Client Onboarding & CRM Admin Assistant

SHAMROCK ROOFING & CONSTRUCTION

Client Onboarding & CRM Admin Assistant

Full -Time In-Office Overland Park KS

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 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.

Key Responsibilities

Client Onboarding

• Coordinate and execute end-to-end onboarding workflows for new clients and internal market locations entering the platform
• Set up user accounts roles and permission structures in 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

CRM Administration & Support

• Serve as a day-to-day resource for 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

Administrative & Operational Support

• 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

What We Offer

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

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

Preferred Qualifications

• Experience in the roofing construction or home services industry
• Familiarity with 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

Core Competencies

Organizational Excellence

Proactively manages tasks timelines and details without being prompted

Tech Adaptability

Quickly learns new platforms and helps others do the same

Problem Solving

Identifies blockers early and drives toward resolution

Client-First Mindset

Treats every onboarding interaction as a reflection of the Shamrock brand

Clear Communication

Translates complex processes into simple actionable steps

Team Collaboration

Works across departments and time zones to get things done

Additional Information

Shamrock Roofing & Construction provides equal employment opportunities to all applicants without regard to race color religion sex national origin age disability sexual orientation or genetic information. All offers are contingent upon successful completion of a background check and Motor Vehicle Record (MVR) review. Shamrock participates in the E-Verify Program.