Service Titan Coach

Full Time - Remote - Consulting 

About PIVOTL

PIVOTL is a specialized financial and consulting firm dedicated to partnering with high-growth contractors and ambitious businesses to achieve market dominance. We are the strategic pivot point for our clients' success, offering three core pillars of support:

1. Expert Bookkeeping: Providing the meticulous financial clarity and compliance necessary for stability.

2. Fractional CFO: Delivering high-level financial strategy, budgeting, and forecasting without the cost of a full-time executive.

3. ServiceTitan Consulting and Coaching: Serving as trusted experts in the field service management software to optimize workflows, drive adoption, and ensure maximum ROI for our clients' ServiceTitan investment.

We go far beyond simple numbers. We integrate financial strategy with operational technology to deliver real-world solutions that help our clients scale intelligently and profitably.

Job Brief

The Remote ServiceTitan Coach is a full-time, remote advisory and training position focused on leveraging your real-world experience in the trades to optimize our contractor clients' use of ServiceTitan. Your primary function is to apply your operational knowledge to conduct deep-dive audits, recommend best-practice workflows, and deliver targeted training to increase efficiency across every department.

This role requires extensive, practical ServiceTitan experience acquired in a high-level operational role. Your ability to translate system configurations into clear, actionable Standard Operating Procedures (SOPs) is essential. We are looking for a self-starter and exceptional communicator who can drive measurable change and adoption within a client organization.

Qualifications

• • Proven operational leadership experience within the trades (e.g., General Manager, Service Manager, Sales Manager, or similar high-level role).

  • Computer & Software Skills, comfortable navigating software, setting up tools, and working from a computer.

• • Expert-level, hands-on proficiency with ServiceTitan acquired through daily use in an operational setting.

  • Exceptional written and verbal communication skills with the ability to train diverse user groups (from field techs to executive owners).

  • Strong analytical skills to audit data and workflows, diagnose operational issues, and recommend data-driven solutions.

  • Deep understanding of the trades industry (HVAC, Plumbing, Electrical) operations, financials, and business challenges.

Requirements

• • Minimum 3+ years of direct, full-time experience using Service Titan or other Home Service CRM's like HouseCall Pro, Sera, Job Nimbus, Acculynx. 

  • Proven ability to develop, document, and implement effective workflow and process changes.

  • Commitment to achieving ServiceTitan Certification (which PIVOTL will support and provide resources for).

  • Strong self-management skills and the ability to drive client engagement and project timelines independently in a remote environment.

  • Willingness to work a flexible schedule to accommodate training sessions and meetings with U.S.-based contractor clients.

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