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.

Requirements

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.

Benefits

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.

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Onboarding & Implementation Specialist

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