The Trial Experience Specialist engages new customers, aligns solutions to their needs, conducts trial support, and demonstrates HighLevel's value proposition to drive conversions.
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 15 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million domain names.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Who You Are:
You are searching for your opportunity to impact the experience of SaaS customers at the very beginning of their customer journey. Providing them with world class engagement the moment they begin a trial with the HighLevel platform. Your strategic and creative thinking skills allow you to meet the demands of our prospective customers by intelligently speaking to the solutions HighLevel offers and how it will benefit their business. You’ll flourish in our dynamic performance based atmosphere that gives you autonomy to work independently on some projects and collaborate with various departments on others. Tie it all together with an “all hands on deck” attitude, excellent communication and time management skills and this is the job for you!
To be successful in this role, you will demonstrate best in class service and be a subject matter expert on how the HighLevel platform fits into their business strategy and success. You will have experience working in a high-performance, high-accountability environment. You are comfortable switching gears quickly, and passionate about helping people. Your excellent communication skills and working knowledge of the SaaS/Marketing landscape will serve you well.
Roles, Responsibilities & Requirements
- What You’ll Be Doing:
- 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
- What You’ll Bring:
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required
- Experience/Education/Certifications Required:
- 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
Equal Employment Opportunity Information
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
#LI-Remote #LI-VP1
Top Skills
CRM
Facebook
Google Suite
Instagram
LinkedIn
Marketing Automation Tools
Slack
Zoom
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