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Onboarding & Implementation Specialist
3 hours ago
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.
- Advanced proficiency in Excel and Google Sheets, including VLOOKUP, pivot tables, INDEX MATCH, and other complex formulas.
- Proven experience in data cleaning, formatting, and preparation for system import or integration.
- Strong attention to detail with the ability to identify data discrepancies and maintain accuracy under tight deadlines.
- Familiarity with AI productivity tools (e.g., OpenAI, Claude, or similar) for data manipulation, analysis, or automation.
- Excellent problem-solving skills and ability to manage multiple data-related tasks simultaneously.
- Strong written and verbal communication skills to coordinate with cross-functional teams and clients.
- Experience handling large datasets and performing data validation.
- Bonus: Experience with Google Apps Script, macros, or workflow automation tools such as Zapier or Make.
Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:
- Permanent remote work flexibility
- Paid Time Off
- Health Maintenance Organization (HMO) coverage
- Annual performance bonuses
- Dedicated coaches offer an extra channel of support and skill-building
- Opportunities for professional growth
At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.
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