Senior Trial Architect for SaaS & CRM

Remote; San Francisco (CA); Remote; USD 120,000 - 170,000; Full time

Job summary

HighLevel is a globally distributed, remote-first company delivering an AI-powered business operating system for agencies and SMBs. We seek a technically advanced, customer-focused P2 - Delta specialist to engage highly capable trial customers and drive revenue outcomes.

You will own a higher-value trial pipeline, conduct consultative engagements, and collaborate across teams to translate platform features into measurable business value. Strong platform knowledge and ownership are essential.

Qualifications

• 2+ years of HighLevel-related experience or equivalent SaaS experience.
• Bachelor’s Degree strongly preferred, or equivalent practical experience.
• Proven track record of meeting/exceeding sales quotas for several months.
• Advanced knowledge of HighLevel, CRM, marketing automation, social tools, SEO, and integrations.
• Strong ability to translate technical concepts to non-technical audiences.

Responsibilities

• Deeply understand needs of advanced trial customers, delivering tailored solutions.
• Conduct advanced consultative trial engagements via Zoom focusing on value and conversion.
• Manage a high-value pipeline of trial customers with proactive outreach and follow-up.
• Own and execute trial nurture and follow-up strategy across channels.
• Maintain elevated performance with high engagement and conversion KPIs.
• Provide advanced technical support across CRM configuration, automation, funnels, SEO, and integrations.
• Translate platform features into clear business value and revenue impact.

Skills

HighLevel knowledge

CRM systems

Marketing automation

Social media management

SEO

Integrations (Zapier / Make)

Education

Bachelor’s Degree strongly preferred

Tools

Google Suite

Zoom

Slack

Facebook

Instagram

LinkedIn

Job description

HighLevel is a globally distributed, remote-first company delivering an AI-powered business operating system for agencies and SMBs. We seek a technically advanced, customer-focused P2 - Delta specialist to engage highly capable trial customers and drive revenue outcomes.

You will own a higher-value trial pipeline, conduct consultative engagements, and collaborate across teams to translate platform features into measurable business value. Strong platform knowledge and ownership are essential.