Service Experts Heating & Air Conditioning

Robotics

• Conduct recurring reviews of business processes to identify gaps between documented procedures and Service Titan system execution, escalating findings as needed.
• Collaborate with end users to gather feedback and identify opportunities for process and system workflow improvements.
• Participate in project intake discussions by gathering requirements, documenting scope, assessing system impact, and coordinating cross‑functional dependencies.
• Provide functional user support and guidance related to system workflows, configurations, and daily process usage.
• Maintain accurate documentation mapping business processes to system workflows to support audit readiness and operational continuity.
• Assist with efficiency improvements by supporting system configuration updates and leveraging native automation capabilities under established standards.
• Assess manual business processes to identify automation and standardization opportunities within the systems.
• Collaborate with Finance, Marketing, Technology, and external partners to support integration between Service Titan and other enterprise platforms, including testing and validation activities.

Operations and Process Automation Specialist