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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%


Key Responsibilities
  • 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.


Qualifications
  • 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.


Preferred Skills
  • 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.


Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
January 8, 2025

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