SaaS Trial Strategy Specialist

HighLevel; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

HighLevel is a remote‑first, AI‑powered business operating system used by agencies, entrepreneurs and SMBs worldwide. We seek a technically adept, customer‑focused P2 – Delta specialist to engage sophisticated trial customers and drive revenue outcomes by translating platform capabilities into business value.

You will own advanced trial engagements, manage a high‑value pipeline, and collaborate across functions to raise performance and ensure timely conversions, all within a fast‑growth

Qualifications

• 2+ years of HighLevel‑related experience or equivalent SaaS/Technical Specialist experience.
• Advanced knowledge of HighLevel CRM systems, marketing automation, social media management, funnels/websites, SEO and integrations (Zapier, Make).
• Bachelor’s degree preferred or equivalent practical experience.
• Proven track record of meeting or exceeding sales quotas for multiple months.

Responsibilities

• Understand needs of advanced trial customers and deliver tailored solutions aligning platform capabilities with business goals.
• Conduct advanced consultative trial engagements via Zoom focusing on value articulation and conversion outcomes.
• Manage a higher‑value pipeline of trial customers with proactive outreach and disciplined follow‑up.
• Own and execute trial nurture and follow‑up strategy across channels to ensure engagement and progression toward conversion.

Skills

SaaS experience

CRM knowledge

Sales enablement

Education

Bachelor’s degree

Tools

Zoom

Slack

CRM platforms

Job description

HighLevel is a remote‑first, AI‑powered business operating system used by agencies, entrepreneurs and SMBs worldwide. We seek a technically adept, customer‑focused P2 – Delta specialist to engage sophisticated trial customers and drive revenue outcomes by translating platform capabilities into business value.

You will own advanced trial engagements, manage a high‑value pipeline, and collaborate across functions to raise performance and ensure timely conversions, all within a fast‑growth