Implementation Specialist - Service Titan
Internshala
About the job
ServiceTitan Implementation SpecialistEmployment Type: Full-timeLocation: India (Remote)
Job SummaryWe 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 lifecyclefrom 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 Responsibilities1. Platform Migration & Account SetupData 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.
- 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.
- 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.
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