Administrative Assistant
About The Position
Shamrock Roofing & Construction is seeking a motivated, organized, and tech-comfortable Administrative Assistant to join their team. This role focuses on client onboarding and CRM assistance, offering hands-on experience with CRM systems, client onboarding, and internal operations. The ideal candidate will support the rollout and daily use of Trussi.ai, their proprietary roofing CRM platform, working with various teams to ensure a smooth client and user experience. The company is looking for someone eager to learn, detail-oriented, dependable, and excited to grow within a fast-paced environment.
Requirements
- Strong organization and attention to detail
- Comfortable learning and using new software and digital tools
- Positive attitude and willingness to learn
- Good written and verbal communication skills
- Ability to manage multiple tasks in a fast-paced environment
- Basic proficiency in Microsoft Office and/or Google Workspace
Nice To Haves
- Previous internship, office, customer service, or administrative experience
- Familiarity with CRM systems such as Salesforce, HubSpot, or AccuLynx
- Interest in operations, technology, customer success, or project coordination
- Experience in roofing, construction, or home services is a plus
Responsibilities
- Assist with onboarding new clients and internal teams into the Trussi.ai platform
- Help set up user accounts, permissions, and basic CRM configurations
- Collect and organize onboarding information including company details and team information
- Communicate with clients and internal team members throughout the onboarding process
- Track onboarding progress and maintain accurate records
- Provide basic support to users navigating the CRM platform
- Help maintain accurate CRM records and identify missing or duplicate information
- Assist with updating onboarding guides, training materials, and internal documentation
- Support testing and feedback efforts for new platform features and updates
- Schedule onboarding meetings, follow-ups, and internal tasks
- Organize digital files and onboarding documentation
- Assist with reporting and tracking onboarding activity and completion metrics
- Support day-to-day administrative tasks for the operations team
Benefits
- Medical/Dental/Vision Insurance after 30 days of employment
- PTO accrual after 30 Days of employment
- 401K after 6 months of employment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
