CRM Implementation Lead

Summary

Join Robbins Recruiting and a leader in the roofing industry as their CRM Implementation Lead! This role requires at least 3-5 years of ServiceTitan CRM implementation experience in service-based industries and up to 50% travel. You will lead ServiceTitan deployment, optimization, and training, collaborating with stakeholders and ensuring data integrity. The ideal candidate possesses strong project management, communication, and problem-solving skills. Location is preferred in Atlanta, GA, but remote options are available for the right candidate.

Requirements

• At least 3-5 years of experience implementing ServiceTitan or similar CRMs for service-based industries
• Demonstrated success in managing CRM projects from start to finish
• Proficiency in ServiceTitan configuration, API integration, and data management
• Strong understanding of ServiceTitan’s features, modules, and best practices in industries such as home services or field operations
• Strong project management skills with a track record of meeting deadlines
• Excellent communication and interpersonal skills, with the ability to train and support users at all levels
• Problem-solving mindset with attention to detail

Responsibilities

• Lead the implementation of ServiceTitan, including configuration, customization, and data migration
• Collaborate with stakeholders to define business requirements and align them with ServiceTitan functionalities
• Analyze current workflows and recommend improvements to maximize efficiency using ServiceTitan
• Stay updated on ServiceTitan features, updates, and best practices to continuously improve ability to optimize for end users
• Develop and test custom solutions within ServiceTitan to meet specific business needs
• Ensure data integrity through cleaning, importing, and maintaining accurate records
• Develop and maintain dashboards and reports for performance tracking
• Act as the liaison between technical teams, vendors, and internal departments
• Partner with IT and business leaders to ensure CRM integration with other tools and systems
• Provide on-site and virtual training sessions to ensure end-user adoption and proficiency
• Offer ongoing support and troubleshooting for system-related issues

Preferred Qualifications

• Experience in industries such as Roofing, HVAC, plumbing, or other home services
• Familiarity with other CRMs or project management tools
• Bachelor’s degree in IT, Business Administration, or a related field (or equivalent experience)
• Familiarity with tools like Zapier, Excel, or other integration platforms
• Familiarity with related tools like Rilla, CHIIRP, Ingage