Technical Configuration Specialist
Technical Configuration Specialist
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Job Description
We are on the lookout for a Technical Configuration Specialist to join our growing team!
Who are we
Lofty is a leading SaaS platform transforming how residential real estate agents teams and brokerages manage their businesses. We empower clients to succeed by providing innovative tools that enhance lead generation streamline workflows and optimize growth opportunities. We are seeking a highly motivated Technical Configuration Specialist to join our growing team and drive growth within the industry. This is a fast-paced dynamic and results-oriented position offering excellent growth potential for ambitious individuals.
Whats the job
As a key member of our technical support team youll play a hands-on role in setting up and configuring our CRM platform for new clients. This role combines technical execution with client-facing communication to ensure a smooth and successful start. Youll be responsible for translating customer needs into tailored CRM solutions that drive long-term value.
- Build trust and create a positive experience for clients by connecting on one-on-one meetings via video call meetings or by phone to collect required information and data files for launching their experience.
- Import and map client data with accuracy ensuring a clean and functional deployment.
- Translate client business needs into practical CRM solutions using the platform and internal resources.
- Take full ownership of customer setup and configuration issues from initiation to resolution.
- Act as a trusted technical advisor for clients during onboarding and early adoption.
- Create and maintain internal documentation for setup procedures and best practices.
- Troubleshoot configuration problems and escalate issues to Tier 2 or Engineering teams when needed.
- Participate in special technical configuration projects as assigned.
- Collaborate closely with teams across Sales Customer Success and Development.
- Build a solid understanding of our CRM technology customer workflows and industry use cases.
- Stay curious and open to learning new tools features and system updates.
What are we looking for
- 12 years of experience in technical support CRM administration or client onboarding.
- An associate degree in computer science or equivalent hands-on experience in a technical field
- Interest in helping people the real estate industry and technical configuration.
- Comfortable working with spreadsheets data fields basic system logic and complex technical tools.
- Strong verbal and written communication skills. Able to explain technical steps clearly and confidently.
- High attention to detail time management and ability to handle multiple client setups in parallel.
- A self-starter who enjoys solving problems and taking ownership of outcomes.
Whats the work location
Youll be based out of our stunning light-filled headquarters in the Warehouse District of Downtown Phoenixa 17000-square-foot space designed for collaboration creativity and connection. During onboarding and training youll work in-office five days a week to build momentum meet your teammates and ramp up with hands-on support. Once key KPIs and performance metrics are met youll transition to a hybrid schedule of three in-office days per weekgiving you the flexibility to balance focused work and in-person collaboration.
Anything else Absolutely! Benefits and Perks:
This is a place where every day we are inspired by our teammates encouraging each other to be our best. The environment is friendly and supportive! And we feel its important to reward our team with competitive pay and benefits. Here are some of the highlights:
- Health Insurance:FREE medical coverage for employees for one of our plan options! And the ability to add dependents or choose an alternative plan and still receive a credit to keep costs down.
- Paid Time Off:Work hard play hard! In addition to 10 holidays we offer three weeks of paid time off so that you can achieve a healthy work-life balance.
- Paternity Leave:We support our team members as they grow their families! Once you qualify for FMLA you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child.
- Employee Assistance Program:We are proud to offer free access to SupportLinc a global platform that provides on-demand care as you navigate personal or professional challenges. This confidential and compassionate support system is available to you and your family members anytime you need help.
- Team Building:We may work across time zones and countries but were still united. We host a monthly schedule of team activities quarterly town halls open Q&A sessions and other special eventsso many fun ways for us to connect and support one another.
- Growth Opportunities:When our people growwe grow! We offer leadership training development journeys for core teams and coaching/mentoring opportunities. Constant growth and development are inherent in our culture.
- Tools To Do The Job:We ensure you are hooked up with the tools equipment and systems you need. We begin the process prior to your start date so you are ready to rock n roll on your first day.
- What ElseWe provide a 401(k) company match and 100% company-paid life/AD&D insurance/short-term disability. Our ultimate goal is to support you and your overall wellness.
Join our growing team and lets have fun building this business together!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
