CRM Specialist

About Us 

At Leap, we want YOU to be part of our journey as we transform the home improvement industry! We’ve been recognized as a Top Workplace and placed on Inc. 5000’s Fastest Growing Companies for 3+ consecutive years. Our complete platform paves the way for a new era in efficiency and professionalism for contractors. Share our passion for innovation and excellence and allow your creativity to meet craftsmanship. Take the Leap today! 

Position Overview 

We are seeking a dynamic and detail-oriented CRM Specialist to join our team. In this role, you will lead engaging Zoom training sessions, manage customer projects, provide backend training, and configure software to meet customer needs. You will also develop innovative solutions to address customer requests, ensuring their successful integration and satisfaction. This is a fantastic opportunity for a motivated individual to thrive in a fast-paced environment with ample opportunities for professional growth and advancement.
 

Responsibilities 

• Lead Interactive Training Sessions: Conduct engaging, hands-on training sessions via Zoom to ensure customers effectively utilize the software.
• Manage Customer Projects: Oversee customer onboarding projects from initiation to completion, ensuring timely delivery and adherence to project plans.
• Backend Training and Configuration: Provide in-depth training on backend functionalities and configure software settings to align with customer requirements.
• Customer Support and Solution Development: Address customer requests by devising innovative solutions and ensuring their business needs are met.
• Project Management: Implement project management best practices, including time tracking, development and maintenance of detailed project plans, and clear, consistent communication.
• Issue Identification and Mitigation: Proactively identify potential issues, risks, and concerns during the onboarding process and take appropriate actions to mitigate them.
• Customer Education Programs: Assist in developing and executing educational programs to support new business initiatives, ensuring customers are well-informed and empowered.
• Cross-Departmental Collaboration: Work collaboratively with various departments within Customer Success to ensure customer accounts are configured to meet their business needs.
• Enhance Customer Experience: Serve as a driving force in delivering a positive and seamless customer onboarding experience, ensuring high levels of satisfaction and success.

Qualifications 

• Education: Associate or Bachelor’s degree in a relevant field.
• Experience with Web-Based Applications: 1-2 years of experience using, supporting, or troubleshooting web-based applications.
• Client-Facing Role Experience: 1-2 years of experience in an external client-facing role, demonstrating strong customer service skills.
• Software Implementation: 1-2 years of experience with software implementation, showcasing the ability to guide clients through the setup process. Familiarity with CRM tools preferred.
• Project Management: 1-2 years of project management experience, including planning, executing, and overseeing projects to ensure timely completion.
• Communication Skills: Excellent written and verbal communication skills to effectively convey information and instructions.
• Technical and Analytical Skills: Strong technical, analytical, and troubleshooting skills to address and resolve client issues.
• Organizational Skills: Strong organizational skills with the ability to manage multiple tasks and projects simultaneously.
• Attention to Detail: Exceptional attention to detail and accuracy in all work.
• Prioritization and Time Management: Ability to prioritize tasks and manage workload efficiently in a high-volume, deadline-driven environment.
• Nice to have: While fluency in Spanish is not a requirement, it would be considered a valuable asset.

What it’s like to work at Leap 

When you join Leap, you’ll collaborate with curious minds, bold innovators and smart risk-takers. As a member of our team, you’ll be valued, supported, and included. With a transparent culture and approachable leadership, we offer career opportunities that match your ambitions and talents. To help maintain your work-life balance, we offer a range of resources for you and your family, including comprehensive benefits and wellness plans. 

Benefits 

• Medical, dental and vision benefits – affordable health care plans and company HSA contributions, starting the first of the month following 30 days of employment
• 401(k) company match
• Competitive time off package with 20 vacation days, 10 wellness days, 8 company holidays, 2 floating holidays, and 2 volunteer days
• Comprehensive Employee Assistance Program
• LifeMart discounts through ADP that include services such as groceries, restaurants, entertainment, pet insurance, auto, cell phone, child care and so much more
• Access to the MoveSpring app – an activity platform to enhance physical & mental health: includes company step challenges, exercise content, meditation tools and wellness-focused blogs
• Culture and team-building activities

Leap is an Equal Employment Opportunity and Affirmative Action Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are made based on qualifications, merit, and business needs.