Note: The job is a remote job and is open to candidates in USA. Titan Pro Technologies is hiring a ServiceTitan Coach and Consultant to coach clients on ServiceTitan CRM modules and improve their workflows and configurations. The role supports onboarding, implementation, account analysis, troubleshooting, and client training, while managing ongoing client appointments and projects.
Responsibilities
- Assist in onboarding clients and implementation to ServiceTitan CRM a 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, including both new and existing accounts (Coaching will manage around 15 accounts on average)
- Conduct pre-assessments on each account to deliver tailored ServiceTitan solutions through an account [analysis
- Input 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
Skills
- Highly motivated
- Customer-focused
- Strong communication skills
- A proactive mindset
- A commitment to excellence
- Platform expertise
- Organized
- People-oriented
- Forward-thinking
- An ability to anticipate client needs
- Experience with best practices and proper workflows within ServiceTitan
- Experience with setting up payroll, technician mobile side, accounting, call booking, memberships, Inventory/Purchasing, Marketing Pro, Phones Pro, Scheduling Pro, etc
- 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
Benefits
- 90% remote, with occasional in-office communication
- Paid holidays
- 2 weeks PTO
- 401(k) matching
- Dental insurance
- Health insurance
Company Overview