Job details

CRM Implementation Lead

Robbins Recruiting has partnered with a leader in the roofing industry who is seeking a CRM Implementation Lead with expertise in ServiceTitan to lead the deployment, optimization, and training of our CRM system. This role requires a candidate with at least 5 years of experience in CRM implementation, particularly within the service-based industry, and the ability to travel up to ~50% of the time to various branch locations. The ideal candidate will be adept at mapping business processes, aligning CRM configurations to support these processes, managing project execution, and conducting effective change management.

LOCATION: Preferred location in Atlanta, GA, open to remote for right candidate.

TRAVEL: Up to 50%

Key Responsibilities

CRM Deployment:
Lead the implementation of ServiceTitan, including configuration, customization, and data migration.
Collaborate with stakeholders to define business requirements and align them with ServiceTitan functionalities.

Optimization:
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.

Data Management:
Ensure data integrity through cleaning, importing, and maintaining accurate records.
Develop and maintain dashboards and reports for performance tracking.

Collaboration:
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.

Training & Support:
Provide on-site and virtual training sessions to ensure end-user adoption and proficiency.
Offer ongoing support and troubleshooting for system-related issues.

Qualifications

Experience:
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.

Technical Skills:
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.
Familiarity with tools like Zapier, Excel, or other integration platforms is a plus.
Familiarity with related tools like Rilla, CHIIRP, Ingage is a plus

Soft Skills:
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.

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).

Average salary estimate

$90000 / YEARLY (est.)

min

max

$80000K

$100000K

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What You Should Know About CRM Implementation Lead, Robbins Recruiting

Robbins Recruiting is excited to offer an amazing opportunity as a CRM Implementation Lead with a top player in the roofing industry! If you're skilled in ServiceTitan and have a passion for driving efficiency, this role could be perfect for you. You'll harness your 5 years of experience in CRM implementation, working primarily in service-based sectors, to lead the deployment and optimization of our CRM system, ServiceTitan. Get ready for a job that keeps you on your toes, as you'll likely travel up to 50% of the time to support various branch locations. Your main focus will be on mapping business processes, ensuring that our CRM aligns perfectly to meet our operational needs. In addition, you’ll take the reins on project execution and navigate the essential phase of change management. We’re looking for someone who isn’t just technically savvy—your communication skills will shine as you train others and provide ongoing support. This job offers the flexibility to work remotely, especially for the right candidate, but ideally, you'll be based in Atlanta, GA. Your day-to-day will involve a mix of collaboration with key stakeholders, managing data integrity, and using your technical prowess in ServiceTitan to develop tailored solutions. If you’re ready to take on this challenge and help us thrive with your CRM expertise, we want to hear from you!

Frequently Asked Questions (FAQs) for CRM Implementation Lead Role at Robbins Recruiting

What are the main responsibilities of a CRM Implementation Lead at Robbins Recruiting?

As a CRM Implementation Lead at Robbins Recruiting, you'll be responsible for the deployment and optimization of ServiceTitan, collaborating with stakeholders to align functionality with business requirements, and conducting comprehensive training to ensure user proficiency. Your role also involves analyzing workflows and developing custom solutions to improve efficiency within the CRM system.