Service Titan Onboarding & Implementation Specialist

Trades Mosaic; United States; Remote; USD 30,000 - 50,000; Part time

Job summary

Trades Mosaic is seeking a Service Titan Onboarding & Implementation Specialist to enhance our consulting practice for HVAC, Plumbing, Electrical, and Roofing companies. The ideal candidate will have significant Service Titan expertise, a background in customer service, and experience in onboarding and implementation. This part-time role offers remote flexibility and the opportunity to shape the future of Service Titan consulting.

Benefits

Remote flexibility

Growth opportunities

Qualifications

• Service Titan onboarding or power-user background required.
• Experience with HVAC and plumbing workflows.
• Proficiency in billing and invoicing workflows within Service Titan.

Responsibilities

• Lead or assist with Service Titan onboarding and configuration for new clients.
• Support training of field technicians and office staff on core modules.
• Optimize Customer Service Management and job booking workflows.

Skills

Customer Service Management

Technical Support

Data Entry

Billing

Sales Operations

Tools

Service Titan

QuickBooks

Job description

Service Titan Onboarding & Implementation Specialist – Pricebook, Inventory, Sales, Billing, and Field Training

Description:

We’re building a high-performance Service Titan consulting practice to support our growing portfolio of HVAC, Plumbing, Electrical, and Roofing companies as they implement and scale with Service Titan. Our executive team has 20+ years of experience implementing both Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems.

We’re seeking resources with significant Service Titan expertise, preferably with onboarding experience, and a well-rounded background in customer service, operations, sales, and technical workflows. This role is ideal for a former Service Titan onboarding specialist or a power user with hands-on implementation support experience across various company sizes—from small residential shops to multi-location commercial contractors.

Key Responsibilities:

• Lead or assist with Service Titan onboarding and configuration for new clients
• Build and manage detailed Pricebooks, including categories, services, and materials
• Set up Estimates, Proposal Templates, and sales enablement tools
• Design Inventory workflows, replenishment systems, and technician workflows
• Support training of field technicians, CSRs, and office staff on core modules and best practices
• Guide setup of Billing workflows, invoicing, and payment processing
• Provide light technical support, troubleshooting, and data entry assistance
• Optimize Customer Service Management, job booking, dispatch, and call flows
• Collaborate to translate business processes into scalable Service Titan configurations

Desired Experience:

- Service Titan onboarding or power-user background (required)

- Experience with Customer Service Management in Service Titan

- Deep familiarity with HVAC and plumbing workflows

- Understanding of sales operations, estimate configuration, and upsell logic

- Proficiency in billing, invoicing, and financial workflows within Service Titan

- Comfort with data entry, bulk uploads, and account cleanup

- Technical support or internal admin experience is a strong plus

- Experience working with both residential and commercial service businesses

Preferred Skills:

• Workflow documentation or SOP creation
• Knowledge of QuickBooks or accounting integrations
• Experience with multi-location or enterprise-level Service Titan accounts
• Comfortable delivering training/support via Zoom or recorded modules

Why Work With Us:

Our team combines significant (20+ years) ERP/CRM implementation/consulting experience with ownership and operation of trades businesses. We continue to acquire SMBs in the home services industry. This is an opportunity to shape the future of Service Titan consulting with a team committed to operational excellence in the trades. We offer remote flexibility, a professional environment, and growth opportunities as a founding team member.

Project Type: Ongoing, with potential for permanent employment for the right candidate

Pay: Based on experience, learning ability, and employment type

Start Date: ASAP

To Apply, Please Include:

• A summary of your Service Titan experience (roles, features used, years of use)
• Examples of onboarding or implementation projects
• Your availability and time zone
• (Optional) Documentation, screenshots, or training content created

Let’s help great service businesses maximize Service Titan—starting with you.

Seniority Level

• Mid-Senior level

Employment Type

• Part-time

Industries

• Construction