Self-Serve Apprentice

With guidance from your manager, engage with self-serve users to drive trial activation, adoption, and conversion.

Respond promptly to inbound inquiries and in-app signals to encourage trial engagement.

Guide users through onboarding flows, product features, and best practices to accelerate time-to-value.

Align product capabilities to user goals, needs, and business objectives to maximize trial success.

Build rapport and trust with users to inspire trial completion and subscription conversion.

Effectively communicate the HighLevel value proposition to create urgency and interest in upgrading.

Address user questions and common objections, and escalate to senior teammates when something falls outside what you have been trained on.

Maintain accurate records of user interactions, engagement metrics, and feedback in CRM and analytics systems.

Collaborate with Trial Experience, Marketing, and Product teams to optimize trial flows, messaging, and conversion strategies.

Execute engagement strategies (email, in-app messaging, etc.) to keep users active and progressing through the trial.

Complete onboarding, certification, and ongoing training milestones to build product and sales fluency, and take on additional responsibilities as you grow in the role.

Genuine interest in guiding users through product onboarding and helping them get value quickly.

Technical aptitude and a knack for explaining things clearly to non-technical people.

Curiosity about CRM, marketing automation, social media management, digital advertising, website and funnel building, and SEO. You do not need to know these yet, but you should want to learn them.

Comfort using, or quickly learning, various CRM platforms, communication tools, and in-app engagement systems. Hands-on exposure is a plus, not a must.

Proficiency with Google Suite, Slack, Zoom, and common social media platforms (Facebook, Instagram, LinkedIn).

Solid time management, organization, and communication skills (both verbal and written).

Self-motivated to meet and exceed engagement, adoption, and conversion targets.

Ability to translate complex product concepts into simple, actionable steps for self-serve users.

Strong critical thinking, active listening, and creative problem-solving skills.

Quick learner who can adapt to evolving product features, onboarding flows, and engagement strategies.

Positive, self-starter mindset and real excitement to grow in a fast-paced, results-driven environment.