Certifications to be earned on your own time outside of work)Proficiency in ServiceTitan workflows: setup, configuration, and best practicesStrong accounting workflows and customer management skillsSkilled in dispatching, call booking, estimates, financing partnerships (GoodLeap, Greensky, Service Finance), invoicing, memberships, inventory, and marketingKnowledge of mobile and payment workflows, phones, forms, tax zones, and backend configurationsAdvanced knowledge of Pricebooks and Microsoft Excel, including import/export functionsFamiliarity with QuickBooks (Desktop/Online) and Intacct integration for basic reporting and configurations Why Join Us? Input and oversee client data within our CRM systemTroubleshoot and resolve client usage issues promptlyReport weekly on task progress and project completionConduct on-site visits as needed (90% remote, with occasional in-office communication)Execute Pricebook import/export processes using Microsoft Excel for client training, optimization, and build-outs Requirements: This is a non entry level role.