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.