Portsmouth, RI
Digital Operations & CRM ManagerThe RoleYou will own the company's CRM, Microsoft 365 environment, and AI-driven workflows. This role blends systems design, operations thinking, and hands-on implementation. Your mission is to transform the company into a consistent, scalable, data-driven operation.
The OrganizationOur client is a premier roofing and architectural metals firm serving luxury homes, historic estates, and high-end coastal properties across Rhode Island and Southern New England. As the organization scales past $10M+ annually, it is replacing spreadsheets and tribal knowledge with a modern, integrated digital operations backbone. This is a rare opportunity to build a complete system, from CRM to Microsoft 365 to AI-powered workflows, directly alongside ownership, with full authority to design, implement, and enforce the digital standards that will carry the company into its next decade.
Core Responsibilities- CRM Ownership: Evaluate, select, and implement a CRM built for construction and trades.
- Data Structures: Build data structures for leads, estimates, jobs, customers, properties, and vendors.
- Workflow Automation: Create automated workflows for intake, proposals, job status, and follow-up.
- Dashboards: Develop dashboards for pipeline, backlog, close rates, and forecasting.
- Microsoft 365: Standardize Outlook, SharePoint, OneDrive, Teams, and Planner usage.
- Governance: Implement folder structures, permissions, naming conventions, and version control.
- Account Security: Manage user accounts, security, backups, and basic compliance.
- AI Tools: Deploy Power Automate, Copilot, and other AI tools to eliminate repetitive tasks.
- Process Automation: Build automations for proposals, change orders, job closeout packages, and reporting.
- Templates: Create AI-assisted templates for emails, proposals, site notes, and customer communication.
- Workflow Mapping: Map workflows from lead to estimate to proposal to job to invoice to warranty.
- SOP Development: Convert workflows into clear SOPs and system-based processes.
- Playbook: Maintain a living Operations Playbook.
- Training: Train office and field staff on CRM, Microsoft 365, and AI workflows.
- Standards Enforcement: Enforce standards for data quality, naming conventions, and usage.
- Adoption Monitoring: Monitor adoption and refine workflows based on feedback.
- Data Quality: Ensure clean, validated data across all systems.
- Reporting: Deliver weekly owner dashboards and monthly KPI reporting.
- Operational Insights: Surface insights that improve scheduling, profitability, and customer experience.
Candidate Profile- CRM Experience: Strong experience with CRM platforms such as HubSpot, Zoho, Dynamics, and similar systems.
- Microsoft 365: Solid Microsoft 365 administration skills.
- Industry Background: Experience in construction, trades, or field-service operations.
- Process Mindset: Process-driven thinker with strong communication and training ability.
- Automation Skills: Comfortable building automations and using AI tools.
- Bonus Experience: Roofing or GC experience, CRM implementation from scratch, and job-costing familiarity.
Compensation & PerformanceCompetitive salary based on experience, plus performance incentives tied to adoption, efficiency gains, and system reliability.
ConstructionExecs | Building Careers in Construction
