ServiceTitan Coach/Consultant

LB Capital; Whitpain Township (PA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k)

Dental insurance

Health insurance

Paid time off

Job summary

A dynamic consulting firm is seeking a ServiceTitan Coach and Consultant to guide clients in the Home Service Industry by providing tailored ServiceTitan solutions. This role requires 2-3 years of experience with ServiceTitan software, emphasizing strong communication and customer management skills. The position offers a salary range of $70,000-$100,000, benefits including health insurance, and a supportive team environment.

Qualifications

• 2-3 years experience within ServiceTitan software.
• ServiceTitan Coaching Certification required within 90 days.
• Proficiency in ServiceTitan workflows and best practices.

Responsibilities

• Assist in onboarding clients to ServiceTitan CRM.
• Conduct pre-assessments and deliver tailored solutions.
• Troubleshoot client usage issues promptly.

Skills

ServiceTitan workflows expertise

CRM customization

Accounting workflows and customer management

Advanced Microsoft Excel skills

Familiarity with QuickBooks

Tools

ServiceTitan

Microsoft Excel

QuickBooks

Job description

Overview

Join Our Team at Titan Pro Technologies: ServiceTitan Coach and Consultant

Titan Pro Technologies is a fast-growing Coaching and Consulting firm dedicated to empowering businesses in the Home Service Industry. We provide essential tools to help companies grow, scale, and prepare for sale. We are seeking a highly motivated, customer-focused individual with strong communication skills, a proactive mindset, and a commitment to excellence.

If you thrive in dynamic environments and are ready to contribute to a team that values your expertise, we want to hear from you!

Position

ServiceTitan Coach and Consultant

What You'll Do

• Assist in onboarding clients and implementation to ServiceTitan CRM from another platform. Work with clients who have been on ServiceTitan but need help from an expert on what they can improve on, schedule, and manage daily client appointments (Coaching will manage around 15 accounts on average).
• Conduct pre-assessments on each account to deliver tailored ServiceTitan solutions through an account analysis and oversee client data within our CRM system.
• Troubleshoot and resolve client usage issues promptly.
• Report weekly on task progress and project completion.
• Conduct on-site visits as needed (90% remote, with occasional in-office communication).
• Execute Pricebook import/export processes using Microsoft Excel for client training, optimization, and build-outs.

Requirements

• This is a non-entry level role. This is a ServiceTitan Specialist role.
• Expertise in best business practices in ServiceTitan and CRM customization.
• 2-3 years experience within ServiceTitan software.
• ServiceTitan Coaching Certification (All candidates must be coaching certified within 90 days of employment; certifications to be earned on your own time outside of work).
• Proficiency in ServiceTitan workflows: setup, configuration, and best practices.
• Strong accounting workflows and customer management skills.
• Skilled in dispatching, call booking, estimates, financing partnerships (GoodLeap, Greensky, Service Finance), invoicing, memberships, inventory, and marketing.
• Knowledge of mobile and payment workflows, phones, forms, tax zones, and backend configurations.
• Advanced knowledge of Pricebooks and Microsoft Excel, including import/export functions.
• Familiarity with QuickBooks (Desktop/Online) and Intacct integration for basic reporting and configurations.

Why Join Us

At Titan Pro Technologies, we’re passionate about empowering our clients to thrive in the home services industry. We foster a supportive, innovative environment where you can make a significant impact and advance in your career.

If you’re ready to bring your expertise to a dynamic, client-focused team, we encourage you to apply and help shape the future of Titan Pro Technologies. We offer full benefits, paid holidays, 2 weeks PTO, 401K matching.

Industry

Trades and Construction

Employment Type

Full-time

Salary

Range: 70,000-100,000 based on experience and certifications held. Plus Bonus/Commissions

How to Apply

If you have fully read the job description and have a minimum 2-3 years of experience within all modules of ServiceTitan, please send your resume, cover letter, and 3 reference letters to [e-mail].

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Application Questions

• How many years of ServiceTitan experience do you have?
• Do you have experience within all modules of ServiceTitan?
• Do you have experience with onboarding a company from end to end on ServiceTitan from another CRM?