Director of Systems and Processes

This is a fully remote position, open to applicants in United States.

📋 Description

• Set up and manage AccuLynx workflows, fields, permissions, templates, and standards.

• Assist in the configuration of systems across HubSpot, CompanyCam, financing platforms, estimating tools, and related revenue systems.

• Implement approved system enhancements and document any configuration modifications.

• Uphold CRM governance while ensuring platform consistency alongside permitted local flexibility.

• Track system usage and pinpoint missing, inconsistent, or inaccurate data.

• Aid in partner data cleanup initiatives.

• Enhance lead source tracking, workflow precision, financing transparency, and reporting inputs.

• Collaborate with reporting teams to elevate dashboard reliability and forecasting precision.

• Assist in the implementation of revenue systems for both existing and newly acquired Partners.

• Engage in system audits, cleanup activities, rollout planning, and post-launch assistance.

• Collaborate with local Partner champions to promote adoption and address technical challenges.

• Educate office, sales, production, and field teams on system workflows and operational standards.

• Develop job aids, documentation, walkthroughs, and training resources.

• Conduct virtual and in-person training sessions.

• Maintain documentation for approved configurations and workflows.

• Oversee administrative permissions and suggest governance enhancements.

• Aid in preventing configuration drift across the platform.

• Support the continuous evolution of the Stonegrove Operating System.

⛳️ Requirements

• Minimum of 5 years of experience managing CRM, revenue systems, sales operations, business systems, or process improvement.

• Proven experience in configuring and supporting CRM platforms; AccuLynx is highly preferred.

• Background in enhancing data quality, reporting accuracy, and operational workflows.

• In-depth understanding of lead-to-cash business processes.

• Experience in training users and facilitating system adoption.

• Capability to document workflows, standards, and operating procedures.

• Strong analytical and problem-solving abilities.

• Comfortable interacting with executive leadership and field users.

• Willingness to travel to Partner locations as required.

• Preferred experience in roofing, restoration, construction, or home services.

• Prior experience with AccuLynx administration or configuration is preferred.

• Familiarity with Sage ERP integration or financial workflow knowledge is preferred.

• Experience with CRM implementations and workflow redesign is preferred.

• Knowledge of API integrations and reporting platforms is preferred.

• Experience in private equity or multi-location operational environments is preferred.

🏝️ Benefits

• Unlimited PTO.

• 401(k) matching.

• Flexible schedule.

• Annual bonus.

• Remote position.

• Medical, dental, and vision insurance.

• 401(k).

• Opportunity to develop systems within one of the fastest-growing roofing platforms in the nation.

• High-impact role with direct exposure to executive leadership.