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CRM Specialist

Job not on LinkedIn

πŸ”₯ 29 minutes ago

πŸ‡ΊπŸ‡Έ United States – Remote

πŸ’΅ $60k - $67.5k / year

⏰ Full Time

🟒 Junior

πŸ† Customer Success

πŸ—£οΈπŸ‡ͺπŸ‡Έ Spanish Required

Where this job comes from

Posted on Leap's careers page, not through a job board

First seen by Remote Rocketship 29 minutes ago

Logo of Leap

Leap

51 - 200 employees

☁️ SaaS

πŸ—οΈ Construction

🀝 B2B

SaaS β€’ Construction β€’ B2B

Leap is an all-in-one software platform for roofing and remodeling contractors. It combines CRM, in-home estimating (SalesPro), proposals/contracts, financing, production tracking, crew scheduling, material ordering, invoicing and payment processing so contractors can run the entire job from first inspection to final payment. Built by people who ran home improvement businesses, Leap targets roofers, remodelers and related residential construction trades and integrates with industry tools like EagleView, QuickBooks, CompanyCam and financing partners.

πŸ“‹ Description

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

🎯 Requirements

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

πŸ–οΈ Benefits

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

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