[Hiring] Implementation Builder @Sourcefit

Role Description

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. This role blends technical precision and a knowledge of roofing that we will provide during the training period.

You'll also need to thrive in a dynamic, fast-paced environment where processes evolve rapidly as we scale and introduce new features or processes.

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 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.

Requirements

• Work from home.
• Schedule: Tuesday to Saturday | 3 AM to 12 PM (Philippine time).
• Holiday: Will follow PH holidays.