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)

Past Project Management 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 schedule and all employees are required to be in office 3 days a week (Tuesday, Wednesday, & Thursday)

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