[Remote] Service Titan Specialist

Note: The job is a remote job and is open to candidates in USA. BxB Media is a company that collaborates with HVAC and home services professionals to enhance their brands and growth. They are seeking a ServiceTitan Specialist who will be responsible for client communication, hands-on support with ServiceTitan, and creating custom workflows and reports.

Responsibilities

• Communicating with the client via email and virtual meetings to discuss projects or live-troubleshoot issues
• Providing guidance or completing hands-on work in all areas of ServiceTitan
• Creating Custom Workflows, Reports, and Dashboards
• Accounting best practices (batches, job costing, etc.)
• Memberships (recurring services, price book items, automated billing, etc.)
• Custom Estimates and Proposals
• Recommending software configurations to suit the client's needs
• Leading training on ServiceTitan features or workflows for clients
• Documenting Standard Operating Procedures for workflows
• Successfully troubleshooting user issues
• Coordinating with Support resources to drive completion of open items, including working with ServiceTitan Support, CSM, and other internal departments
• Write and deliver custom reports for clients, such as end-of-month progress reports
• Other duties as assigned

Skills

• Must have ServiceTitan experience
• Dispatching Software
• Home Service Experience
• Excellent customer service experience
• Experience with marketing platforms such as Mailchimp or MarketingEdge is preferred
• CRM database experience
• High communication via phone and email

Benefits

• Medical
• Dental
• Vision
• EAP
• 401K
• 3.08 hours of accrual of PTO biweekly
• 6 Paid Holidays

Company Overview