CRM Specialist

Job not on LinkedIn

🕒 4 days ago

🇺🇸 United States – Remote

💵 $60k - $67.5k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Leap

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

🏗️ Construction

📦 Logistics

💼 Consulting

Construction • Logistics • Consulting

Leap is a SaaS CRM and in-home sales platform built for roofing, remodeling, and other residential construction contractors. It streamlines estimating, proposals, dynamic contracts, payment processing, subcontractor and customer portals, and field sales workflows while integrating with partners like QuickBooks, GreenSky, EagleView, and Angi. Leap targets B2B customers (roofers, remodelers, windows & doors, HVAC, plumbing and general contractors) to help them win, manage, and scale more jobs.

📋 Description

• Lead engaging, hands-on customer training sessions via Zoom • Manage customer onboarding projects from initiation through completion • Provide backend training and configure software settings to customer requirements • Address customer requests by developing solutions that meet business needs • Apply project management practices, including time tracking and maintaining detailed project plans • Identify and mitigate potential issues, risks, and concerns during onboarding • Help develop and execute customer education programs • Collaborate with Customer Success departments to configure customer accounts • Deliver a positive, seamless customer onboarding experience and support customer satisfaction

🎯 Requirements

• 1–2 years of experience using, supporting, or troubleshooting web-based applications • 1–2 years of experience in an external client-facing role • 1–2 years of experience with software implementation; familiarity with CRM tools preferred • 1–2 years of project management experience • Fluency in English and Spanish required • Excellent written and verbal communication skills • Strong technical, analytical, and troubleshooting skills • Strong organizational skills and ability to manage multiple tasks and projects simultaneously • Exceptional attention to detail and accuracy • Ability to prioritize tasks and manage workload efficiently in a high-volume, deadline-driven environment • Associate's degree or Bachelor's degree required • Prior experience with retail home services, contractor-focused, field service businesses, or a closely related industry strongly preferred

🏖️ Benefits

• Affordable health and wellness coverage, starting the first of the month following hire date • 401(k) company match • Flexible Time Off (FTO) policy • 10 paid sick days • 8 paid company holidays • Employee Assistance Program (EAP) • LifeMart discounts on groceries, restaurants, entertainment, pet insurance, cell phones, child care, and more • MoveSpring wellness app with step challenges, workout content, meditation tools, and wellness blogs • Culture and team-building activities, including team events, challenges, company traditions, and Annual Summit

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