This role consists of maintaining expert proficiency in all workflows and best practices pertaining to our CRM software, ServiceTitan.
This person will be responsible for assisting with the implementation of the new acquisition’s legacy software to ServiceTitan while continually supporting the everyday needs of end users.
The specific responsibilities include (but are not limited to) :
Responsibilities :
- Training end users, both field and office side, over everyday workflows, both in-person and virtually (Microsoft Teams and production of in-house walkthrough videos).
- Assisting with the Integrations team with data translation and migration.
- Supporting managers and end users at a tier two level and above when issues arrive.
- Proactively conducting needs assessment across all locations to uncover issues / learning opportunities.
- Occasional travel to locations for training, specifically during Go-Live.
- Other duties as assigned.
Skills & Qualifications :
- At least 2+ years of ServiceTitan experience on both office and mobile sides.
- Demonstrated proficiency working with data in Excel via advanced lookup formulas.
- Ability to uniquely assess different personalities and adjust training methods.
- Demonstrated high level attention to detail.
- Knowledge of Microsoft Teams, Sharepoint, and how to centralize team resources.
- Ability to work cross-collaboratively with Accounting, Marketing, Operations, Sales, and HR
- Strong project management skills
Preferred :
- ServiceTitan Certified Administrator.
- Basic knowledge of Sage Intacct.
- Basic understanding of accounting principles.
- Familiarity of DiSC Personality Profiles.
- Agile / Scrum project management method.
- Bachelor's degree.
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This person will be responsible for assisting with the implementation of the new acquisition’s legacy software to ServiceTitan while continually supporting the everyday needs of end users. This role consists of maintaining expert proficiency in all workflows and best practices pertaining to our CRM...
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