Lead Automations Analyst

Posted 10 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
Senior level
Information Technology • Internet of Things • Marketing Tech
The Role
Owns end-to-end delivery of AI solutions inside ORA, from identifying Customer Success problems through design, orchestration, deployment, monitoring, and iteration. Builds AI agents, prompts, skills, knowledge bases, feedback loops, and call-lifecycle workflows. Partners with RevOps on platform capabilities, collaborates with QA and leadership, establishes technical standards, and experiments with emerging models and evaluation techniques.
Summary Generated by Built In

About Us

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, including agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users  with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.

Our People

With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

Our Impact

As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.

Learn more about us on our YouTube Channel or Blog Posts

Who You Are

We are looking for a Lead Automations Analyst to join Customer Success — Programs & AI Innovation as the creator-first counterpart to our Quality Analyst II. You take a Success problem from “we need this” to a shipped AI solution running inside ORA, our internal AI platform — owning the design, the build, the rollout and the feedback loop end to end.

Your work shows up in the moments that matter most to our advisors and customers: pre-call briefs that surface adoption risk before the call starts, in-call guidance that points to the next-best action, post-call grading that flags coaching opportunities, and transcription-driven follow-ups that close the loop with customers. The Quality Analyst II evaluates these workflows; you build them.

This is a senior individual contributor role with deliberate runway. We are hiring for trajectory — someone with strong fundamentals in AI solution design who is ready to own a function-defining build at HighLevel. “Lead” reflects scope and ownership, not people management.

    Key Responsibilities

    1. Own End-to-End AI Solution Delivery Inside ORA

    You take Success problems from idea to production. You design the orchestration, build the sub-agents and skills, wire up the knowledge base, define success metrics and deploy.

  • Translate Success problems into AI solution designs — what the agent does, what context it needs, what the success criteria look like

  • Build orchestrators and sub-agents inside ORA that route work across the right skills, models and knowledge sources

  • Author and maintain the skills, prompts and knowledge base entries that power your solutions

  • Design and instrument feedback loops from day one — thumbs up/down, logs, eval signals — so quality is measurable from launch

  • Deploy solutions into production inside ORA, monitor for quality drift and iterate based on real advisor and customer signal

  • 2. Design AI Workflows Across the Call Lifecycle

    The advisor experience runs from pre-call prep to post-call follow-up. You own the AI workflows across that arc.

  • Pre-call briefs: customer context, adoption signals, retention flags, prior-call summaries

  • In-call guidance: next-best-action prompts, recommendation flows, real-time troubleshooting context

  • Post-call grading and summaries: quality scoring, AI-generated recaps, CRM updates, sentiment signals

  • Transcription-driven follow-ups: customer updates, recap notes, task creation, escalation routing

  • Internal knowledge tools: SOP lookup, policy access, product-knowledge retrieval for advisors

  • 3. Partner with RevOps on ORA Platform Capabilities

    When a solution requires ORA itself to do something new, you make the case and stay close to the build.

  • Identify the platform capability gap — what ORA needs to do for your solution to ship

  • Request the feature from RevOps with clear requirements, acceptance criteria, edge cases and customer impact

  • Participate in design reviews, give technical input and validate the build against your use case

  • Integrate the new capability into your solution once it ships and report back on outcomes

  • 4. Close the Loop with QA II and Success Leadership

    You are the build counterpart to QA II’s evaluation work. Together you set the quality bar and the build pipeline.

  • Ingest evaluation signal from the Quality Analyst II — what is breaking, what is drifting, what needs to be designed differently

  • Prioritize fixes and new builds based on impact, evaluation data and Success leadership input

  • Communicate what you shipped and why to Success leadership and Enablement

  • Provide design context to QA II so new solutions can be evaluated effectively from day one

  • 5. Raise the Technical Bar Inside the Function

    You are the senior technical voice in this function. You shape how AI work gets built here.

  • Define and document the patterns for how AI solutions get designed, tested and shipped inside ORA

  • Build the playbooks that make the next hire’s onboarding faster

  • Set the bar for solution quality, test coverage and observability before anything ships to advisors

  • Bring rigor to model selection, orchestration patterns and prompt architecture across the function

  • 6. Stay Sharp: Learn, Experiment, Share

    The AI space moves weekly. We hire people who keep up on their own and bring what they learn back.

  • Stay current on LLM behavior, orchestration patterns, model releases and emerging AI tooling

  • Run small experiments with new models, techniques or evaluation approaches inside ORA

  • Share findings with the broader Success team, the Quality Analyst II and RevOps engineering

  • Requirements
  • Insatiable curiosity and a self-learning mindset — this is non-negotiable. The AI space changes weekly and we hire people who level up on their own without waiting for permission or perfect instructions.

  • 7+ years in AI/ML solution work, technical product, prompt engineering, applied AI, automation engineering or a closely related role where you owned end-to-end delivery. We are hiring for trajectory — strong fundamentals plus a steep growth curve.

  • Working fluency with LLM behavior — prompt design, orchestration patterns, model selection trade-offs, common failure modes and evaluation design

  • Strong understanding of databases and how data flows between systems

  • Reads code fluently enough to understand what is running inside ORA, debug integrations, and have substantive technical conversations with RevOps engineers. You do not need to write production code.

  • Demonstrated ability to scope a problem, design a solution, write clear requirements and acceptance criteria, and ship it end-to-end

  • Strong written and verbal communication — you can translate a Success problem into an AI solution design and explain it to non-technical stakeholders

  • End-to-end ownership mindset — you take a problem from idea to shipped and stay accountable to the outcome

  • Bachelor’s degree in a related field, or equivalent practical experience

  • Preferred Qualifications
  • Hands-on experience with AI development platforms such as Claude, Cursor or similar tools

  • Experience designing orchestration patterns, sub-agent workflows or multi-step AI solutions

  • Familiarity with retrieval-augmented generation (RAG), vector databases or knowledge-base architecture

  • Familiarity with SQL or similar database querying

  • Experience with APIs, webhooks or data integration between systems

  • Background in customer success, support, sales enablement or call center environments

  • Experience with the HighLevel platform or comparable SaaS products

  • Prior experience shipping AI workflows into production environments

  • Prior experience writing technical requirements for engineering teams to build against

EEO Statement:

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
We encourage you to review our Privacy Policy before submitting your application

Skills Required

  • Insatiable curiosity and a self-learning mindset
  • 7+ years in AI/ML solution work, technical product, prompt engineering, applied AI, automation engineering, or a closely related end-to-end delivery role
  • Working fluency with LLM behavior, prompt design, orchestration patterns, model selection trade-offs, failure modes, and evaluation design
  • Strong understanding of databases and data flows between systems
  • Ability to read code fluently enough to understand ORA, debug integrations, and communicate technically with engineers
  • Ability to scope problems, design solutions, write requirements and acceptance criteria, and ship solutions end-to-end
  • Strong written and verbal communication skills
  • End-to-end ownership mindset and accountability for outcomes
  • Bachelor's degree in a related field or equivalent practical experience
  • Hands-on experience with AI development platforms such as Claude, Cursor, or similar tools
  • Experience designing orchestration patterns, sub-agent workflows, or multi-step AI solutions
  • Familiarity with retrieval-augmented generation, vector databases, or knowledge-base architecture
  • Familiarity with SQL or similar database querying
  • Experience with APIs, webhooks, or data integration between systems
  • Background in customer success, support, sales enablement, or call center environments
  • Experience with HighLevel or comparable SaaS products
  • Prior experience shipping AI workflows into production environments
  • Prior experience writing technical requirements for engineering teams

HighLevel Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HighLevel and has not been reviewed or approved by HighLevel.

  • Healthcare Strength Employer materials highlight employer-paid medical and vision for employees, with mental health support and short‑term disability included. Feedback suggests health coverage is a relative bright spot that can raise overall satisfaction even when base pay is not top‑tier.
  • Leave & Time Off Breadth Flexible PTO, paid family leave, and paid holidays are emphasized alongside a remote‑first setup. Feedback suggests this time‑off approach supports work–life balance and is frequently cited as part of the value proposition.
  • Retirement Support A company‑matched 401(k) is presented as part of the core package. Feedback suggests retirement support contributes meaningful long‑term value and helps offset tradeoffs in cash compensation.

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The Company
HQ: Dallas, OR
974 Employees
Year Founded: 2018

What We Do

https://www.gohighlevel.com/quick-links One white-labeled marketing app to rule them all. HighLevel is everything your business needs to succeed! Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more! Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more! Use our built in tools to collect payments, schedule appointments, and track analytics

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