GoHighLevel (GHL) Onboarding Specialist

SupportNinja

Philippines

Fresher

This job is no longer accepting applications

Posted 9 months ago

Job Description

Work Set up: Remote

Equipment: Bring Your Own Device (BYOD)

Schedule: 9:00 am - 6:00 pm EST (Monday-Friday)

We are seeking a motivated and detail-oriented Sr. Onboarding Specialist to join our team. As an integral part of the customer success team, you will play a vital role in guiding new customers through the onboarding process, ensuring a seamless and satisfying experience. If you’re tech-savvy, enjoy working directly with clients, and have a strong interest in AI and prompt engineering, this role is for you.

What does a day in the life as a Sr. Onboarding Specialist look like

Client Discovery Management:
Serve as the primary point of contact for assigned customers during the discovery process.
Conduct discovery calls to understand customer goals and requirements.
Develop detailed implementation outlines based on customer needs, ensuring clarity on what is possible with the platform.
AI Agent Development:
Analyze transcripts from AI creation calls to design AI agents tailored to customer needs.
Apply basic prompt engineering skills to create functional and effective AI agents.
Collaborate with customers to test, refine, and improve AI agents as needed.
Platform Expertise:
Gain a thorough understanding of the platform to provide insightful recommendations and solutions.
Strong understanding of and experience with Asana
Assist customers with questions about platform capabilities and limitations.
Navigate and provide guidance on GHL (Go HighLevel) to align customer expectations with platform functionalities.
Customer Communication:
Respond to customer inquiries via Intercom, Slack, and other communication tools.
Address troubleshooting and onboarding challenges promptly and professionally.
Ensure clear, consistent, and client-focused communication in all interactions.
Team Collaboration
Work collaboratively with multiple internal teams to ensure a smooth handoff of projects.
Prepare and deliver clear, detailed project requirements for the Implementation Specialist, who will handle the technical build.
Coordinate with the Prompt Engineering team to QA AI prompts and ensure client needs are met.
Communicate effectively with Account Managers, Implementation Specialists, CSMs, and technical teams to ensure alignment on timelines, deliverables, and expectations.
Participate in regular team syncs and cross-functional meetings to maintain visibility of project status and escalate any blockers proactively.
Act as a bridge between clients and internal teams during the discovery process, ensuring accurate translation of business requirements into technical actions.
Update and manage project task completion progress in Asana for team visibility.

What are the required qualifications for a Sr. Onboarding Specialist

Proficiency in GHL (GoHighLevel) automations
Experience with AI concepts, including prompt creations/engineering
Experience in a client-facing role, preferably conducting discovery calls, in onboarding, customer success, or similar functions.
Strong communication and interpersonal skills with the ability to manage client expectations effectively.
Ability to manage multiple tasks and projects while maintaining attention to detail.
Self-starter with a willingness to learn and adapt to new technologies and processes.
Experience working in a fast-paced, startup-like environment.

Preferred Qualifications:

Experience with A2P registration and Twilio is a strong advantage but not required.
Familiarity with tools like Intercom, Slack, and other communication platforms.
Familiarity with other CRMs such as Salesforce, HubSpot, or Pipedrive.
Experience with 3rd party integration tools (Zapier, Make) is a plus.
Background in CRM customization, automations, and integrations.
Knowledge of AI tools like ChatGPT and their practical application in automation workflows.

Ninja Perks and Benefits