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CRM Technical Support Specialist

Citadel Roofing and Solar
Sacramento, CA Full Time
POSTED ON 1/24/2025
AVAILABLE BEFORE 4/23/2025

Job Description

Job Description

Citadel Roofing and Solar is a well-established fast growing fully integrated roofing and solar company with more than 30 years of contracting experience, and a stellar reputation of service excellence to new construction homebuilders and homeowners throughout Northern, Central, and Southern California.

Our focus and core expertise is New Construction. We serve national, regional and local homebuilders, real estate developers, and general contractors, providing long-lasting roofing, solar, and home battery storage solutions for single-family homes, multifamily dwellings, and selected commercial buildings.

We leverage that expertise to also provide New Construction-grade roofing, solar, and home battery storage solutions to existing homeowners.

In all cases, reliable execution and customer service are at the heart of our operations.

Opportunity :

We are currently looking for a Technical Support Specialist to excel on our CRM Team!

The Technical Support Specialist will support all departments in day-to-day CRM user administrative support and maintaining overall business data integrity. Working closely with internal stakeholders in various departments, the Technical Support Specialist will be responsible for maintaining department dashboards and help with reporting.

Responsibilities :

CRM and User Administrative Support

  • CRM User Setup and password resets
  • Basic troubleshooting
  • Dashboard Setup, Modification & Maintenance
  • Report building & distribution, including both recurring & ad hoc requests
  • Data Importing (Adding / Editing CRM data in bulk when required)
  • Supporting daily user questions / requests. Troubleshooting issues, documenting and funneling tasks to CRM Development team as needed

Business Process Review, Training & Data Quality Audits

  • Regular Audits and Reviews of Project Data, perform cleanup / updates as needed
  • Process Documentation, including Training Materials
  • User training
  • Perform various tasks to support CRM development team
  • Skills and Qualifications :

  • 2 years of experience working in technical support of SAAS
  • Good troubleshooting skills
  • Excellent written and verbal communication skills required
  • Ability to work independently, as well as in a collaborative group environment
  • Fluency in Spanish is required
  • Experience conducting any level of user training is a plus
  • Advanced Microsoft Excel Skills ( VBA not required )
  • Compensation and Benefits :

    Citadel Roofing and Solar offers a competitive compensation package.  The compensation is carefully considered based upon several factors including the position, industry background and / or experience.

  • Medical, Dental, Vision
  • Free basic life insurance
  • Section 125 Flexible Spending Account (health and dependent care)
  • Section 125 HSA (Health Savings Account)
  • Employee Assistance Program
  • 401(k) plus company match
  • Personal Time Off, Sick and Holidays
  • The best part is working with a great company - with great people - where your hard work is recognized and appreciated!

    Company Description

    With more than 30 years of experience the team at Citadel Roofing and Solar has installed roofs and solar systems up and down Northern California. While working for Major Residential Home Builders, Multifamily Apartment and Condominium Builders and Custom Home Builders, Citadel Roofing and Solar has earned the respect of the industry we serves. We are proud of our great reputation and look forward to working with you on your next project.

    Company Description

    With more than 30 years of experience the team at Citadel Roofing and Solar has installed roofs and solar systems up and down Northern California. While working for Major Residential Home Builders, Multifamily Apartment and Condominium Builders and Custom Home Builders, Citadel Roofing and Solar has earned the respect of the industry we serves. We are proud of our great reputation and look forward to working with you on your next project.

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    Job openings at Citadel Roofing and Solar

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