Implementation Specialist - Service Titan

ServiceTitan Implementation Specialist Employment Type: Full-time Location: India (Remote) Job Summary We are seeking a dedicated ServiceTitan Implementation Specialist to spearhead our transition from our existing software platform to ServiceTitan. In this role, you will own the entire onboarding lifecycle—from initial account configuration and data migration to building seamless workflow automations. You will act as the organization's internal ServiceTitan expert, troubleshooting technical issues, building out daily operational workflows, and training our team to ensure maximum platform adoption and ROI Key Responsibilities 1.

Platform Migration & Account Setup Data Migration Management Clean, organize, and securely map customer databases, historical service records, asset data, and price books from the legacy system into ServiceTitan. Account Configuration Own the backend setup of the ServiceTitan account, including business units, user permissions, technician profiles, tax zones, and general settings. System Integration Oversee integrations between ServiceTitan and peripheral software, including accounting software (e.g., QuickBooks), GPS tracking tools, inventory management systems, and communication applications. 2.

Process Automation & Workflow Optimization Workflow Design Build and implement standard operating procedures (SOPs) within ServiceTitan for dispatching, CSR call-taking, technician invoicing, and customer follow-ups. Marketing & Sales Automation Set up automated customer notifications (SMS and email alerts), automated review requests, and follow-up sequences for unsold estimates. Inventory & Price Book Management Build, update, and maintain a digital price book within the platform to help field technicians estimate jobs accurately and efficiently. 3.

Training & Onboarding (Internal Help Desk) Team Training Create training materials and conduct hands-on workshops for office staff (CSRs, dispatchers, accountants) and field technicians using the ServiceTitan platform and mobile application. Change Management Act as the primary point of contact to resolve internal questions, address concerns, and support a smooth transition to ServiceTitan. Documentation Maintain an internal knowledge base and operational playbook detailing how the organization utilizes ServiceTitan on a day-to-day basis. 4.

Daily Operations & Data Integrity System Troubleshooting Investigate and resolve platform issues, syncing errors, and user-related challenges within ServiceTitan. Reporting & Analytics Build custom dashboards and reports to track key performance indicators (KPIs), including technician conversion rates, average ticket sizes, CSR booking rates, and operational performance. Continuous Improvement Stay up to date with ServiceTitan product releases and feature updates, evaluating opportunities to improve workflows and business operations.

Required Qualifications Minimum 1 year of hands-on experience with ServiceTitan administration, implementation, configuration, or user support. Experience configuring and maintaining ServiceTitan workflows and business processes. Experience training users and providing ongoing platform support.

Strong Excel and/or Google Sheets skills. Excellent verbal and written communication skills. Ability to work independently and manage multiple projects simultaneously.

Preferred Qualifications Direct experience implementing, migrating, or managing a ServiceTitan account (ServiceTitan certification is a strong plus). Familiarity with the home services industry, including electrical, HVAC, plumbing, or related service businesses. Experience with software integrations, workflow automation, and business systems administration.

Knowledge of QuickBooks and related operational software. Experience creating reports, dashboards, and performance analytics. Key Traits for Success Strong problem-solving skills and technical aptitude.

Excellent attention to detail and data accuracy. Ability to explain technical concepts to non-technical users. Proactive, organized, and process-oriented mindset.

Strong collaboration and stakeholder management skills. Commitment to continuous improvement and operational excellence.