H

HighLevel

All-in-one marketing platform for agencies

Principal Product Manager - Knowledge Bases & Ask AI

Full-Time
No salary listed
Expert
Remote in India
Remote
ProductTechnical Product Management

About the job

Requirements
  • 12+ years of product management experience owning complex B2B SaaS, AI-assistant, enterprise-search, knowledge-management, workflow-automation, CRM, developer-platform, or AI-agent products.
  • Prior experience operating as a Principal Product Manager, Staff Product Manager, Lead Product Manager, product founder, or equivalent senior individual contributor responsible for a business-critical platform.
  • Evidence of defining strategy across multiple teams and delivering sustained customer and commercial outcomes, rather than merely shipping individual AI features.
  • Experience building production AI products that combine answers, context, tools, workflows, and actions.
  • Technical fluency across retrieval-augmented generation, document ingestion and parsing, chunking strategies, embeddings and vector search, keyword and hybrid retrieval, metadata filtering and query rewriting, re-ranking and source attribution, structured-data retrieval, knowledge freshness and lifecycle management, large language model orchestration, tool and function calling, agent routing, context management and memory systems, evaluation and observability, APIs, and webhooks.
  • Strong judgment around AI evaluation, including how retrieval, answers, plans, tools, actions, artefacts, and memory should be tested and monitored.
  • Strong systems thinking connecting identity, permissions, agency and location context, customer relationship management data, Knowledge Bases, memory, tools, workflows, billing, and reporting into a coherent platform.
  • Experience designing products where AI can change business data or execute consequential actions.
  • Strong instincts around permissions, approvals, auditability, reversibility, sensitive information, and customer trust.
  • Experience simplifying technically sophisticated systems for non-technical users.
  • Experience with multi-tenant software as a service and the operational needs of agencies, resellers, franchises, enterprises, or multi-location businesses.
  • Strong customer instincts and willingness to personally inspect retrieval outputs, AI conversations, tool traces, failures, support issues, and user configurations.
  • Strong analytical capability to separate model failures, retrieval failures, tool failures, user-experience problems, and expectation mismatches.
  • Commercial judgment across activation, retention, packaging, usage-based pricing, infrastructure cost, AI cost, gross margin, and ecosystem economics.
  • Ability to influence multiple senior teams without relying on direct reporting authority.
  • Ability to produce clear strategy documents, platform contracts, architectural decisions, evaluation plans, product requirements, executive updates, and launch narratives.
  • Ability to make difficult prioritisation decisions across answer quality, action coverage, customer experience, platform extensibility, privacy, reliability, technical debt, revenue, and cost.
Responsibilities
  • Define and drive the long-term product vision, strategy, roadmap, and platform architecture for HighLevel Knowledge Bases and Ask AI.
  • Own the complete Ask AI experience, including chat, voice interaction, conversation history, memory, templates, artefacts, scheduled tasks, tools, actions, agent routing, browser interaction, feedback, permissions, approvals, auditability, usage, and lifecycle management.
  • Own the Knowledge Base platform across source ingestion, extraction, parsing, chunking, embeddings, indexing, metadata, retrieval, re-ranking, citations, freshness, versioning, testing, permissions, and observability.
  • Establish product principles governing how Ask AI answers questions, requests more information, retrieves knowledge, generates plans, selects tools, invokes agents, requests approval, executes actions, handles failure, and communicates results.
  • Create a shared context model spanning user identity, agency, location, role, permissions, current interface, business profile, Brand Voice, memory, Knowledge Bases, customer relationship management data, product configuration, and previous tool outputs.
  • Develop a deep understanding of agency owners, marketers, sales teams, customer-service teams, operations leaders, administrators, and small and medium-sized business employees who use HighLevel.
  • Inspect Ask AI conversations, tool traces, Knowledge Base retrieval results, user feedback, support tickets, source-ingestion failures, incorrect answers, failed actions, and downstream customer outcomes.
  • Partner with AI and engineering leadership on large language model orchestration, model routing, context management, prompt systems, tool invocation, agent planning, memory, retrieval-augmented generation, embeddings, hybrid search, re-ranking, caching, latency, evaluation, observability, and cost.
  • Partner with platform and infrastructure teams on ingestion pipelines, crawlers, document processing, vector storage, structured-data retrieval, indexing, refresh jobs, multi-tenant isolation, scalability, reliability, and data retention.
  • Define an evaluation architecture covering Ask AI responses, Knowledge Base retrieval, memory usage, tool selection, action accuracy, permissions, artefacts, latency, and cost.
  • Build representative test datasets from real agency and small and medium-sized business use cases across industries, account types, languages, data structures, and product workflows.
  • Partner with HighLevel product teams to expose capabilities safely through Ask AI using shared action, permission, approval, error, and result contracts.
  • Establish a scalable onboarding model for product teams contributing Ask AI actions, templates, skills, artefacts, or specialised agents.
  • Advance integration between Ask AI and Agent Studio so custom agents can be discovered, selected, invoked, monitored, and improved from a unified Ask AI experience.
  • Define the platform model for Model Context Protocol tools, native product actions, external application programming interfaces, web search, browser execution, Knowledge Base retrieval, and other agent capabilities.
  • Build observability and debugging experiences showing selected context, retrieved sources, model outputs, plans, tools, inputs, permissions, approvals, action results, errors, latency, and usage.
  • Improve Knowledge Base quality-management workflows, including retrieval testing, source inspection, stale-content detection, crawl diagnostics, document-processing errors, conflict detection, and customer-facing recommendations.
  • Define the architecture for reusable, inherited, bundled, and marketplace-distributed Knowledge Bases across agencies and locations.
  • Partner with Design to simplify Knowledge Base creation, source addition, testing, maintenance, agent attachment, Ask AI onboarding, template discovery, approval flows, artefact interaction, and error recovery.
  • Develop a coherent experience across Ask AI templates, open-ended prompting, guided questions, native skills, specialised agents, and scheduled tasks.
  • Define instrumentation across the full funnel, including Ask AI discovery, first prompt, first useful response, first successful action, repeat usage, template completion, scheduled-task retention, Knowledge Base creation, source ingestion, retrieval tests, agent attachment, and sustained production usage.
  • Define quality and outcome metrics by request type rather than treating every Ask AI interaction as equivalent.
  • Partner with Security, Legal, Privacy, and Trust teams on data isolation, access control, memory, browser automation, sensitive data, source permissions, content retention, external-model processing, audit logs, and abuse prevention.
  • Establish standards for destructive actions, bulk changes, financial operations, external communication, and compliance-sensitive workflows.
  • Partner with Product Marketing on positioning, use-case packaging, customer education, competitive differentiation, launches, templates, and agency enablement.
  • Partner with Support, Implementation, Trial Experience, Account Management, Affiliates, and internal operations teams to reduce setup friction, improve outcomes, and lower support burden.
  • Partner with Finance and Revenue Experience on packaging, pay-per-use pricing, AI Employee plans, agency rebilling, cost controls, gross margin, and commercial limits.
  • Develop competitive understanding of AI copilots, enterprise search, AI workspaces, customer relationship management assistants, agent platforms, browser agents, knowledge-management products, and workflow-automation tools.
  • Evaluate external model providers, search and retrieval technologies, document-processing systems, vector databases, re-ranking systems, browser technologies, and strategic partnerships.
  • Influence strategy across Conversation AI, Voice AI, Agent Studio, Workflow AI, customer relationship management, automation, communications, commerce, and the broader HighLevel platform.
  • Act as a senior product thought partner to Product, Engineering, Design, Data, Security, go-to-market, Finance, and executive leadership.
  • Mentor product managers and raise the quality of AI product strategy, platform thinking, evaluation, and decision-making without relying on formal authority.
Desired Qualifications
  • Experience building an AI copilot, enterprise assistant, workplace assistant, customer relationship management assistant, browser agent, or natural-language interface for a complex software platform.
  • Experience building enterprise-search or knowledge-management products.
  • Experience with retrieval architectures involving dense and sparse search, embeddings, hybrid retrieval, re-ranking, query decomposition, metadata filtering, citations, and evaluation.
  • Experience building ingestion pipelines for websites, JavaScript applications, PDF files, Word documents, cloud drives, tables, databases, and application programming interfaces.
  • Experience with structured-data question answering, semantic table search, text-to-SQL, analytics copilots, or business-intelligence assistants.
  • Experience designing memory or personalisation systems with user controls, scope, lifecycle, and privacy protections.
  • Experience building agent-tool ecosystems using function calling, Model Context Protocol, plugins, application programming interfaces, workflow nodes, or capability registries.
  • Experience building agent evaluation systems using test datasets, simulations, production telemetry, human review, user feedback, and business-outcome measurement.
  • Experience with permission-aware AI systems, approval workflows, audit logs, bulk actions, undo, or regulated enterprise workflows.
  • Experience with scheduled agents, proactive assistants, recurring reports, or event-driven AI work.
  • Experience with rich AI outputs such as charts, tables, diagrams, forms, approval cards, editable artefacts, images, or generated media.
  • Experience building browser automation, robotic process automation, desktop assistants, or cross-application agents.
  • Experience building products similar to Glean, Microsoft Copilot, Salesforce Einstein, HubSpot Breeze, Notion AI, Intercom Fin, Zendesk AI, ServiceNow Now Assist, Google Vertex AI Search, Amazon Bedrock Knowledge Bases, or comparable platforms.
  • Experience building application programming interfaces, developer tools, marketplaces, reusable templates, or partner ecosystems.
  • Experience building for agencies, small and medium-sized businesses, franchises, local businesses, or multi-location operators.
  • Experience with AI usage-based pricing, inference cost management, vector-storage economics, model routing, gross-margin optimisation, rebilling, or fair-use controls.
  • Familiarity with metrics such as Knowledge Base creation completion, ingestion success rate, retrieval recall, top-k precision, grounded-answer rate, tool-selection accuracy, action success rate, task completion rate, repeat usage, P95/P99 latency, cost per successful outcome, and support-ticket rate.

About the company

HighLevel provides a centralized platform for marketing agencies and businesses to manage sales, lead generation, and client communication. The software works by integrating a CRM, page builder, and automated email and SMS tools into a single dashboard accessible via a monthly subscription. Unlike competitors that require users to stitch together multiple separate services, HighLevel bundles these tools into one interface specifically tailored for agency workflows. The company's goal is to provide a complete suite of marketing tools that allows users to capture, nurture, and close leads without switching between different platforms.

Company Size

1,001-5,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$60M

Headquarters

Dallas, Texas

Founded

2018

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Simplify's Take

What believers are saying

  • September 17, 2026 Dubai AI Center accelerates product releases and global talent recruitment.
  • September 28, 2026 Sterling Auty joined as CFO, strengthening financial discipline during expansion.
  • September 2026 native GPT-6 and Ask AI upgrades improve automation depth and retention.

What critics are saying

  • HubSpot, Zoho, and Birdeye attack HighLevel with stronger reviews and broader ecosystems.
  • OpenAI GPT-Live-1 and Meta Muse dependencies expose HighLevel to partner pricing shocks.
  • ClickFunnels sued HighLevel in 2024; July 2, 2026 Federal Circuit affirmed dismissal, inviting copycat litigation.

What makes HighLevel unique

  • HighLevel unifies CRM, automation, messaging, and funnels in one operating system.
  • September 2026 Meta Muse integration extends HighLevel into agentic workflows across customer conversations.
  • 2025 scale hit 2.2 million businesses, 6.9 billion leads, and $4.2 billion sales.

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Benefits

  • Remote Work Options
  • Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

4%
PR Newswire
Oct 14th, 2026
HighLevel appoints Grubhub founder Matt Maloney to its board

HighLevel, an AI-powered operating system for businesses, agencies, and founders, has appointed Grubhub founder and former chief executive officer Matt Maloney to its board of directors. Maloney has more than 20 years of experience building technology businesses. He led Grubhub for 17 years, through its merger with Seamless and its multibillion-dollar acquisition by Just Eat Takeaway.com in 2021. The appointment follows HighLevel's global expansion. In September, it opened an AI Center of Excellence in Dubai and a Dallas office. HighLevel will host its annual event, LevelUp, in Dallas from October 26 to 29. More than 1,500 founders are expected to attend.

Today in New York
Oct 7th, 2026
TwinsAI launches ScreenPass: 1st AI Call Screener Responder for AI Dialers - as 28% of calls to mobiles hit AI screeners.

TwinsAI launches ScreenPass: 1st AI Call Screener Responder for AI Dialers - as 28% of calls to mobiles hit AI screeners. TwinsAI's September call data shows AI screeners answered more than 1 in 4 mobile sales calls. When ScreenPass responds 12% of those calls reach a live person. Apple and Google gave everyone an AI assistant to answer calls from unknown numbers, which means more than a quarter of mobile sales calls now start as a conversation between a rep and a robot." - Daniel Lizio-Katzen, co-founder and ceo of TwinsAI NEW YORK, NY, UNITED STATES, October 7, 2026 / EINPresswire.com / - TwinsAI, the AI parallel dialer built for B2B sales teams, today launched TwinsAI ScreenPass, the first AI call screener responder built into a parallel dialer. When an outbound call is picked up by an AI call screener instead of a person, ScreenPass responds to the screener on the rep's behalf and handles the call until it becomes a live conversation, so reps never have to stop dialing to deal with a screener bot. AI call screening is now built into iPhone and Android phones, and it has changed the math of outbound sales. In an analysis of millions of calls placed through TwinsAI, 28% of calls in September to mobile numbers were answered by an AI call screener rather than a person. For most sales teams, that is where those calls end. However, when TwinsAI's proprietary ScreenPass AI responded, 12% of screened calls were passed through to a live person, which works out to more than 3 additional live conversations for every 100 mobile numbers dialed. The problem is sharpest for teams using a parallel dialer. With several lines ringing at once, a rep can't stop to explain themselves to a screener on one line while a prospect picks up on another. ScreenPass handles the AI call screener so the salesperson stays connected to the conversations that matter. "Apple and Google gave everyone an AI assistant to answer calls from unknown numbers, which means more than a quarter of mobile sales calls now start as a conversation between a rep and a robot," said Daniel Lizio-Katzen, co-founder and ceo of TwinsAI. "A rep with three lines ringing doesn't have time to stop dialing and wait to see if a prospect might answer, so we gave them an AI of their own. It turns out the best way to get past a polite robot is to use a polite robot." Early customers are already seeing the difference. "A lot of our outreach goes to mobile numbers, and more and more of those calls were landing in a screener and going nowhere," said Lazhar Berkat, founder and CEO of Mover Lead. "Since we turned on ScreenPass, our connection rate is up 12%, and our reps didn't have to change a thing about how they work." ScreenPass runs inside TwinsAI's AI parallel dialer and is available today to TwinsAI customers. It works alongside TwinsAI's native integrations with: Apollo, Attio, Close, HighLevel, HubSpot, Outreach, Salesforce, SmartMoving, Zoho and many other systems; so screened calls and the live conversations ScreenPass produces are logged back to the CRM automatically. Sales teams can see how ScreenPass works and schedule a demo at https://www.twinsai.com/ai-call-screening. ABOUNT TWINSAI TwinsAI is the first AI integrated sales environment (ISE), helping B2B revenue teams close more deals, faster. The TwinsAI ISE combines an AI parallel dialer, a botless AI notetaker and AI revenue agents, including inbound voice agents, in a single system. Every call and meeting becomes context that coaches reps in real time and makes each agent smarter, so the whole platform improves with every conversation. Founded in 2024 and based in New York City, TwinsAI helps customers generate 26% more pipeline velocity per rep and integrates natively with dozens of CRMs and data platforms. Learn more at twinsai.com. Media contact: Daniel Lizio-Katzen, [email protected] TwinsAI ScreenPass - the Only AI Call Screener Responder for AI Parallel Dialers Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. Today in New York do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.

PR Newswire
Sep 30th, 2026
HighLevel integrates with Meta's Muse AI agent to automate business workflows

HighLevel has integrated with Muse, Meta's new AI personal agent, enabling businesses to deploy Muse across their existing workflows, customer conversations, and calendars within the HighLevel platform. The integration allows businesses to use Muse for tasks including lead management, meeting coordination, and customer information updates. This marks the second collaboration between Meta and HighLevel in three months. In June, Meta selected HighLevel as an early scheduling partner for embedded appointment booking in Facebook Lead Ads. "AI that can answer questions is useful. AI that can actually get something done for your business is a whole different ballgame," said Shaun Clark, HighLevel co-founder. The connector went live on 29 September 2026, positioning HighLevel as a central operating system that allows businesses to integrate various AI tools whilst maintaining unified customer data and workflows.

PR Newswire
Sep 28th, 2026
HighLevel appoints Sterling Auty as CFO to scale global AI operations

HighLevel, the AI operating system for small and medium businesses, has appointed Sterling Auty as chief financial officer. Auty brings over 30 years of experience in technology and financial services. He joins from Barclays, where he served as vice chairman focused on the software sector within the firm's technology investment banking group. Previously, Auty spent 25 years at J.P. Morgan as managing director of equity research covering the software industry. The appointment comes as HighLevel continues to scale globally. The company recently opened its customer centre in Dallas and an AI centre of excellence in Dubai. Auty will lead HighLevel's global finance organisation and financial strategy as the company expands its platform serving small businesses worldwide.

Small Business PR
Sep 28th, 2026
Small business news releases.

Small business news releases. HighLevel appoints Sterling Auty as Chief Financial Officer. Technology and financial services veteran brings over 30 years of experience to HighLevel as the company continues to scale globally DALLAS, Sept. 28, 2026 /PRNewswire/ - HighLevel, the AI operating system for small and medium businesses, has announced the appointment of Sterling Auty as Chief Financial Officer. Sterling brings more than 30 years of experience across technology and financial services, with a career spanning equity research, capital markets and investment banking. He joins HighLevel from Barclays, where he served as Vice Chairman focused on the software sector within the firm's Technology Investment Banking Group. His appointment strengthens HighLevel's leadership team as the company continues to scale and invest in the technology and ecosystem helping businesses access powerful AI and business tools without the resources or complexity traditionally required of larger organizations. The appointment follows the opening of HighLevel's HQ West, the Customer Center in Dallas, and the recent opening of HQ East, the AI Center of Excellence in Dubai, expanding the company's global footprint and investment in AI innovation. "Sterling understands the technology industry at a level very few people do, but just as important, he understands that great companies are built by great people," HighLevel's founding triumvirate, Shaun Clark, Varun Vairavan and Robin Alex, said in a joint statement."As HighLevel continues to grow, we want to do it in a way that creates even more opportunity for the businesses, agencies and partners we serve. Sterling brings the experience, leadership and long-term perspective to help us do that while building an organization that can scale with our ambitions." Sterling spent 25 years at J.P. Morgan, where he served as Managing Director of Equity Research focused on the software industry. During his tenure, he covered companies across nearly every major area of software and worked alongside many of the industry's leading businesses as they navigated growth, capital markets and changing technology cycles. He later joined SVB Securities as Senior Managing Director and Head of Software Equity Research before moving to Barclays, where he helped grow the firm's software investment banking business across capital markets and mergers and acquisitions. Throughout his career, Sterling has focused not only on what makes technology companies successful, but on the people and cultures that allow them to succeed over time. His leadership philosophy centers on helping people grow, build their strengths and do their best work. "I've been deeply impressed by the strength of HighLevel's business and its founding mission to help SMBs grow and make more money. Since inception, the company has delivered rapid, profitable growth organically, without relying on outside primary capital. I'm thrilled to join the team and help scale the business and its impact in the years ahead," said Sterling. As CFO, Auty will lead HighLevel's global finance organization and financial strategy, supporting the company as it continues to expand its platform and ecosystem of agencies and partners serving small businesses around the world. About HighLevel HighLevel is the AI-powered operating system for businesses, agencies and founders. The platform brings CRM, messaging, automation, revenue workflows and AI into a single system built for an AI-first economy. By embedding intelligence directly into how businesses operate, HighLevel enables teams to work alongside AI and deploy agents that can take action across everyday business workflows. Through its platform and global ecosystem of agencies and partners, HighLevel gives businesses the technology and infrastructure to operate more efficiently, reduce complexity and grow without adding unnecessary overhead. SOURCE HighLevel