• Build and optimize funnels, landing pages, and complex workflows/triggers within GoHighLevel. • Create and deploy snapshots, manage custom fields, and ensure data integrity across sub-accounts. • Act as the "glue" between GHL and our other technical tools, ensuring seamless data flow and API connectivity. • Troubleshoot software glitches, investigate automation failures, and find creative workarounds for platform limitations. • Rapidly learn and document new software or platforms as they are integrated into our business operations. • Assist in the setup of email/SMS marketing sequences and lead capture systems.

• Manage a book of business of clients in setup and newly live • Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients • Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines • Project manage and oversee each client’s Implementation process, coordinating with internal teams to ensure timely and successful setup • Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed • Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product • Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk • Facilitate office hours and/or live support group sessions via Zoom for clients • Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations • Work with escalated clients to resolve their concerns • Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed • Speak confidently and professionally with clients • Work with the utmost urgency to work through client issues • Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly)

• Develop customer relationships that promote retention and loyalty. • Work closely with internal and external customers to ensure satisfaction. • Improve upon areas of dissatisfaction. • Ensure customers achieve their desired outcomes and realize the value from their investment. • Monitor customer health metrics, identify at-risk accounts, and implement retention strategies. • Develop and execute customer success plans. • Act as the voice of the customer within the company for feedback. • Identify opportunities for upselling and work with sales to drive renewals. • Address and resolve customer issues and concerns. • Provide training, resources, and support to help customers maximize product value. • Track and report on key customer success metrics.

• Be on the front-lines and ensure our customers increase the safety, efficiency, and sustainability of their operations with our IoT platform. • Manage the deployment of Samsara technology to large-scale customers, enabling customers to achieve quick time to value in their investment. • Create launch plans and a roadmap to increase product usage. • Track implementation progress, participation, product adoption, and account health. • Run training sessions, demonstrate Samsara’s technology, and work through challenges with executives and day-to-day users of the system across numerous use cases. • Juggle multiple customer engagements in parallel and work cross-functionally to deliver an exceptional experience for our customers. • Deeply understand the Samsara platform’s capabilities and explain them to customers of all types. • Champion, role model, and embed Samsara’s cultural principles (Focus on Customer Success, Build for the Long Term, Adopt a growth mindset, be inclusive and win as a team) as we scale globally and across new offices.