Digital Operations & CRM Manager

ConstructionExecs; Portsmouth (RI); On-site; USD 90,000 - 120,000; Full time

Job summary

ConstructionExecs in Portsmouth, RI seeks a Digital Operations & CRM Manager to own CRM, Microsoft 365, and AI-driven workflows, partnering with ownership to build a scalable, data-driven operation.

You will replace spreadsheets with a modern digital backbone, define data structures for leads, jobs, customers, and vendors, and create dashboards for pipeline and forecasting.

Qualifications

• Experience owning CRM and Microsoft 365 environments.
• Ability to design and implement scalable digital standards.
• Strong data-driven mindset with operations influence.

Responsibilities

• CRM Ownership: Evaluate, select, and implement a CRM built for construction and trades.
• Data Structures: Build data structures for leads, estimates, jobs, customers, properties, and vendors.
• Workflow Automation: Create automated workflows for intake, proposals, job status, and follow-up.
• Dashboards: Develop dashboards for pipeline, backlog, close rates, and forecasting.
• Microsoft 365: Standardize Outlook, SharePoint, OneDrive, Teams, and Planner usage.
• Governance: Implement folder structures, permissions, naming conventions, and version control.
• Account Security: Manage user accounts, security, backups, and basic …

Skills

CRM ownership

Data structures

Workflow automation

Dashboards

Microsoft 365

Governance

Account security

Job description

Portsmouth, RIDigital Operations & CRM Manager

The Role

You will own the company's CRM, Microsoft 365 environment, and AI-driven workflows. This role blends systems design, operations thinking, and hands‑on implementation. Your mission is to transform the company into a consistent, scalable, data-driven operation.

The Organization

Our client is a premier roofing and architectural metals firm serving luxury homes, historic estates, and high-end coastal properties across Rhode Island and Southern New England. As the organization scales past $10M+ annually, it is replacing spreadsheets and tribal knowledge with a modern, integrated digital operations backbone. This is a rare opportunity to build a complete system, from CRM to Microsoft 365 to AI-powered workflows, directly alongside ownership, with full authority to design, implement, and enforce the digital standards that will carry the company into its next decade.

Core Responsibilities

• CRM Ownership: Evaluate, select, and implement a CRM built for construction and trades.
• Data Structures: Build data structures for leads, estimates, jobs, customers, properties, and vendors.
• Workflow Automation: Create automated workflows for intake, proposals, job status, and follow-up.
• Dashboards: Develop dashboards for pipeline, backlog, close rates, and forecasting.
• Microsoft 365: Standardize Outlook, SharePoint, OneDrive, Teams, and Planner usage.
• Governance: Implement folder structures, permissions, naming conventions, and version control.
• Account Security: Manage user accounts, security, backups, and basic …