Onboarding Specialist

Location

Cedar Park, TX | United States

Job description

ABOUT ROOFLINK:

ROOFLINK is different in several ways. Completing milestones moves your project through the pipeline and your dashboard automatically. Most other CRMs have boards that customers manually move to and from, basically replicating digital post-it notes. ROOFLINK sets itself apart with instant photo uploads, weather data, a prospecting tool to drop pins while knowing where your team has been, an assigned prospect area tool, bulk email and text from the map, unlimited DIY measurements included integrations with several 3rd party measurement software, and more. Estimates, material orders, and work orders are built off of the measurement tool. Automated text and email templates, payments, to-dos, notes, full calendar, and email integration is included as well. ROOFLINK has an app in the Apple and Google Play Store for your convenience and ease. We are total roofing automation. Built for professional roofers, by professional roofers. We know what works best in our field.

Ready to seize new challenges? ROOFLINK, a distinguished Heritage Construction Company is currently expanding our team and have an exciting opportunity for an Onboarding Specialists! Comprehensive training on all proprietary software will be provided. 

POSITION:

• Quickly grasp key roofing and SaaS industry concepts.
• Gather, analyze, and process client data during data migrations.
• Provide prompt responses to customer inquiries via phone and email.
• Maintain an organized approach through various onboarding milestones.
• Develop and nurture key customer relationships, fostering long-term partnerships between the ROOFLINK team and our clients.
• Guide customers through technical stages of implementation, including tools training, business process configuration, and basic systems integrations.
• Escalate challenges, both technical and non-technical, collaborating internally at ROOFLINK to ensure smooth onboarding processes.

REQUIREMENTS:

• Exceptional customer relationship building skills.
• Excellent written and oral communication skills.
• Strong analytical capabilities for advanced problem-solving.
• Demonstrable leadership skills.
• Ability to influence decision-making and drive change.
• Highly organized with a strong ability to multitask.
• Display good judgment and follow through on tasks until completion.
• Ability to work cross-functionally in a fast-paced environment.
• Experience with Microsoft Excel and Zoom.
• Accounting knowledge desired.

ADVANTAGE:

• Transparent Culture.
• Excellent opportunities for career growth.

WHAT WE HOPE YOU HAVE BUT NOT A REQUIREMENT: 

• Military Experience.
• Experience in a customer-facing role.
• Experience with Salesforce.
• Experience in the Roofing Industry, sales, support, or distribution.

JOB TYPE: Full-time

SALARY: Starting at $18.00 per hour

HOURS: 40 per week

SCHEDULE: 8-hour shift

WORK LOCATION:  In office in Cedar Park, TX

BENEFITS:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Job tags

Salary