CRM Specialist

• 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 English and Spanish, as this role will regularly interact with Spanish-speaking customers across phone, email, and chat channels.
• Strongly preferred: Prior experience working with or onboarding customers in retail home services, contractor-focused, or field service businesses, or a closely related industry.
• 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.
• Education : Associate's degree or Bachelor's degree required

Compensation will be determined based on experience, skills, and qualifications.

We believe in supporting our employees holistically - your health, financial well-being, time to recharge, and overall happiness matter to us.

Here’s what you can look forward to:

• 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!

Join us and experience a company that truly invests in YOU !

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.

Leap, LLC collects personal information from job applicants as part of our recruiting and hiring process.

This information is collected directly from you and from third parties such as background check providers and professional references.

It is shared only with Greenhouse Software Inc. (our recruiting platform) and others as required by law.

We do not sell your personal information.

The categories of information we collect, and the purposes for which we use them, include:

• Identifiers (name, email, phone, address) — to contact you and manage your application
• Professional information (resume, work history, skills, references) — to evaluate your qualifications
• Education information (degrees, certifications) — to verify credentials required for the role
• Background check data (criminal history, employment verification) — to complete pre-employment screening as permitted by law
• Voluntary demographic information (EEO data) — for legally required reporting only; not used in hiring decisions