Apply on Employer Site

Leap · 1 week ago

Customer Relationship Management Specialist

United States

Full-time

Remote

Entry, Mid Level

$60K/yr - $63K/yr

1+ years exp

Leap is a company focused on transforming the home improvement industry and has been recognized as a Top Workplace. They are seeking a dynamic CRM Specialist who will lead training sessions, manage customer projects, and develop innovative solutions to ensure customer satisfaction and successful software integration.

CRMInformation ServicesInformation TechnologySalesSoftware

Growth Opportunities

Hiring Manager

Laura Hart, SHRM-CP

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

Qualification

Web-Based ApplicationsSoftware ImplementationBilingual (English/Spanish)Project ManagementCustomer ServiceTechnical SkillsOrganizational SkillsPrioritizationCommunication SkillsAttention to Detail

Required

1-2 years of experience using, supporting, or troubleshooting web-based applications

1-2 years of experience in an external client-facing role, demonstrating strong customer service skills

1-2 years of experience with software implementation, showcasing the ability to guide clients through the setup process

1-2 years of project management experience, including planning, executing, and overseeing projects to ensure timely completion

Fluency in English and Spanish, as this role will regularly interact with Spanish-speaking customers across phone, email, and chat channels

Excellent written and verbal communication skills to effectively convey information and instructions

Strong technical, analytical, and troubleshooting skills to address and resolve client issues

Strong organizational skills with the ability to manage multiple tasks and projects simultaneously

Exceptional attention to detail and accuracy in all work

Ability to prioritize tasks and manage workload efficiently in a high-volume, deadline-driven environment

Associate or Bachelor's degree in a relevant field or equivalent work experience

Preferred

Familiarity with CRM tools

Prior experience working with or onboarding customers in retail home services, contractor-focused, or field service businesses, or a closely related industry

Benefits

Affordable Health & Wellness Coverage – comprehensive and competitive benefits package, starting the first of the month following your hire date.

Invest in Your Future – 401(k) company match to help you build financial security.

Time to Recharge – We believe time to rest and recharge matters. Leap offers a Flexible Time Off (FTO) policy, 10 paid sick days, and 8 paid company holidays.

Comprehensive Employee Assistance Program (EAP) – resources to support your mental health, financial well-being, and everyday challenges.

Exclusive Discounts with LifeMart (via ADP) – save on groceries, restaurants, entertainment, pet insurance, cell phones, child care, and more!

MoveSpring Wellness App – stay active and engaged with company step challenges, workout content, meditation tools, and wellness blogs for a healthier you!

Culture & Team-Building Activities – we love to connect, celebrate, and grow together through team events, fun challenges, and company traditions like our Annual Summit!