Legacy Service Partners

• Design and build email marketing campaigns in ServiceTitan Marketing Pro for multiple HVAC and home service brands • Create both one-time and automated email campaigns, including promotions, maintenance reminders, membership messaging, and customer re-engagement • Develop creative email layouts, messaging, and subject lines customized to each brand • Manage monthly campaign calendars across multiple companies • Build and manage audience segmentation using ServiceTitan customer data • Ensure campaigns align with brand guidelines while still pushing creative improvement • Monitor performance metrics including open rates, click-through rates, conversions, and revenue attribution • Make data-driven optimizations to improve results over time • Collaborate with internal marketing teams to align campaigns with broader initiatives

• Drive the integration of ServiceTitan for new partners, ensuring efficient data migration, minimal disruption, and swift adoption according to LSP standards. • Collaborate with finance, data counterparts, and external ServiceTitan consultants to establish and maintain standardized configurations across the platform. • Own and manage ServiceTitan-Sage integration projects, aligning financial data and systems across the platform and supporting the accounting team throughout the process. • Regularly review and clean up data in ServiceTitan and legacy systems to maintain data integrity across all partner entities. • Manage relationships with ServiceTitan specialists and internal stakeholders to ensure smooth integration and ongoing support. • Track KPIs related to integration timelines, data integrity, and early adoption milestones for new partners. • Partner with the Technology team to execute a comprehensive ServiceTitan feature adoption program for all partners, facilitating the rollout of new features with effective communication, training, and change management. • Provide ongoing support for ServiceTitan implementations with a focus on user training, system configurations, and workflows. • Act as the primary onsite project coordinator and point of contact for ServiceTitan implementation strategy, process, and feature adoption across the platform. • Provide end-user support related to Model Tenant workflows, configurations, and best practices. • Track KPIs related to training effectiveness, user competency, and feature adoption, using insights to prioritize program improvements.

• Respond promptly and professionally to inbound customer inquiries via phone, email, and online channels. • Engage with homeowners, understanding their service needs, and recommending suitable HVAC, plumbing, or electrical solutions. • Develop and maintain a deep understanding of our products, services, and pricing structures to confidently address customer queries. • Build rapport and establish trust with customers by delivering exceptional customer service and addressing their concerns. • Proactively make outbound calls to follow up on leads, answer questions, and convert prospects into customers. • Collaborate closely with the sales team to coordinate customer appointments and ensure a smooth sales process. • Provide accurate and detailed information about products, services, promotions, and pricing to customers. • Maintain customer records, update the CRM system, and track sales activities to ensure accurate reporting. • Achieve and exceed sales targets and quotas, contributing to the overall success of the sales team. • Continuously learn and stay up to date on industry trends, product knowledge, and sales techniques through training and professional development opportunities. • Collaborate with the marketing team to support sales campaigns, promotions, and lead generation initiatives. • Work with the service and installation teams to ensure seamless customer experiences and satisfaction. • Contribute to the continuous improvement of sales processes and customer service initiatives.