CRM Product Manager

About the Role

Position Summary

Lifted Logic is seeking a CRM Product Manager to take full ownership of its internal CRM platform and lead clients through the end-to-end implementation process. This role is not limited to onboarding support—it is a product-driven, client-facing position focused on delivering a seamless and strategic CRM experience.

The CRM Product Manager will manage setup, create custom workflows, conduct live training sessions, and serve as the primary expert and point of contact for both clients and internal teams. As the owner of Lifted Logic’s CRM offering, this individual will play a key role in shaping how the product evolves and delivers long-term value.

Key Responsibilities

Client Onboarding & CRM Configuration

• Serve as Point of Contact for the first 90 days of a CRM project
• Lead new client CRM onboarding from initial setup through to training hand-off to the CRM support team
• Collaborate with the client along with Lifted Logic project and account managers to gather necessary client information and assets
• Ensure clients are leveraging the CRM system effectively to meet their business goals.
• Configure workflows, automations, and integrations based on client business logic, as needed

Training & Support

• Host onboarding and training sessions with client stakeholders and lead call-back teams
• Provide business logic guidance around lead handling, follow-up protocol, and CRM best practices
• Create and maintain client-specific documentation and training materials
• Offer post-launch support for any CRM-related questions or issues
• Troubleshoot CRM-related problems and offer practical solutions.

Internal Collaboration

• Act as a point of contact for internal teams needing CRM insight or updates for a specific client
• Work closely with Account Managers and Project Managers to ensure marketing and CRM strategies align
• Identify opportunities for CRM process improvements internally and externally
• Troubleshoot technical issues and provide clear, timely resolutions.
  Identify and report bugs, usability gaps, and product improvement opportunities.
  Maintain internal documentation, onboarding templates, and training resources.

Qualifications

• Minimum 2 years experience with Leadcall back protocols or CRM platforms (experience with Lifted Logic CRM, HubSpot, Mailchimp, Constant Contact, or similar preferred)
• Previous client-facing experience strongly preferred
• Solid understanding of sales funnels, marketing automation, and lead nurturing best practices
• Strong communication skills —both written and verbal—with a knack for simplifying complex systems
• Prior work in an agency or fast-paced client services environment.
• Detail-oriented and highly organized; able to manage multiple clients and timelines simultaneously
• Tech-savvy with the ability to troubleshoot basic integration or workflow issues
  
  

Please note: Lifted Logic operates on a hybrid work scheduled and all employees are required to be in office 3 days a week (Tuesday, Wednesday, & Thursday)