CRM Training Specialist

Summary

Join Robbins Recruiting's partner, a roofing industry leader, as their CRM Training Specialist. You will be instrumental in empowering staff to utilize ServiceTitan CRM effectively. Your expertise will translate technical capabilities into practical application for seamless adoption. This role demands up to 50% travel for hands-on training workshops tailored to user needs. The ideal candidate will possess proven ServiceTitan experience and exceptional communication skills. Location is flexible, with a preference for Atlanta, GA.

Requirements

• 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

Responsibilities

• 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
• 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 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
• 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
• 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

Preferred Qualifications

• 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