Administrative Assistant
About The Position
At Shamrock Roofing & Construction, we’re growing fast and looking for a motivated, organized, and tech-comfortable individual to join our team as a Client Onboarding & CRM Assistant. This is an excellent opportunity for someone beginning their career in operations, customer support, administration, or technology who wants hands-on experience working with CRM systems, client onboarding, and internal operations. In this role, you’ll help support the rollout and day-to-day use of Trussi.ai, our proprietary roofing CRM platform. You’ll work closely with team members across operations, client support, and technology to help ensure clients and internal users have a smooth onboarding experience and ongoing support. We’re looking for someone who is eager to learn, detail-oriented, dependable, and excited to grow with a fast-paced company.
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
