CRM integration Specialist

Company Overview

It's a company that provides residential and commercial roofing and exterior renovation services, including roof replacements, repairs, inspections, and solar removal and reinstallation. The team balances craftsmanship with customer-focused service, working on everything from routine repairs to larger renovation and solar-related projects. The culture values hands-on collaboration, clear communication, and doing the job right for homeowners and commercial clients.

Mission

Keep the company's operational backbone accurate and organized: a well-maintained CRM, ready-to-use estimate and contract templates, up-to-date trackers and receivables, and seamless weekend call coverage so no customer inquiry goes unanswered.

Responsibilities

CRM & Software Management

• Perform system adjustments and configuration changes in the CRM and supporting software.
• Support ongoing CRM maintenance: clean data, fix duplicates, keep pipelines and fields consistent.
• Update sales trackers and ensure every customer record is accurate and complete.

Templates & Documentation

• Build and maintain custom templates for roofing estimates and customer contracts.
• Keep documents organized, version-controlled and easy for the team to find.

Data Management

• Create and maintain spreadsheets in Google Sheets for tracking, reporting and operations.

Accounting & Production Support

• Update accounts receivable and flag outstanding balances.
• Assist the production team with job documentation and coordination.
• Register manufacturer warranties for completed jobs.

Weekend Call Center Support (Saturday – Sunday)

• Answer incoming calls professionally and schedule customer appointments.
• Full training on the call process and scheduling will be provided.

Requirements

Must Have

• Strong, hands-on proficiency with CRM systems and office software tools.
• Advanced Google Sheets skills (formulas, lookups, filters, clean data structure).
• Experience in office or production support, basic accounting tasks (e.g., accounts receivable) and document organization.
• Excellent written and spoken English, with a confident phone manner for customer calls.
• Highly detail-oriented and organized; comfortable working independently.
• Availability Wednesday – Sunday, including weekend call coverage.

Nice to Have

• Experience in roofing, construction or home services.
• Experience building estimate or contract templates.
• Familiarity with manufacturer warranty registration processes.
• Prior call center or appointment-setting experience.

Tools

• CRM platform (client's system; training provided)
• Google Workspace: Sheets, Docs, Drive
• Office software for estimates, contracts and document management
• Phone / call center system for weekend coverage

Success Metrics

• CRM records and sales trackers are accurate and current, with no backlog of updates.
• Estimate and contract templates are built, adopted by the team and kept up to date.
• Accounts receivable is updated on schedule with outstanding balances clearly flagged.
• Warranties are registered promptly for every completed job.
• Weekend calls are answered and appointments booked accurately, with no missed inquiries.
  

Position Description

• Working Hours: 4 hours, from 7 PM till 11:00 PM Beirut Time
• Working Days: 5 days a week
• Days Off: Monday & Tuesday
• Work Location: Fully-remote, you can work from anywhere
• PTO (Paid Time Off): You may request time off anytime with advanced notice
• Salary: 700$/month