Job Description

SHAMROCK ROOFING & CONSTRUCTION

Client Onboarding & CRM Admin Assistant

Full -Time | In-Office | Overland Park, KS

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.

Key Responsibilities

Client Onboarding Support

• 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

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-$48k 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.