Service Titan CRM & RevOps Specialist

Audit ServiceTitan setup, data quality, and workflow gaps across customer, job, estimate, invoice, and membership records. Clean and maintain CRM data so reports, dashboards, revenue tracking, and follow-up lists are accurate. Organize and update the pricebook so technicians and office staff can use it without workarounds. Build reliable tracking for open estimates, membership renewals, recurring service, and missed follow-up. Improve dispatch, job booking, job closeout, call booking, CSR, and technician workflows inside ServiceTitan. Review marketing attribution, campaign tracking, and lead-source data so leadership can see revenue leakage and campaign ROI. Create SOPs, Loom videos, checklists, and training materials for managers, CSRs, dispatchers, and technicians. Partner with leadership to turn ServiceTitan reporting into weekly operating decisions, not unused dashboards.

You have hands-on ServiceTitan experience in a home services, field service, or contractor environment. You have configured reports, dashboards, pricebook items, campaigns, tags, forms, follow-up workflows, permissions, or similar ServiceTitan settings. You understand how CSRs, dispatchers, technicians, managers, and owners use ServiceTitan differently. You can look at a bad report or broken workflow and trace the issue back to data, process, setup, or user behavior. Your English is strong enough to train U.S.-based team members, write clear SOPs, and explain system issues without jargon. You are organized and comfortable owning a messy system without waiting for a task list every morning.

You have mapped the ServiceTitan cleanup priorities and started fixing the most painful reporting, pricebook, and workflow issues. Leadership can see open estimates, membership renewals, revenue leakage, lead sources, and operational bottlenecks more clearly. CSRs, dispatchers, technicians, and managers have simple standards for the workflows that were inconsistent before.

Leadership trusts the reports because the underlying data and workflows stay clean. Open estimates, memberships, dispatch handoffs, job closeouts, and call booking follow a consistent process. The company gets better estimate follow-up, cleaner attribution, and stronger operating visibility from ServiceTitan each week.

Location: Remote (Latin America)

Compensation: $2,000-$3,200 USD/month

Schedule: Monday to Friday, U.S. business hours with Eastern/Central overlap (40 hours/week)

Type: Full-time · Independent Contractor