CRM Training Specialist

As a CRM Training Specialist at Robbins Recruiting, your primary responsibilities include developing and delivering comprehensive training programs tailored to various user levels for ServiceTitan. This involves creating engaging training materials, leading onboarding sessions for new hires, conducting hands-on workshops, and providing individual coaching to ensure effective usage of the CRM system. You will also be required to travel up to 50% of the time to deliver in-person support and workshops.

To apply for the CRM Training Specialist position at Robbins Recruiting, you should have proven experience in CRM training, specifically with ServiceTitan. A strong understanding of its features and modules is crucial. You should demonstrate exceptional communication skills, an analytical mindset, and the ability to create engaging training materials. Familiarity with change management and user adoption strategies is also beneficial.

While prior experience in the home services industry is preferred for the CRM Training Specialist position at Robbins Recruiting, it is not mandatory. What is essential is your proficiency with ServiceTitan, experience in delivering training programs, and a drive to help users optimize their use of the CRM software. If you possess a strong training background in other operational environments, we encourage you to apply!

As a CRM Training Specialist at Robbins Recruiting, you will employ a variety of training formats. This includes in-person workshops, virtual sessions, and self-paced learning materials such as video tutorials and manuals. Your ability to adapt your training delivery method based on user needs and feedback is key to ensuring effective learning experiences and maximum user adoption of ServiceTitan.

The CRM Training Specialist role at Robbins Recruiting requires up to 50% travel. You will be traveling to different company locations to conduct in-person training sessions and workshops aimed at providing hands-on support to users and ensuring they feel confident utilizing ServiceTitan effectively.

In creating training materials for ServiceTitan, I start by assessing the specific needs of the audience, categorizing users by their experience levels. I aim to develop engaging and concise materials that cater to those levels. For example, beginner manuals focus on basic functions, while advanced user guides delve into more complex features. I also incorporate various media formats like videos and interactive elements to enhance learning and retention.

In a previous role, I facilitated a training session for a group of users with diverse skill levels on ServiceTitan. I addressed this by first conducting a quick assessment to gauge their familiarity with the system. I then structured the session in segments: starting with foundational concepts for beginners and progressing to advanced functionalities for skilled users, allowing advanced users to engage in deep-dive discussions while still ensuring less experienced users received the support they needed.

To ensure user engagement during training, I use a mix of interactive exercises, real-world scenarios, and discussions that encourage participation. For example, I incorporate breakout sessions where users can collaborate on problems they encounter in ServiceTitan. Utilizing gamification techniques, such as quizzes and challenges, also keeps the atmosphere lively, enhancing learning while making it fun.

I evaluate the effectiveness of my training sessions through various methods. This includes pre- and post-training assessments to measure knowledge gained, gathering feedback through surveys, and observing user performance metrics in ServiceTitan post-training. I also make it a point to follow up with participants to address any ongoing challenges, which helps in determining areas for improvement.

For effective user onboarding with ServiceTitan, I develop a structured onboarding program that includes hands-on training sessions, one-on-one coaching, and easy-to-follow quick reference materials. Ensuring that each user feels supported in the initial stages is crucial, so I maintain consistent communication and provide regular check-ins during their transition to the system to address questions or challenges they may face.

Best practices for optimizing CRM use include continuous training and support for users, encouraging regular feedback to identify pain points, and promoting a culture of data-driven decision-making. Setting up a system for tracking user performance metrics also enables timely adjustments in training and functionality usage, ensuring that teams are always leveraging ServiceTitan to its fullest potential.

I stay updated on new features or updates in ServiceTitan by subscribing to their official communications, attending relevant webinars and user groups, and connecting with other professionals in the field. Continuous learning through online resources and participating in discussions with the ServiceTitan community also keeps me informed about best practices and innovations that can enhance my training sessions.

Feedback is fundamental to my training process. After each session, I actively seek input through surveys and direct conversations to understand what worked and what didn't. I analyze this feedback to refine my materials, focusing on areas where users felt confused or needed more support. Continuous adaptation not only improves training effectiveness but also shows users that their input is valued.

Collaboration with leadership is crucial for aligning training programs with company goals. I work closely with leaders to identify gaps in user knowledge and areas for development, ensuring that training sessions address specific organizational needs. This collaboration helps in creating targeted performance metrics that measure the impact of the training and aligns user adoption strategies with broader company objectives.

Once, I faced a situation where a group was particularly resistant to adopting ServiceTitan. I overcame this challenge by conducting one-on-one meetings to uncover specific concerns. I tailored the training to address those concerns while emphasizing the benefits of the system. Additionally, showcasing success stories from peers who had embraced the system fostered a more positive attitude toward adoption and reduced resistance.