ServiceTitan Coach/Consultant

LB Capital, LLC; Pennsylvania; Remote; USD 70,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated ServiceTitan Coach/Consultant to enhance client experiences and optimize their use of ServiceTitan CRM software. This role requires a proactive individual who excels in customer communication and project management. With a focus on onboarding, implementation, and ongoing support, you will help clients achieve their goals while working remotely 90% of the time. Join a dynamic team where your expertise will make a significant impact in a fast-paced environment, and enjoy the opportunity to grow alongside the company.

Qualifications

• Must become CERTIFIED with ServiceTitan to provide services.
• Experience with accounting workflows and customer communications.

Responsibilities

• Manage meetings with clients for onboarding and implementation of ServiceTitan.
• Input and manage client data in CRM and provide Pricebook training.

Skills

ServiceTitan

Customer Communication

Project Management

Microsoft Excel

Education

Certification in ServiceTitan

Tools

ServiceTitan CRM

QuickBooks

Job description

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The Perfect Applicant: You are a person with strong ethics and moral integrity who thrives in a fast-paced environment. Your exceptional skills working with ServiceTitan make you a Super Admin. Your goal is to provide uncompromising excellence as you serve our clients and help them grow their companies with ease. You are capable of juggling multiple projects while maintaining customer continuity and satisfaction. You connect well with people and are responsible for your tasks. You plan ahead and anticipate needs we may not yet recognize. You take the lead in our clients' best interests for utilizing and maximizing ServiceTitan.

Job Description and Qualifications: The ideal candidate must become CERTIFIED with ServiceTitan to provide these services (training access will be provided, but certification is self-paced).

Salary Expectations: Starting at $70,000, depending on experience.

Responsibilities:

1. Manage meetings with clients to guide onboarding, implementation, and optimization of ServiceTitan CRM software.
2. Schedule daily appointments with new and existing clients.
3. Follow up on all leads and return calls.
4. Pre-assess company issues to design tailored protocols within ServiceTitan.
5. Input and manage client data in CRM.
6. Problem-solve and mitigate client usage issues.
7. Submit weekly work completion reports.
8. Potential for onsite visits when needed.
9. Work remotely 90% of the time with regular communication.
10. Assist with Pricebook import/export procedures, leveraging Microsoft Excel skills.
11. Provide clients with Pricebook training, optimization, and build-outs.

Qualifications / ServiceTitan Knowledge:

• Workflows, best practices, setup, and configuration.
• Experience with accounting workflows, managing jobs and customers, call booking, customer communications, dispatching, estimates, financing partnerships (e.g., Greensky, GoodLeap, Service Finance), inventory workflows, invoicing, marketing, memberships, mobile, payments, payroll, phones, forms, conditional logic, tax zones, pricebooks, Excel spreadsheets, projects, commercial management, QuickBooks (Desktop and Online), Intact, reporting, and backend configurations.