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SumoQuote Engineer

Roofing Automation Specialist

$37 hourly + Production Bonuses!
100% Remote Work Allowed


The roofing industry is searching everywhere for ways to streamline and save time and effort. We have built an incredible brand on providing the best automation in the industry, and we want to expand into other industries we are beginning to get traction. Solar, Painting, Drywall, siding to name just a few - are industries in that we are seeing significant growth.  What we are looking for is someone strong with Zapier and Integromat. Someone who can automate pivot tables, emails, creation of instances in niche specific software from Hubspot and bring that information back when appropriate. Someone who can talk through all the issues of maintaining that single source of truth and eliminating double data entry. 



  • Build automation in Zapier, and Integromat - now known as Make.
  • Conduct screen Recording videos of how your automation work. 
  • Communicate with clients when needed, though most comms will be handled by account managers. 
  • Make detailed notes of your updates and keep a Clean record of your activities in Hubspot.   
  • Participate in daily huddles and weekly meetings. 
  • Update service tickets and stay up to date on tasks.
  • Record revisions and completions of projects
  • Maintain the utmost respect for Data Governance and standard operating procedures.
  • Create properties and calculated values in Hubspot where needed. 
  • Check-in daily. 
  • Communicate regularly with the team in Slack
job preview

Day in the Life of this Role

If this role is of interest to you it is important to know what it might be like to work here. 

  • Day Start

    Check for new tickets and tasks from account managers. Ensure to get them on your radar. 

  • Check in

    Check-in on Slack. Let us know your daily goals, what you got done yesterday, and what your weekly focus is. Identify issues that you are stuck on, and post your Calendar commitments in with a single click. 
  • Quick Wins

    Provide Solutions and fixes to any service tickets in your tasks, make sure to uphold service level agreements. 
  • Automation Time

    This is where you go to work on the ongoing projects and do anything in your scope of work service level agreements. Document your progress in Hubspot. 
  • Record Screenshares

    Record instructions, fixes, adjustments and ideas in screen shares for your account manager to review and share with clients where needed. 
  • Closeout Tasks

    Ensure the tasks set by you and your team for yourself have been closed or addressed. Send any required screen recordings or instructions to the team. Always aim to maximize the ability of your teammates to manage their accounts when you are not working.  
(Training provided)


  • Willingness to work 36 hours per Week
  • SumoQuote Training
  • 1 Year Estimating or SumoQuote Experience
  • Service Hub Software Certification
  • Zapier 101 + 102
  • Complete 4 of 6 Makerpad Zapier Certifications
  • Service Hub Admin Course
  • Make/Integromat Advance Data Sources Course
  • Delivering Exceptional Customer Support Course




Technology democratizes consumption and commoditizes production. If you are the best in the world at what you do, you get to do it for everyone. We envision the consolidation of industries down to the minimum viable market needed players. We are innovating to the minor required count of operators in any given market and expanding the opportunity for meaningful, gainful employment with companies at the top of their game who use our products and services to make work meaningful and filled with purpose. 

 Through better-designed systems and processes, more people can function in line with their unique abilities to make work rewarding and equitable while making our clients hit exponential growth curves and higher bottom dollar profits in the long term.

Our mission is to make work more rewarding through Engineering better Customer Experiences. 


Working for us means being part of creating products that shape the future of legacy industries.

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