Director of Systems and Processes
Stonegrove Roofing Partners · United States
FULL TIMEfull-time
Job Description
Responsive recruiter Benefits:
- Unlimited PTO
- 401(k) matching
- Flexible schedule
- Configure and maintain AccuLynx workflows, fields, permissions, templates, and standards
- Support system configuration across HubSpot, CompanyCam, financing platforms, estimating tools, and related revenue systems
- Execute approved system improvements and document configuration changes
- Maintain CRM governance while balancing platform consistency with approved local flexibility
- Monitor system usage and identify missing, inconsistent, or inaccurate data
- Support partner data cleanup initiatives
- Improve lead source tracking, workflow accuracy, financing visibility, and reporting inputs
- Partner with reporting teams to improve dashboard reliability and forecasting accuracy
- Support implementation of revenue systems across existing and newly acquired Partners
- Participate in system audits, cleanup efforts, rollout planning, and post-launch support
- Work alongside local Partner champions to reinforce adoption and resolve technical issues
- Train office, sales, production, and field teams on system workflows and operating standards
- Create practical job aids, documentation, walkthroughs, and training materials
- Facilitate virtual and in-person training sessions
- Help users understand not just how to use the system, but why accurate data matters
- Maintain documentation for approved configurations and workflows
- Monitor administrative permissions and recommend governance improvements
- Help prevent configuration drift across the platform
- Support the ongoing evolution of the Stonegrove Operating System
- 5+ years of experience owning CRM, revenue systems, sales operations, business systems, or process improvement
- Experience configuring and supporting CRM platforms (AccuLynx strongly preferred)
- Experience improving data quality, reporting accuracy, and operational workflows
- Strong understanding of lead-to-cash business processes
- Experience training users and supporting system adoption
- Ability to document workflows, standards, and operating procedures
- Strong analytical and problem-solving skills
- Comfortable working with both executive leadership and field users
- Willingness to travel to Partner locations as needed
- Roofing, restoration, construction, or home services industry
- AccuLynx administration or configuration
- Sage ERP integration or financial workflow knowledge
- CRM implementations and workflow redesign
- API integrations and reporting platforms
- Private equity or multi-location operating environments
- Remote position with travel to Partner locations
- Competitive base salary + annual bonus
- Medical, dental, and vision insurance
- 401(k)
- Unlimited PTO
- Opportunity to build systems inside one of the fastest-growing roofing platforms in the country
- High-impact role with direct visibility to executive leadership
Details
| Company | Stonegrove Roofing Partners |
| Location | United States |
| Type | FULL TIME |
| Niche | general |
| Experience | full-time |
