CRM Specialist

About Us

At Leap, we’re on a mission to transform the home improvement industry - and we want you to be part of that journey. We’re proud to be recognized on the Inc. 5000 and Inc. Regionals lists for 5+ consecutive years, reflecting sustained growth driven by innovation, strong execution, and an incredible team. We build technology that helps contractors work smarter, scale faster, and deliver better experiences to their customers.

When you join Leap, you’ll work alongside curious minds, bold innovators, and thoughtful risk-takers who care deeply about doing great work - and doing it together. Our culture is transparent, supportive, and grounded in approachable leadership. We actively listen to our employees through semi-annual engagement surveys, maintain a strong eNPS score, and consistently act on feedback to improve what’s working and where we can do better.

We believe great work happens when people are supported outside of work, which is why we offer comprehensive benefits and wellness resources for you and your family.

Take the Leap today and help shape what’s next.

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.

• 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.

• 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.
• Required:
  
  Fluency in…