AccuLynx Systems Administrator

Position Summary

We are seeking a highly skilled AccuLynx Systems Administrator to manage and optimize our AccuLynx CRM platform daily. This hands-on role requires ownership over system configuration, user management, contract setups, workflow automation, location administration, and providing ongoing platform support organization-wide.

Core Responsibilities

• Act as the main AccuLynx administrator responsible for backend setup, configuration, and continuous platform management.
• Establish and configure new users, roles, permission levels, and organizational access rights.
• Create and maintain workflows and automation processes within AccuLynx to streamline operations and minimize manual tasks.
• Setup and manage contract templates, documents, and integrate SmarterDocs functionality.
• Administer location configurations across all company branches within the platform.
• Ensure data cleanliness, logical system structures, and support scalable business operations through platform integrity maintenance.
• Provide internal support by triaging and resolving user issues, escalating to vendors when needed, and managing support requests from operational, sales, and field teams.
• Develop and maintain user documentation and training resources to enhance platform adoption and self-service capabilities.
• Identify system inefficiencies and user challenges proactively to improve platform setup.
• Design and test automated workflows covering the full project lifecycle and ensure thorough monitoring post-deployment.
• Collaborate with operations leadership to prioritize impactful automation initiatives.
• Utilize AI tools daily for documentation, process enhancements, support communications, and system optimization, remaining current on relevant AI technologies.
• Build and maintain advanced Excel workbooks (including pivot tables, VLOOKUP/XLOOKUP, formulas) to audit data, generate reports, track user adoption, and support system administration tasks.
• Handle multiple projects and tasks simultaneously while maintaining accuracy and timely communication across teams.

Required Qualifications

• Hands-on experience with AccuLynx at the administrator level, including user, role, location, contract, and workflow management.
• Advanced proficiency in Microsoft Excel with capabilities such as pivot tables, lookup functions, data cleaning, and reporting.
• Strong fluency in using AI tools regularly and effectively.
• Proven multitasking ability managing several workstreams without sacrificing detail or precision.
• Excellent written and verbal communication skills to explain technical matters clearly to non-technical colleagues.
• Self-motivated and dependable working fully remotely.

Preferred Qualifications

• Experience configuring SmarterDocs for contracts and document management within AccuLynx.
• Familiarity with Zoho Desk for managing support tickets and customer service workflows.
• Knowledge of Smartsheet for project tracking and operational reporting.
• Background in roofing, field service, construction, or insurance restoration sectors.
• Experience supporting ERP systems or handling cross-platform data workflows.
• Prior experience administering CRM platforms in multi-location or multi-branch businesses.

Ideal Candidate Attributes

• Deep understanding of AccuLynx structure and the ability to configure and troubleshoot effectively.
• Capability to build practical automations, including testing, documentation, and training for user adoption.
• Produce clean, accurate Excel workbooks that serve team needs beyond personal use.
• Strategic and consistent use of AI tools as professional assets.
• Exceptional organizational skills to concurrently manage multiple open items without losing track.

Additional Information

• This is a full-time position with a remote working arrangement.
• The hourly compensation range is between $10 and $13.