About Pearl Founded in 2013, Pearl is a ratings and standards company building the national standard for home performance. Pearl SCORE™ rates every single-family home in the U.S. Backed by Clean Energy Ventures.
About the role
The role sits between operations and technology. It does not build or own production software. It administers the platforms our team already runs, connects them using available APIs and integration tooling, and applies practical AI automation to reduce repetitive manual work across the team.
What they're looking for
- Documentation and Enablement: Document how our team’s systems are configured and how they connect. Train team members on the tools and maintain runbooks so that configuration knowledge does not sit with a single person
- Evaluate new tools and make recommendations to the Director of Customer Experience and the Revenue Operations Manager
- Support testing of new platform features and releases that affect Customer Operations systems
- Participate in customer and agent conversations to inform configuration priorities
- Regular self education on CRM, contact center, and AI agent tooling
- Hands on experience administering a CRM platform (HubSpot preferred, Salesforce, Dynamics, or similar acceptable), including objects and properties, workflow automation, permissions, and data quality
More about this role
About the role
The Application Engineer administers and extends the platforms Customer Operations uses to serve customers: the CRM, the contact center, and the AI agents that support them. This position exists so that Customer Operations can configure, connect, and automate its own systems directly, rather than submitting a request and waiting on the product roadmap for routine changes.
The role sits between operations and technology. It does not build or own production software. It administers the platforms our team already runs, connects them using available APIs and integration tooling, and applies practical AI automation to reduce repetitive manual work across the team.
What you'll do
- CRM Administration: Administer and configure the CRM platform, including objects and properties, workflows and automation, user permissions, data quality, and standard integrations. Implement business requested changes without requiring outside development support.
- Contact Center Administration: Administer the contact center stack across voice, chat, email, and ticketing. Configure routing rules, escalation paths, SLA logic, queues, and business hours. Maintain phone and messaging...
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