Implementation specialist - service titan (electric background)

Service Titan Implementation Specialist

Employment Type: Full-time

Location: India (Remote)

Job Summary

We are seeking a dedicated Service Titan Implementation Specialist to spearhead our transition from our existing software platform to Service Titan. 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 Service Titan 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 Service Titan.

Account Configuration

Own the backend setup of the Service Titan account, including business units, user permissions, technician profiles, tax zones, and general settings.

System Integration

Oversee integrations between Service Titan and peripheral software, including accounting software (e.g., Quick Books), GPS tracking tools, inventory management systems, and communication applications.

2. Process Automation & Workflow Optimization Workflow Design

Build and implement standard operating procedures (SOPs) within Service Titan 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 Service Titan 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 Service Titan.

Documentation

Maintain an internal knowledge base and operational playbook detailing how the organization utilizes Service Titan 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 Service Titan.

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 Service Titan product releases and feature updates, evaluating opportunities to improve workflows and business operations.

Required Qualifications

Minimum 1 year of hands-on experience with Service Titan administration, implementation, configuration, or user support. Experience configuring and maintaining Service Titan 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 Service Titan account (Service Titan 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 Quick Books 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.