CRM Specialist

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

📋 Description

• Conduct interactive, hands-on training sessions for customers via Zoom.

• Oversee customer onboarding projects from start to finish.

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

• Respond to customer inquiries by creating solutions that align with business needs.

• Implement project management methodologies, including time tracking and detailed project planning.

• 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 smooth customer onboarding experience while supporting 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 in 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 skills.

• Strong technical, analytical, and troubleshooting abilities.

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

• High attention to detail and accuracy.

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

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

• Previous experience in retail home services, contractor-focused businesses, field service industries, or closely related sectors is strongly preferred.

🏝️ Benefits

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

• 401(k) company matching.

• 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.

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

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