Implementation Builder at Sourcefit

Position Summary:

The Implementation Builder will play a crucial role in ensuring our customers are seamlessly onboarded onto the Client’s platform. Working closely with the Implementation Specialists, you will be responsible for accurately entering customer data and configuring platform settings per the specifications given to you from the assigned Implementation Specialist. Your attention to detail and organizational skills will be key to helping our customers get up and running smoothly.

Job Details:

• Implementation Builder
• Work from Home
• Tuesday to Saturdays | 3 AM to 12 PM Manila Time
• *Following PH Holidays

Responsibilities:

• Data Entry: Ensure accurate and efficient entry of customer data into the Client's platform.
• CRM Management: Maintain thorough and organized notes within our CRM (Hubspot), ensuring data hygiene and up-to-date customer records.
• Platform Configuration: Assist in configuring customer settings within the Client's system to tailor the platform to their specific needs.
• File Conversion: Manipulate and convert customer files (e.g., CSVs, PDFs) into formats compatible with the Client's systems.
• Collaboration: Work closely with Implementation Specialists to configure customer accounts through the onboarding process.

Qualifications:

• Experience: Previous experience in data entry and working with CRM systems like Hubspot or similar.
• Technical Skills: Proficiency in converting files into CSV formats for import into software platforms.
• Organizational Skills: Highly organized with a strong ability to take detailed notes and manage multiple tasks simultaneously.
• Attention to Detail: A keen eye for detail, ensuring accuracy in data entry and file conversions.
• Time Management: Efficient time management skills, with the ability to prioritize tasks and meet deadlines.
• Industry Knowledge: Familiarity with the roofing or construction industry is a plus, but not required.