At Shamrock Roofing & Construction were 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 youll help support the rollout and day-to-day use of our proprietary roofing CRM platform. Youll 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.
Were looking for someone who is eager to learn detail-oriented dependable and excited to grow with a fast-paced company.
Key Responsibilities
Client Onboarding Support
Assist with onboarding new clients and internal teams into the 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
CRM & Administrative Support
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
Operational Coordination
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
What We Offer
Full-Time In Office Position
Monday-Friday 8:00 am to 5:00 pm an hour for lunch
Medical/Dental/Vision Insurance after 30 days of employment
PTO accrual after 30 Days of employment
401K after 6 months of employment
Compensation Range: $40k-$50k based on experience
All new hires are subject to a 90-day probationary period
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
Preferred (But Not Required)
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
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.
SHAMROCK ROOFING & CONSTRUCTION Administrative AssistantFull -Time In-Office Overland Park KSAt Shamrock Roofing & Construction were 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 oppo...
SHAMROCK ROOFING & CONSTRUCTION
Administrative Assistant
Full -Time In-Office Overland Park KS
At Shamrock Roofing & Construction were 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 youll help support the rollout and day-to-day use of our proprietary roofing CRM platform. Youll 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.
Were looking for someone who is eager to learn detail-oriented dependable and excited to grow with a fast-paced company.
Key Responsibilities
Client Onboarding Support
Assist with onboarding new clients and internal teams into the 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
CRM & Administrative Support
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
Operational Coordination
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
What We Offer
Full-Time In Office Position
Monday-Friday 8:00 am to 5:00 pm an hour for lunch
Medical/Dental/Vision Insurance after 30 days of employment
PTO accrual after 30 Days of employment
401K after 6 months of employment
Compensation Range: $40k-$50k based on experience
All new hires are subject to a 90-day probationary period
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
Preferred (But Not Required)
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
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.