Titan Pro Technologies · 14 hours ago

ServiceTitan Coach and Consultant

United States

Full-time

Remote

Mid Level

3+ years exp

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IT Services and IT Consulting

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Responsibilities

Lead client onboarding, implementation, and optimization for the ServiceTitan CRM platform.

Develop and execute tailored workflows for unique client requirements within ServiceTitan.

Manage client relationships through regular virtual meetings and occasional on-site visits.

Provide expertise in marketing strategies using ServiceTitan Marketing Pro, including email and SMS campaigns.

Ensure consistent follow-up on leads, return calls, and unresolved issues.

Maintain and update client data within CRM systems.

Solve client challenges with innovative, data-driven solutions.

Provide regular progress updates and reports.

Oversee pricebook imports/exports and build-outs with Excel expertise.

Assist clients with optimizing accounting workflows, reporting, and integrations (e.g., QuickBooks).

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

ServiceTitan Software expertiseMarketing management experienceMicrosoft Excel proficiencyExperience in Home Service industryAccounting experienceQuickBooks familiarityMulti-channel campaign designCustomer communication workflowsData analysisPerformance trackingAudience segmentationA/B testingAdvanced Microsoft Excel skillsGoogle Analytics proficiencyFacebook Ads Manager proficiencyZapier familiarityCanva experienceAdobe Creative Suite experienceExceptional communication skillsTime management skills