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.

• 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.

Learn More

Stay updated on open roles and industry insights.

Follow us on:

• Instagram
• Facebook
• LinkedIn
• YouTube
• Visit our website:
  

Tune in to our What Worked podcast

Check out What Worked podcast, hosted by our founders, Mike and Tyler, featuring conversations with business executives and founders—including some of our clients.