Implementation Advisor

Ovii's Interpretation of the Role

The Implementation Advisor drives end‑to‑end software onboarding, turning client business needs into actionable implementation plans and ensuring successful adoption of the HighLevel platform. The role blends consulting, project delivery, and technical guidance while working remotely from Mexico.

Role Snapshot

• Lead full‑cycle software implementation projects
• Translate client requirements into detailed project plans
• Deliver onboarding, training, and webinars
• Ensure adoption metrics and customer success
• Collaborate across internal teams and leadership
• Provide technical troubleshooting during rollout

Must-Have Requirements

• Customer requirements gathering
• Project planning and execution
• Software integration/migration
• Technical troubleshooting
• Documentation and playbook creation
• Stakeholder communication
• Customer success
• software implementation
• consulting
• Associate degree or equivalent work experience

Nice-to-Have Signals

• Knowledge of HighLevel platform
• Marketing experience
• Familiarity with Freshdesk or similar ticketing systems
• IT platform integrations
• marketing experience
• knowledge of internal systems

Work Setup

• Location: Mexico, Mexico
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: Mexico
• Employment type: Full-Time

Not Specified in JD

• Salary range
• Visa sponsorship
• Travel requirement
• Shift requirement
• Security clearance
• Coding test
• Portfolio
• GitHub
• Writing sample
• Cover letter

What You'll Likely Work On

• Gather and translate customer pain points into concrete implementation plans
• Design, configure, and deploy software integrations and migration solutions
• Manage project timelines, scope, and resource activities to meet delivery targets
• Create and update SOPs, customer journey playbooks, and onboarding documentation
• Conduct webinars, workshops, and training sessions for new accounts
• Monitor adoption metrics, renewals, and NPS to drive ongoing success
• Collaborate with internal functional teams to resolve issues and ensure alignment
• Provide technical support and guidance throughout the implementation phase

Good Fit If You Have

• Experience with HighLevel or similar SaaS platforms
• Background in marketing or sales consulting is a plus
• Familiarity with Freshdesk or comparable ticketing tools
• Ability to thrive in a fast‑paced remote environment