manage version control for all active assets.
• Collaborate with product marketing, development teams, and third party contractors to create and adapt templates for campaigns, workflows, funnels, websites, digital ads, and other assets for specific industries.
• Customize templates for specific business types, customer segments, and use cases to be consistent with modern industry standards.
• Optimize templates for performance, usability, and delightful design.
• Conduct quality assurance testing on templates to ensure functionality, formatting, and compatibility across devices.
• Ensure templates comply with legal requirements, accessibility guidelines, and brand policies.
• Monitor template performance metrics and gather user feedback to guide continuous improvement.

Marketing Coordinator

Community Manager

• Maintain a positive, healthy, and enthusiastic community of High Levelers across all social channels, especially within our Facebook group!
• Engage and moderate across Facebook, Instagram, Twitter, LinkedIn, and Reddit simultaneously.
• Collect user feedback and improvement proposals, ensuring they reach the right internal teams, and follow up with the community when their input leads to changes.
• Act as a skilled traffic controller providing solutions for community troubleshooting while identifying the difference between technical support issues and valid product feedback.
• Act as the 'voice of calm' during outages or critical incidents providing clear, transparent updates to maintain trust.

Community Specialist I

Sales

• 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