Onboarding & Implementation Specialist

In the Home Construction Technology industry, we are transforming how builders manage residential construction projects—helping them stay on schedule, on budget, and deliver high-quality homes faster. Our AI-powered project management platform streamlines operations for builders and remodelers across the $1 trillion U.S. residential construction industry.

As an Onboarding & Implementation Specialist, you will play a key role in preparing, cleaning, and transforming customer data for seamless onboarding into our platform. This role requires technical proficiency in data handling, exceptional attention to detail, and a proactive mindset. You will collaborate closely with onboarding, product, and support teams to ensure data accuracy and a smooth customer setup experience.

Duties and Responsibilities

• Review, clean, and organize customer data (Excel, Google Sheets, CSVs) to ensure accuracy, completeness, and consistency.
• Format and transform data for import into the platform using advanced spreadsheet functions such as VLOOKUP, INDEX MATCH, pivot tables, and complex formulas.
• Leverage AI tools (e.g., ChatGPT or similar) to assist in data validation and transformation when data is received in unstructured formats.
• Identify missing or inconsistent information and collaborate with internal teams or customers to resolve issues before system upload.
• Develop and maintain Google Apps Scripts or macros to automate repetitive processes and improve efficiency.
• Assist in setting up accounts, maintaining internal records, and ensuring ongoing data accuracy.
• Pull, prepare, and analyze data for customer kickoff and reporting calls.
• Contribute to continuous process improvements for data onboarding and implementation workflows.
• Support internal and external teams by building presentation decks or data summaries as needed.