About the Role
Position Summary
The Digital Support & CRM Specialist will serve as one of the primary points of contact for the Lifted Logic support team, providing exceptional support and guidance to clients and internal staff. This role includes managing client onboarding to the CRM platform, answering questions, troubleshooting issues, and ensuring clients are fully equipped to utilize the system effectively.
Additionally, the Specialist will assist with digital support tasks such as content updates, technical troubleshooting, and coordinating with project staff. Strong interpersonal skills, empathy, and a proactive approach are essential to drive both client and team success.
Essential Functions
CRM Support Responsibilities:
- Onboard clients to the CRM platform, guiding them through setup and best practices.
- Provide ongoing support, answering client questions and resolving technical issues.
- Troubleshoot CRM-related problems and offer practical solutions.
- Ensure clients are leveraging the CRM system effectively to meet their business goals.
Digital Support Responsibilities:
-
- Respond to client support emails and phone calls with a friendly and problem-solving attitude.
- Use CMS backend to edit/create webpages and perform content updates on live sites for clients.
- Add tracking pixels and source plugins to websites.
- Manage tasks within project management software.
- Collaborate with internal teams such as development, sales, and operations to escalate and resolve complex issues efficiently.
- Coordinate and communicate effectively with project staff to ensure smooth workflows.
- Provide support to both clients and office staff through ticketing software, phone calls, video calls, and face-to-face communication.
Position Requirements
- Able to lead project teams of various sizes and see projects through to completion
- Excellent client-facing and internal communication skills
- Excellent written and verbal communication skills
- High attention to detail and process oriented
- Critical thinking and problem solving
- Willingness to collaborate with all departments
- Knowledge of technical & content-related SEO practices (preferred, but not required)
- Knowledge of general business administration and sales (preferred, but not required)
-
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)
