CRM Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct interactive and engaging customer training sessions through Zoom.

• Oversee customer onboarding projects from start to finish.

• Deliver backend training and tailor software settings to meet customer specifications.

• Respond to customer inquiries by creating solutions that fulfill business requirements.

• Implement project management techniques, including time tracking and maintaining comprehensive project plans.

• Recognize and address potential issues, risks, and concerns throughout the onboarding process.

• Assist in the development and execution of customer education initiatives.

• Collaborate with Customer Success teams to set up customer accounts.

• Ensure a positive and seamless onboarding experience for customers, enhancing customer satisfaction.

⛳️ Requirements

• 1–2 years of experience in using, supporting, or troubleshooting web-based applications.

• 1–2 years of experience in a client-facing role.

• 1–2 years of experience with software implementation; familiarity with CRM tools is preferred.

• 1–2 years of project management experience.

• Proficiency in both English and Spanish is required.

• Outstanding written and verbal communication capabilities.

• Strong technical, analytical, and problem-solving abilities.

• Excellent organizational skills with the capacity to manage multiple tasks and projects at once.

• High attention to detail and accuracy.

• Ability to prioritize tasks and efficiently manage workload in a fast-paced, deadline-driven environment.

• An Associate's degree or Bachelor's degree is required.

• Previous experience in retail home services, contractor-focused, field service businesses, or a related industry is highly preferred.

🏝️ Benefits

• Affordable health and wellness coverage, effective from the first of the month after the hire date.

• 401(k) company matching.

• Flexible Time Off (FTO) policy.

• 10 paid sick days.

• 8 paid company holidays.

• Employee Assistance Program (EAP).

• Discounts via LifeMart on groceries, dining, entertainment, pet insurance, mobile phones, childcare, and more.

• Access to the MoveSpring wellness app, featuring step challenges, workout content, meditation resources, and wellness articles.

• Opportunities for culture and team-building activities, including team events, challenges, company traditions, and an Annual Summit.