About the Company

We are a rapidly growing, private equity-backed company generating over $200M in revenue with a strong presence across 10 states and 24 offices nationwide. We partner with residential and commercial property owners to navigate the insurance claims process and deliver high-quality, covered repairs. As we continue to scale through acquisitions and organic growth, we are investing in platform administration and operations technology to keep our systems running at the level our business demands.

Position Overview

We are looking for a highly skilled and detail-oriented AccuLynx Systems Administrator to own the day-to-day administration, configuration, and optimization of our AccuLynx CRM platform. This is a hands-on, high-accountability role responsible for system setup, user management, contract configuration, workflow automation, location management, and ongoing support across the organization.

The right candidate is deeply proficient in AccuLynx — not just a user, but an administrator who understands how to build and maintain the platform at a structural level. You will also need to be genuinely strong with AI tools and Microsoft Excel, and comfortable managing multiple priorities simultaneously in a fast-moving environment. If you thrive on system ownership, love building automations that make operations smoother, and can juggle multiple workstreams without losing accuracy, this role is for you.

Key Responsibilities

AccuLynx Administration — Primary Function

This is the core of the role. You will own AccuLynx at the admin level.

•     Serve as the primary AccuLynx system administrator — responsible for all backend configuration, setup, and ongoing management of the platform

•     Set up and configure new users, roles, permissions, and access levels across the organization

•     Build and maintain workflows and automations within AccuLynx to improve operational efficiency and reduce manual work

•     Configure and manage contract templates, document setups, and SmarterDocs integrations within the platform

•     Manage location setup and configuration across all company offices and branches within AccuLynx

•     Maintain the integrity and organization of the AccuLynx environment — ensuring data is clean, structures are logical, and the system supports the business as it scales

Support & Issue Management

•     Serve as the internal AccuLynx support resource — triaging user issues, resolving configuration problems, and escalating to the vendor when necessary

•     Manage a support queue for AccuLynx-related requests from operations, sales, and field teams

•     Build and maintain user-facing documentation and training materials to support platform adoption and self-service

•     Proactively identify system gaps, user pain points, and opportunities to improve the AccuLynx setup

Workflow & Automation

•     Design, build, and maintain automated workflows within AccuLynx to streamline operations across the full project lifecycle

•     Identify repetitive manual processes and replace them with reliable automations that save time and reduce error

•     Test automations thoroughly before deployment and monitor their performance after launch

•     Collaborate with operations leadership to prioritize automation opportunities based on business impact

AI Tools & Productivity

•     Use AI tools strategically and fluently as part of the daily workflow — for documentation, process improvement, support response drafting, and system optimization

•     Stay current on AI capabilities relevant to CRM administration and operations, and bring new ideas to the team proactively

•     Apply AI to accelerate output without sacrificing accuracy or quality

Excel & Data Management

•     Build and maintain advanced Excel workbooks for tracking, reporting, and data analysis across system administration tasks

•     Use Excel to audit AccuLynx data, prepare import files, track user adoption, and produce operational reports

•     Advanced Excel proficiency is required — pivot tables, VLOOKUPs/XLOOKUPs, formulas, and structured data management are daily functions

Multitasking & Operational Coordination

•     Manage multiple ongoing projects, support requests, and configuration tasks simultaneously without losing accuracy or momentum

•     Communicate clearly across internal teams about system changes, new features, and upcoming workflow updates

•     Coordinate with operations, sales, finance, and field teams to ensure the AccuLynx platform reflects how the business actually works

Required Qualifications

•     Demonstrated, hands-on proficiency in AccuLynx — at the administrator level, not just as an end user — this is a hard requirement

•     Experience with AccuLynx system setup including user configuration, role management, location management, contract setup, and workflow automation

•     Advanced Microsoft Excel skills — pivot tables, VLOOKUPs/XLOOKUPs, data cleaning, and reporting are daily expectations

•     Strong AI tool fluency — you use AI daily and effectively, not occasionally

•     Proven ability to manage multiple workstreams and priorities simultaneously without losing detail or accuracy

•     Strong written and verbal communication skills — you can explain technical configurations clearly to non-technical stakeholders

•     Self-directed and reliable in a fully remote environment

Preferred Qualifications

•     Experience with SmarterDocs for contract and document configuration within AccuLynx

•     Familiarity with Zoho Desk for support ticket management and customer service workflows

•     Experience with Smartsheet for project tracking, reporting, or operational management

•     Background in roofing, field service, construction, or insurance restoration industries

•     Experience supporting ERP platforms or managing cross-system data workflows

•     Background in CRM or platform administration for a multi-location or multi-branch organization

What Makes You a Great Fit

•     AccuLynx is a platform you know deeply — you understand how it is structured, how to configure it correctly, and how to fix it when something is off

•     You build automations that actually work and get adopted — because you tested them, documented them, and trained people on them

•     Your Excel files are clean, accurate, and built to be used by others — not just yourself

•     You use AI tools the way a skilled professional uses any tool — strategically, consistently, and to real effect

•     You manage five open items at once and nothing slips — because your system is as organized as the systems you administer

To start the process, please complete this assessment:

https://assessment.aptiveindex.com/s/Hgp0yyxyPBIT

Requirements

This is a full time role
Rate is $10-$13/hr

100% Remote