Implementation Builder

Job Overview

The Implementation Builder – Account Setup is a key player in our customer onboarding journey. In this role, you’ll ensure a smooth and timely transition of new customers onto the Roofr platform by translating customer-provided documentation into platform-ready configurations.

But this isn’t just data entry — this role blends technical precision and a knowledge of roofing that we will be able to provide you during the training period. You will build accounts based on the documents provided by customers and the training we provide you as well. You'll also need to thrive in a dynamic, fast-paced environment where processes evolve rapidly as we scale andintroduce new features or processes.

Job Details

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Work setup: Work from home

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Schedule: Tuesday to Saturday | 3 AM to 12 PM (Philippine time)

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Holiday: Will follow PH holidays

Responsibilities

- Platform Configuration: Configure and tailor customer accounts based on documentation and direction from the Implementation Specialist.

- CRM & Data Management: Maintain clean and organized customer records in Hubspot, with high standards of data hygiene and accuracy.

- File Handling: Convert, interpret, and manipulate various document types (e.g., PDFs, Word, Excel, CSVs) for platform compatibility.

- Internal Collaboration: Work cross-functionally with Implementation Specialists and your fellow Builders to keep onboarding efficient, precise, and customer-focused.

- Adapt & Learn: Embrace changes in tools, processes, and product features with agility and a growth mindset.

- Time Management: Efficient time management skills, with the ability to prioritize tasks and meet deadlines.

Qualifications

- 1–2 years of experience in data entry, implementation, platform setup, or a related role.

- Exposure to the roofing, construction, or home services industry is a plus.

- Hands-on experience using CRM tools, preferably HubSpot.

- Strong written English communication skills with attention to grammar and clarity.

- Proficiency in handling and converting various file types (e.g., PDF to CSV, Excel).

- High attention to detail and strong organizational skills.

- Ability to work independently in a remote, fast-paced environment.

- Willingness to learn and adapt as processes evolve.

Originally posted on Himalayas