Client Onboarding & CRM Admin Assistant

Shamrock Roofing • Overland Park, KS

1d • Onsite

About The Position

Shamrock Roofing and Construction is seeking a detail-oriented and tech-savvy Client Onboarding & CRM Admin Assistant to support the operational rollout and ongoing adoption of Trussi.ai, our proprietary roofing CRM platform. This role is instrumental in ensuring that new clients and internal users are successfully onboarded, trained, and set up for long-term success within the system. Working closely with the Operations Manager and cross-functional teams, the ideal candidate brings a strong administrative foundation, excellent communication skills, and a genuine comfort with CRM platforms and digital tools. This is a high-impact, detail-driven role at the intersection of client success, operations, and technology.

Requirements

• 2+ years of experience in an administrative, operations, or client-facing coordination role
• Demonstrated experience working within a CRM platform (e.g., AccuLynx, Salesforce, HubSpot, or similar)
• Strong written and verbal communication skills with a professional, client-ready presence
• High attention to detail and ability to manage multiple onboarding tasks simultaneously
• Comfort navigating and learning new software platforms quickly
• Proficiency in Microsoft Office Suite and/or Google Workspace

Nice To Haves

• Experience in the roofing, construction, or home services industry
• Familiarity with Trussi.ai or AccuLynx platforms
• Background in customer success, implementation coordination, or SaaS onboarding
• Experience working with multi-location or franchise business operations
• Comfort working in a fast-paced, startup-adjacent technology environment

Responsibilities

• Coordinate and execute end-to-end onboarding workflows for new clients and internal market locations entering the Trussi.ai platform
• Set up user accounts, roles, and permission structures in Trussi.ai in alignment with established guidelines
• Collect, verify, and input onboarding data including company details, team rosters, and workflow configurations
• Communicate proactively with clients and internal stakeholders throughout the onboarding process to ensure a smooth experience
• Track onboarding progress, escalate blockers, and maintain accurate status logs
• Serve as a day-to-day resource for Trussi.ai users, troubleshooting common issues and escalating bugs through the appropriate channels
• Maintain clean, accurate data within the CRM; identify and resolve duplicate records, missing fields, or configuration errors
• Support the documentation of platform processes, user guides, and onboarding SOPs
• Assist with testing and QA of new features and system updates prior to rollout
• Draft, manage, and track internal and external communications related to onboarding milestones and platform updates
• Coordinate scheduling, follow-ups, and task tracking for the onboarding pipeline
• Maintain organized digital records and file management related to client accounts and operational documentation
• Support reporting and metrics tracking related to onboarding completion rates and CRM adoption

Benefits

• Competitive hourly or salary compensation commensurate with experience
• Opportunity to work directly with Shamrock's operations leadership and the Trussi.ai development team
• Collaborative, in-office environment at our Overland Park, KS headquarters
• Career growth potential as the Trussi.ai platform continues to scale

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed