Responsibilities

• Work directly inside ServiceTitan to build and improve workflows, reports, dashboards, and system configurations
• Troubleshoot issues and guide clients through solutions via email and virtual meetings
• Support accounting processes such as batching, job costing, and reporting
• Set up and manage memberships, recurring services, and automated billing
• Create estimates, proposals, and customized system setups based on client needs
• Train clients on ServiceTitan features, best practices, and workflows
• Document processes and standard operating procedures
• Collaborate with internal teams and ServiceTitan support to resolve open items
• Deliver client-facing reports and performance updates

Requirements

• Hands-on experience using ServiceTitan is required
• Background in HVAC, plumbing, or home services
• Experience with workflows, reporting, memberships, dispatch, or accounting functions
• Strong troubleshooting and problem-solving ability
• Comfortable communicating with clients via phone, email, and virtual meetings

Preferred

• Experience with CRM or marketing platforms such as Mailchimp or similar tools is a plus

Benefits

• Medical, dental, and vision coverage
• 401k with employer match
• Paid time off and paid holidays
• Employee Assistance Program and life insurance options
• Fully remote work environment
• Opportunity to work with a collaborative, growth-focused team