CRM Training Specialist

Robbins Recruiting has partnered with a leader in the roofing industry who is seeking a dynamic and knowledgeable CRM Training Specialist with hands-on experience in ServiceTitan to join their team. In this role, you will play a critical part in empowering their staff to maximize the potential of the CRM systems. Your expertise will bridge the gap between technical capabilities and end-user application, ensuring a seamless adoption and efficient use of the platform. This position requires up to 50% travel and involves conducting hands-on facilitation workshops to deliver impactful, engaging training sessions tailored to user needs.

LOCATION: Preferred location in Atlanta, GA, open to remote for right candidate.

TRAVEL: Up to 50%

• Training Program Development
• Design and deliver comprehensive training programs tailored to various user levels, from beginner to advanced.
• Create training materials such as manuals, video tutorials, and quick reference guides specific to ServiceTitan functionalities.
• Collaborate with leadership to identify training needs and establish performance goals.

• User Onboarding and Support
• Lead onboarding sessions for new hires and teams transitioning to ServiceTitan.
• Conduct hands-on facilitation workshops, ensuring interactive and practical learning experiences for users.
• Provide one-on-one coaching sessions, often in a field setting, to address user challenges and optimize system usage.
• Act as the primary point of contact for training-related inquiries and system troubleshooting.

• Travel and On-Site Engagement
• Travel to company locations (up to 50%) to deliver in-person training sessions and workshops.
• Build strong relationships with teams on-site, ensuring their comfort and confidence in utilizing ServiceTitan effectively.
• Adapt training methods based on on-site observations and specific team requirements.

• System Optimization and Knowledge Sharing
• Stay updated on ServiceTitan features, updates, and best practices to continuously improve training materials.
• Provide insights on how to leverage the CRM for operational efficiency, sales growth, and customer service improvement.
• Collaborate with IT and CRM administrators to ensure the system aligns with business objectives.

• Performance Monitoring and Feedback
• Evaluate training effectiveness through assessments, surveys, and user feedback.
• Analyze user performance data to identify skill gaps and implement corrective training solutions.
• Maintain detailed records of training activities and report progress to stakeholders.

• Proven experience in CRM training, specifically with ServiceTitan.
• Strong understanding of ServiceTitan’s features, modules, and best practices in industries such as home services or field operations.
• Exceptional communication and presentation skills with the ability to simplify technical concepts for non-technical users.
• Proficiency in creating engaging training materials and using various delivery methods (in-person, virtual, and self-paced).
• Willingness and ability to travel up to 50% of the time.
• Analytical mindset to assess user performance and develop actionable training improvements.
• Familiarity with change management principles and user adoption strategies.

• Experience in the home services industry or similar operational environments.
• Knowledge of other CRM systems and how they integrate with ServiceTitan.
• Certification in adult learning or instructional design is a plus.