Client Support Specialist

HIP Creative; Cantonment (FL); Remoto; USD 55.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) matching

Dental Insurance

Health Insurance

Vision Insurance

Life Insurance

PTO eligibility after 90 days (10 days

unlimited PTO starting year two

Remote position

Descrizione del lavoro

HIP Creative is seeking a detail-oriented CRM support specialist to own partner requests from intake to resolution. You will diagnose issues, execute fixes, and post written close-outs while maintaining SLA-driven performance.

You’ll configure HighLevel-powered workflows, troubleshoot integrations, manage notifications, and ensure campaigns and reports run smoothly. This remote US-based role requires clear communication, independence, and a proactive approach to service delivery, with strong

Competenze

• 2+ years supporting a CRM, marketing platform, or SaaS product in an agency or customer-facing role.
• Hands-on HighLevel/GoHighLevel experience (workflows, automations, forms, triggers, pipelines, phone and messaging registration).
• Working knowledge of ClickUp, AgencyAnalytics, Google and Meta platforms, and call tracking.

Mansioni

• Own requests from intake to verified resolution with written close-out.
• Handle partner-facing tasks and changes to reduce advisor workload.
• Configure and troubleshoot PracticeBeacon CRM workflows, forms, pipelines, and phone setup.
• Diagnose broken automations and integrations, including call tracking and reporting connections.
• Review automated outputs before partners see them and confirm scheduled automation ran.
• Deliver reactivation and campaigns on schedule and verify outcomes.

Conoscenze

Written communication

Independent work

Customer service mindset

Strumenti

HighLevel/GoHighLevel

ClickUp

AgencyAnalytics

Google

Meta business platforms

Call Tracking

Descrizione del lavoro

What You’ll Do

• Own requests from intake to verified resolution: diagnose, decide, execute, confirm the outcome, and post a written close-out.
• Handle transactional partner work, so Practice Growth Advisors don't have to, including user and team member changes, phone and call-connect issues, lead notification routing, and access changes.
• Configure and troubleshoot PracticeBeacon, our HighLevel-based CRM platform: workflows, triggers, forms, pipelines, phone setup, and 10DLC/A2P registration.
• Diagnose broken automations and integrations, including call tracking, Google, Meta, and reporting connections.
• Review and approve automated output before it reaches partners, such as review responses, patient lists, and report errors, and confirm scheduled automation actually ran.
• Deliver reactivation, review, and reputation campaigns, QR codes, and campaign landing page requests on the committed date, and own whether they worked.
• Triage web and design requests from the partner help inbox: submit them complete, track them through the web and design teams, QA the result, and confirm completion.
• Communicate directly with partners on support and platform questions, keeping the Practice Growth Advisor copied throughout.
• Share status before anyone asks: what is happening, what is blocked, who owns it, and when it will be resolved.
• Keep partner data flowing correctly between PracticeBeacon, AgencyAnalytics, and internal dashboards, and fix discrepancies at the source.
• Surface recurring failures to the Product team and propose what should be automated next.
• Document every new fix or setup path as a reusable SOP.

Who We're Looking For

• You close the loop and report the outcome without being asked twice.
• You can decide what to do when a situation doesn't match the playbook, and explain your call afterward.
• You write partner-ready emails that are correct, complete, professional, and clear to a practice owner.
• You read documentation and reason from symptom to root cause, even in a system you haven't seen before.
• You elevate with a diagnosis and a recommendation, not just a problem.
• You work independently against SLAs and set your own priorities.
• You're comfortable being measured and having your work reviewed.
• You use AI tools to remove your own repetitive work.
• You're responsive and treat internal teammates with the same level of service as partners.
• You thrive in a fast-paced environment where priorities shift quickly.

What You Need To Have

• 2+ years supporting a CRM, marketing platform, or SaaS product in an agency or customer-facing role.
• Hands-on HighLevel/GoHighLevel experience (workflows, automations, forms, triggers, pipelines, phone and messaging registration). This is required.
• Working knowledge of ClickUp, AgencyAnalytics, Google and Meta business platforms, and call tracking. Integration and API literacy preferred.
• Excellent written communication, with strong attention to detail and organization.
• Proven ability to manage a queue against service levels with prompt, consistent responses.
• Experience supporting internal teams as well as external customers.
• Orthodontic or dental practice operations exposure preferred.
• Reliable high-speed internet and a dedicated, distraction-free remote workspace.

Compensation

Base Pay (depending on experience)

Benefits

• 401(k) matching
• Dental Insurance
• Health Insurance
• Vision Insurance
• Life Insurance
• PTO eligibility after 90 days of hire (10 vacation days the first year of service, unlimited PTO starting year two, flexible partial days, and sick/ personal days)
• Remote position (You MUST be located in the US.)

Schedule

• 8 am- 5 pm CST
• Monday to Friday