Director of Systems and Processes

🕒 3 dias atrás

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Stonegrove Roofing Partners

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2024

🏗️ Construção

💼 Consultoria

📦 Logística

Construction • Consulting • Logistics

A Stonegrove Roofing Partners é uma plataforma coletiva e de investimento que reúne marcas locais de destaque em telhados residenciais para ampliar as operações, preservando a liderança local e a identidade da marca. A SRP oferece capital, recursos operacionais compartilhados, marketing, poder de compra e orientação estratégica para ajudar as empresas parceiras de telhados a crescerem, melhorarem a eficiência e atenderem suas comunidades. A empresa se posiciona como um consolidador parceiro, focado em relacionamentos de longo prazo, disciplina operacional e na preservação da cultura empresarial em uma rede nacional de marcas de telhados.

Descrição

• Configure and maintain AccuLynx workflows, fields, permissions, templates, and standards • Support system configuration across HubSpot, CompanyCam, financing platforms, estimating tools, and related revenue systems • Execute approved system improvements and document configuration changes • Maintain CRM governance while balancing platform consistency with approved local flexibility • Monitor system usage and identify missing, inconsistent, or inaccurate data • Support partner data cleanup initiatives • Improve lead source tracking, workflow accuracy, financing visibility, and reporting inputs • Partner with reporting teams to improve dashboard reliability and forecasting accuracy • Support implementation of revenue systems across existing and newly acquired Partners • Participate in system audits, cleanup efforts, rollout planning, and post-launch support • Work alongside local Partner champions to reinforce adoption and resolve technical issues • Train office, sales, production, and field teams on system workflows and operating standards • Create job aids, documentation, walkthroughs, and training materials • Facilitate virtual and in-person training sessions • Maintain documentation for approved configurations and workflows • Monitor administrative permissions and recommend governance improvements • Help prevent configuration drift across the platform • Support the ongoing evolution of the Stonegrove Operating System

🎯 Requisitos

• 5+ years of experience owning CRM, revenue systems, sales operations, business systems, or process improvement • Experience configuring and supporting CRM platforms; AccuLynx strongly preferred • Experience improving data quality, reporting accuracy, and operational workflows • Strong understanding of lead-to-cash business processes • Experience training users and supporting system adoption • Ability to document workflows, standards, and operating procedures • Strong analytical and problem-solving skills • Comfortable working with executive leadership and field users • Willingness to travel to Partner locations as needed • Preferred experience in roofing, restoration, construction, or home services • AccuLynx administration or configuration experience preferred • Sage ERP integration or financial workflow knowledge preferred • CRM implementations and workflow redesign experience preferred • API integrations and reporting platforms experience preferred • Private equity or multi-location operating environments experience preferred

🏖️ Benefícios

• Unlimited PTO • 401(k) matching • Flexible schedule • Annual bonus • Remote position • Medical, dental, and vision insurance • 401(k) • Opportunity to build systems inside one of the fastest-growing roofing platforms in the country • High-impact role with direct visibility to executive leadership