Accounting Implementation Specialist
ServiceTitan
CloudMaven
Implementation Consultant, SMB Exteriors
ServiceTitan
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois
Visit company websiteSalary
💰 $65,200 - $86,800 per year
Job Level
JuniorMid-Level
Tech Stack
CloudMaven
About the role
- Closely manage multiple and concurrent implementation projects from initiation through project close, acting as the primary point of contact for your clients and assuming full accountability for a high-quality client experience
- Serve as a process and workflow focused point of contact for a cohort of customers during an 8 week implementation program
- Prepare, update, and manage project management materials
- Keep all customers on track to go-live within their agreed-upon schedule
- Manage various forms of risk that would prevent customers from going live within predetermined schedule
- Conduct live working sessions/ training with clients to enable them on the different functions within the software and create customized training resources for client-specific workflows as needed, while ensuring the client follows ServiceTitan standards and recommendations
- Proactively identify and escalate client implementation risks, and collaborate with product, leadership, and/or your Manager to develop and communicate potential solutions
- Collaborate with cross-functional data, training, and product teams to deliver against defined project timelines
- Stay up-to-date and enabled on all new and in-development ServiceTitan functionality to ensure clients utilize the most current features
- Troubleshoot software and hardware issues related to supporting ServiceTitan and integrated applications
- Travel for client on-site up to 15-20% of the time
Requirements
- At least 2+ years of relevant experience preferred or Home Service/Roofing industry knowledge and experience
- Critical thinking skills with experience in troubleshooting software issues
- Experience with ServiceTitan software a big plus
- Exceptional client relationship skills and a clear view of what constitutes an excellent client experience and partnership
- Collaborative team player always looking to help and enable others in the organization
- Problem-solver and demonstrate the ability to overcome challenges with creative solutions
- Take ownership of any tasks within the project plan to help support and deliver value to our clients
- Knowledge and previous experience with Excel a plus
- Exceptional project management skills; Proven ability to multi-task and manage multiple moving pieces at a time while paying strict attention to detail
- Exceptional customer relationship skills and a clear view on what constitutes excellent customer service
- Familiarity with SaaS business models a plus
