Digital Transformation Manager

ConstructionExecs; Portsmouth (RI); On-site; USD 100,000 - 150,000; Full time

Job summary

ConstructionExecs is seeking a Digital Operations & CRM Manager to lead a transformation of business processes and technology. This is a hands-on role building an integrated digital operating environment from the ground up, partnering with ownership to convert spreadsheets and ad-hoc systems into scalable, enterprise-wide solutions.

You will own CRM selection and configuration, implement automated workflows, and develop dashboards that provide executive visibility across leads, projects, and

Qualifications

• Hands-on CRM implementation, configuration, or redesign experience.
• Strong knowledge of the Microsoft 365 ecosystem.
• Experience with Power Automate or comparable workflow-automation technology.
• Business-process mapping and workflow design.
• Dashboard, reporting, and data-governance experience.
• Ability to translate operational requirements into practical technology solutions.
• Experience training users and driving adoption.
• Strong communication skills and ability to work with ownership.

Responsibilities

• Lead CRM evaluation, selection, implementation, and optimization.
• Design automated workflows across leads, customers, and projects.
• Create dashboards for pipeline, backlog, close rates, forecasting, and visibility.
• Establish data-quality standards and CRM governance.
• Build consistent standards across Teams, SharePoint, and OneDrive.
• Map business processes from lead to warranty into SOPs and playbooks.
• Train office and field teams and drive adoption.

Skills

CRM implementation

Microsoft 365

Power Automate

Business process mapping

Dashboard reporting

Data governance

Training users

Communication with ownership

Construction environment experience

Tools

Microsoft 365

Power Automate

Copilot

SharePoint

Job description

Build the Digital Operating System for a Growing Construction Company. ConstructionExecs is partnering with a well-established speciality construction company serving high-end residential, historic, and architecturally complex projects throughout Rhode Island and Southern New England. As the organization grows, our client is investing in the systems, technology, and processes needed to support its next stage of growth.

About the Role

We are seeking a Digital Operations & CRM Manager to lead that transformation. This is a hands-on opportunity for someone who understands business operations, CRM systems, Microsoft 365, automation, and process improvement and wants the authority to build an integrated digital operating environment from the ground up. You will work directly with ownership to transform spreadsheets, disconnected processes, and institutional knowledge into scalable systems that connect the entire business.

Responsibilities

What You’ll Build

Your mission will be to create a connected digital workflow across the business:

You’ll evaluate how information currently moves through the organization, identify gaps, select and configure the appropriate technology, automate repetitive processes, establish standards, and help employees adopt the new systems.

CRM Ownership & Implementation

• Evaluate, select, implement, and optimize a CRM appropriate for a construction/field-service environment
• Build structures for leads, customers, properties, estimates, proposals, jobs, vendors, and follow-up
• Develop automated workflows across the customer and project lifecycle
• Create dashboards for pipeline, backlog, close rates, forecasting, and management visibility
• Establish data-quality standards and CRM governance

Microsoft 365 & Digital Operations

• Build consistent standards across Teams, SharePoint, OneDrive, Outlook, and Planner
• Establish file structures, permissions, naming conventions, and version-control practices
• Improve how office and field teams access, share, and manage information
• Create a scalable digital environment that supports continued company growth

AI & Automation

• Use Power Automate, Microsoft Copilot, CRM automation, and other AI tools to eliminate repetitive administrative work
• Automate workflows for proposals, change orders, follow-up, reporting, job documentation, and closeout
• Develop AI-assisted templates for customer communication, proposals, site notes, and internal reporting
• Identify additional opportunities where automation can improve speed, consistency, and accuracy

Process Improvement & SOPs

• Map existing business processes from initial lead through warranty
• Identify bottlenecks, duplication, and information gaps
• Convert workflows into clear, system-driven processes
• Develop and maintain an Operations Playbook and supporting SOPs

Training & Adoption

Technology is only valuable when people use it. You’ll train office and field employees, establish practical standards, monitor adoption, and continuously improve workflows based on real-world use.

Qualifications

Who We Are Seeking

You may currently be a Business Systems Manager, Digital Operations Manager, CRM Manager, Business Applications Manager, Construction Technology Manager, or Digital Transformation Manager

Required Skills

We are particularly interested in candidates who can demonstrate:

• Hands-on CRM implementation, configuration, or redesign experience
• Strong knowledge of the Microsoft 365 ecosystem
• Experience with Power Automate or comparable workflow-automation technology
• Business-process mapping and workflow design
• Dashboard, reporting, and data-governance experience
• Ability to translate operational requirements into practical technology solutions
• Experience training users and driving adoption
• Strong communication skills and the ability to work directly with company ownership
• Experience with construction, speciality contracting, roofing, HVAC, electrical, mechanical, field service, or another project-driven operating environment is highly desirable.

Preferred Skills

• Experience implementing a CRM from scratch, Microsoft Power Platform, Copilot, SharePoint architecture, construction ERP systems, or job costing is a plus.

This Role May Be Right for You If…

You’ve walked into an organisation where information lived in spreadsheets, inboxes, people’s heads, and disconnected software and thought:

• “There has to be a better way to run this.”

More importantly, you’ve helped build that better way. We’re seeking a builder, not someone who simply maintains an existing system. You’ll have direct access to ownership, meaningful influence over technology decisions, and the opportunity to create the digital infrastructure that supports the company’s next decade of growth.

Pay range and compensation package

Compensation: Competitive base salary based on experience, with performance incentives tied to system adoption, operational efficiency, and reliability.