Client Onboarding & CRM Admin Assistant

Job Description

SHAMROCK ROOFING & CONSTRUCTION Client Onboarding & CRM Admin Assistant Full -Time | In-Office | Overland Park, KS Shamrock Roofing and Construction is seeking a detail-oriented and tech-savvy Client Onboarding & CRM Admin Assistant to support the operational rollout and ongoing adoption of Trussi.ai, our proprietary roofing CRM platform. This role is instrumental in ensuring that new clients and internal users are successfully onboarded, trained, and set up for long-term success within the system. Working closely with the Operations Manager and cross-functional teams, the ideal candidate brings a strong administrative foundation, excellent communication skills, and a genuine comfort with CRM platforms and digital tools. This is a high-impact, detail-driven role at the intersection of client success, operations, and technology. Key Responsibilities Client Onboarding Coordinate and execute end-to-end onboarding workflows for new clients and internal market locations entering the Trussi.ai platform Set up user accounts, roles, and permission structures in Trussi.ai in alignment with established guidelines Collect, verify, and input onboarding data including company details, team rosters, and workflow configurations Communicate proactively with clients and internal stakeholders throughout the onboarding process to ensure a smooth experience Track onboarding progress, escalate blockers, and maintain accurate status logs CRM Administration & Support Serve as a day-to-day resource for Trussi.ai users, troubleshooting common issues and escalating bugs through the appropriate channels Maintain clean, accurate data within the CRM; identify and resolve duplicate records, missing fields, or configuration erro