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
BxB Media | A BDR Company collaborates with HVAC contractors and distributors to help them build great brands to drive profit and growth. It was founded in 2010, and is headquartered in Rochester Hills, Michigan, USA, with a workforce of 51-200 employees. Its website is https://bxbmedia.com.