CRM Implementation Lead

Summary

Join Robbins Recruiting's partner, a roofing industry leader, as their CRM Implementation Lead. You will spearhead the deployment, optimization, and training of their ServiceTitan CRM system. This role demands at least 5 years of CRM implementation experience, particularly in service-based industries, and involves up to 50% travel. The ideal candidate excels in mapping business processes, aligning CRM configurations, managing project execution, and driving change management. The position is preferably located in Atlanta, GA, but remote options are available for the right candidate. Success in this role requires strong technical and soft skills, including proficiency in ServiceTitan and excellent communication abilities.

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)