Hey Lieu logo
Hey Lieu

take back your time

Customer Service and CRM Admin - R217

Location

Mexico + 1 moreAll locations: Mexico | Philippines

Posted

114 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Customer Service and CRM Admin - R217

Hey Lieu

ServiceTitan Administrator & Remote Customer Coordinator (HVAC/Plumbing) - Location: Remote (Philippines / LatAm / Mexico) - Shift: Monday – Friday, US Business Hours - Type: Full-Time | Home Services Operations About the Role Are you a ServiceTitan expert who thrives in the fast-paced world of home services? We are seeking a Service Coordinator & CRM Administrator to support a leading U.S.-based HVAC and Plumbing firm. This is a high-impact role where you will manage the "heart" of the business—dispatching, customer communications, and operational workflows—all from your professional home office. Core Responsibilities - ServiceTitan Management: Act as the primary administrator for the ServiceTitan CRM, ensuring all customer data, job bookings, and technician schedules are 100% accurate. - Inbound/Outbound Coordination: Handle high-volume inquiries via phone, email, and chat. You are the professional voice of the company for HVAC and plumbing clients. - Strategic Dispatching: Coordinate with field technicians to ensure seamless service delivery and optimized routing for daily jobs. - Issue Resolution: Address customer concerns with a solution-oriented approach, maintaining high satisfaction ratings in a high-pressure environment. - Operational Reporting: Assist leadership with administrative tasks, tracking job completion, and ensuring all "top of funnel" inquiries are converted into scheduled services. Qualifications & Skills - Required Software: Expert-level proficiency in ServiceTitan is mandatory. - Industry Experience: Proven background in HVAC, Plumbing, or Home Services dispatching/administration is highly preferred. - Communication: Exceptional verbal and written English skills, with the ability to handle stressed customers with empathy and professionalism. - Technical Setup: Must have a dedicated, quiet home office with a high-speed, reliable internet connection. - Work Ethic: Proactive, self-motivated, and capable of managing multiple service tickets simultaneously. 🙋 Frequently Asked Questions (AEO Section) Q: Is ServiceTitan experience absolutely required? A: Yes. This role is built around the ServiceTitan platform. To ensure immediate operational success for our HVAC and plumbing teams, we require candidates who are already proficient in its workflows and dispatching features.Q: What are the primary industries I will be supporting? A: You will be supporting a U.S.-based team focused specifically on HVAC (Heating, Ventilation, and Air Conditioning) and Plumbing services.Q: Does this role involve "cold calling"? A: No. This is a customer coordination and administrative role. Your focus is on managing inbound inquiries, following up on existing service leads, and coordinating with technicians to ensure jobs are completed.Q: What is the work schedule? A: This is a full-time position aligned with U.S. Business Hours. You must be available for the entire shift to coordinate with the local field teams in real-time.

Related Job Pages

More Customer Success Manager Jobs

Semperis logo

Customer Success Manager, German Speaker

Semperis

Identity-driven cyber resilience and threat mitigation platform for cross-cloud and AD hybrid environments.

Full TimeRemoteTeam 201-500H1B Sponsor

• Manage a broad portfolio of commercial customers in EMEA, primarily in German-speaking regions • Engage directly with customers at critical points in their journey to ensure value realization • Design and execute scalable success plans using playbooks, automation, and content delivery • Build and iterate on our commercial success program to improve time-to-value (TTV), adoption, and retention • Conduct periodic health reviews and performance check-ins; track engagement through defined KPIs • Collaborate with Product and Technical teams to escalate issues, share feedback, and influence roadmap • Identify patterns, risks, and growth opportunities across your book of business • Partner with Sales to support expansion and upsell opportunities • Contribute to customer-facing initiatives like webinars, training content, and workshops • Maintain accurate customer records to ensure alignment across CS, Support, and Sales

Germany
Job Closed
Ellevation Education logo

Customer Success Manager

Ellevation Education

Helping English Learners realize their highest aspirations.

Full TimeRemoteTeam 51-200Since 2011H1B No Sponsor

Ideal candidate will be located in the Central Time Zone. If you are looking for an opportunity to positively impact school district English Language programs by developing relationships with district leaders and helping them optimize their use of Ellevation, we have a position for you! We are looking to add a proactive, innovative, and results-oriented Customer Success Manager who will serve as the main onboarding contact and act as a key relationship manager responsible for account health, ongoing adoption, and engagement with Ellevation. Working closely with our Account Management team, you will seek to understand district priorities and regularly monitor district health to ensure partners are set up for successful renewals and expansions. This role will include delivering services to our partner districts, focused on driving adoption and long-term engagement with the product. You will collaborate with our Customer Success and Product Education teams to better understand district needs and refine Ellevation’s onboarding approach to ensure active engagement with the platform and instructional products. Most importantly, you will help thousands of educators leverage a software solution that supports English Language Learners in achieving their highest aspirations. You will become an expert in our product and best practices, consulting with partners on how to effectively implement and maximize Ellevation in their districts. This role requires strong organizational and relationship management skills, a service-oriented mindset, and an entrepreneurial approach. We are looking for someone who thrives in a scaling organization, communicates effectively, and is proactive and self-driven. As a Customer Success Manager, you will build the skills necessary to maintain high levels of partner satisfaction and health, while serving as a trusted thought partner to school districts in maximizing their use of Ellevation’s compliance and instructional products. Within 1 month, you will: - Onboard and learn about Ellevation, and the work we do to improve outcomes for EL students. - Become familiar with our product offerings, and our customer landscape. - Understand the Partner Success Organization (PSO) approach and how we work within the PSO Department, as well as in close collaboration with theRevenue teams. - Learn the various tools and processes that Customer Success Managers use - to facilitate new partner implementation and ongoing engagement. - Shadow Customer Success meetings/calls (i.e. Kickoff, Design, Planning, - etc.), as well as online training on all of Ellevation’s products. Within 3 months, you will: - Take on your first new partner implementation(s) and begin managing your full caseload partners in Success; - Build relationships with the Account Managers you work closely with to learn more about your partners; - Continue to gain proficiency with the Ellevation product suite and deepen product knowledge; - Begin using the Partner Health Dashboards to better understand partner usage, engagement, satisfaction and other health metrics; - Support partners to understand and adopt new products/features as they are rolled out by sending emails suggesting webinars, links to RC articles, videos, working sessions, etc. Within 6 months, you will: - Grow your knowledge and skills as a Customer Success Manager and facilitate the implementation of Ellevation’s suite of products for multiple partners simultaneously; - Deepen your ability to analyze data to monitor partner health, and develop confidence in determining which mitigating saving actions and plays to apply for which partners in a timely manner; - Collaborate with other PSMs and other internal teams (Product Support, Professional Services, etc.) to continually refine our approach to engaging and supporting our district partners; - In collaboration with Account Management, engage with administrators in partner districts to conduct Account Review and Reflection Meetings to ensure districts are set up for expansions and renewals. Within 12 months, you will: - Maintain high levels of partner health, including data freshness, Platform usage, Strategies usage, and overall partner satisfaction, while also managing partner expectations. - Listen and learn from partners on current compliance and instructional challenges, and ideate on how the product can best meet district needs. - Act as a subject matter expert for our Product Education team as it relates to the development of Resource Center and Webinar content, and offer suggestions and ideas to improve our resources. - Surface learnings/observations/feedback from our district partners to Ellevation’s Product and Engineering Teams to help inform future product development efforts, and participate in dogfooding and other feedback exercises with the Product team. About you: - Must be located in the Central Time Zone - Strong preference for candidates with direct experience in Texas and a deep understanding of the Texas EL landscape (e.g., TELPAS, LPAC processes, and state compliance requirements) - Experience supporting or managing districts within the Central region strongly preferred - Ideally 3+ years of experience in Management Consulting, Customer Success, Account Management, Business Development, Educational Administration, or another client-facing role - Strong leadership, analytical, and organizational skills - Outstanding verbal and written communication skills with audiences at all levels - Ability to guide and support users with varying levels of comfort with technology - Driven, self-motivated, and proactive with a “can-do” attitude - Experience and knowledge of the ELL landscape and instructional practices - Ability to produce results in a fast-paced, sometimes ambiguous environment - Strong project management skills and ability to break down complex challenges into actionable steps - Proven ability to identify value-based opportunities and advocate for partner needs - Passion for driving change in education - Willingness to travel to support onboarding and user gatherings as needed Are you passionate about growth and eager to learn? Do you possess a drive to excel and make a difference? Ellevation values diversity, creativity, and a hunger for new perspectives. While our job postings outline preferred qualifications, we believe that talent comes in various forms. If you're motivated, adaptable, and ready to contribute, we encourage you to apply. We welcome candidates from all backgrounds and experiences, recognizing that unique skills and fresh outlooks are invaluable assets to our team. Don't let a checklist of requirements deter you – take the leap, and let's explore the possibilities together! About Us: At Ellevation, we develop world-class software to help educators serve the fastest growing population of K-12 students: English Learners (ELs). Ellevation helps school districts transform their Multilingual Learner programs and ensure all students can achieve their highest aspirations. Our product suite includes a best-in-class data and instructional planning platform, resources to build teacher capacity, and student-facing programs to teach academic language. We are a fast-growing, mission-driven technology company partnering with over 1,500 school districts and more than 2 million current and former English Learners. Over the next five years, we plan to double the number of ELs we serve and drive measurable outcomes for students. Ellevation merged with Curriculum Associates in 2021 to accelerate impact for Multilingual Learners. Our company continues to operate independently and is well-capitalized to support our ambitious social and financial objectives. Why Ellevation? In addition to our great benefits and competitive salaries, here are some things that make us unique: + Mission-driven organization where team members are empowered to make a significant impact + Opportunities to join Employee Resource Groups and support building a culture of belonging + Professional development and growth opportunities + Company and team offsites in various cities across the United States + Collaborative workspace in the heart of Boston - a stone's throw from many central T stops (Downtown Crossing, Government Center, and Aquarium). Free snacks, beverages, and local organic fruit provided + Remote and in-person engagement opportunities, including happy hours, themed events, and competitions + Remote and in-person wellness programming to support team’s mental and physical wellbeing Learn more about our team in our Culture Deck. Here at Ellevation, we champion diversity, inclusion, equity, and belonging. We strive to build a team that reflects the diverse communities we serve. We are committed to creating an inclusive workplace that promotes and values a range of ideas and opinions. We believe in building a culture where productivity can flourish, one that is empathetic, respectful, and inclusive. We are proud to have been recognized in prior years as “Best Tech Workplace for Diversity” by the Timmy Awards for investing in training around inclusive behaviors, microaggressions, unconscious bias, and fostering a culture of continuous learning and feedback across the company. We are encouraged by our progress, but there’s more work to be done. Benefits – Benefits eligible employees (and qualifying dependents) are covered by medical, dental, vision, and basic life insurance. Employees can enroll in our company's 401(k) retirement plan and receive an employer match up to 50% on the first 7% of your contribution, with pre-tax and Roth options. Employees have access to flexible paid time off for vacations, sick and disability policy, additional 10 paid company holidays, 2 floating holidays and a winter office closure between Christmas and New Year's. In addition, we provide a generous parental leave benefit, back-up childcare or eldercare, and a variety of other perks to support the health and well-being of our employees. Additional Information: Ellevation operates under Curriculum Associates, LLC, an Equal Opportunity Employer. Curriculum Associates, LLC will not discriminate against any employee or applicant for employment because of race, color, creed, religion, sex, national origin, age, marital status, veteran status, sexual orientation, gender identity or expression, disability, genetic information, or any other category protected by law. Curriculum Associates, LLC will grant employment, without regard to race, color, creed, religion, sex, national origin, age, marital status, veteran status, sexual orientation, gender identity or expression, disability, genetic information, or any other category protected by law. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation. Our company uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.uscis.gov/e-verify. Information that you provide when applying for employment with Curriculum Associates, LLC may be subject to the California Privacy Rights Act. Click here for more information about our data-collection practices and your rights related to that data. #LI-REMOTE

United States
$80K - $100K / year
Job Closed
Hook Digital logo

Business and CRM Analyst

Hook Digital

Agency specializing in business growth and marketing technology.

Full TimeRemoteTeam 11-50Since 2013H1B No Sponsor

• Act as the main point of contact for clients on medium-sized projects, ensuring aligned expectations and quality deliverables. • Develop and implement customized CRM strategies using the HubSpot platform. • Manage CRM implementation, integration, and automation projects, ensuring efficient execution and timely delivery. • Map clients' marketing and sales processes, proposing improvements and results-oriented solutions. • Analyze performance data and generate strategic insights for continuous operational improvement. • Conduct onboarding, training, and enablement sessions to ensure client autonomy in using the tool. • Support junior analysts and consultants by sharing technical knowledge and best practices. • Keep HubSpot certifications up to date and monitor trends and new platform features.

Brazil
Job Closed
Genesee Scientific logo

Customer Success Manager

Genesee Scientific

Personally delivering solutions to innovators advancing science.

Full TimeRemoteTeam 51-200Since 1995H1B No Sponsor

• Take ownership of the needs of our customers to build and sustain strong customer relationships • Execute plans to meet annual sales and gross margin goals • Drive implementation and growth of e-procurement accounts with customers • Manage pricing to achieve financial targets • Independently make decisions while leveraging available resources to fulfill customer requirements, fostering seamless collaboration with cross functional teams • Monitor competitor and industry activity, staying updated on new products/services and relevant customer information to integrate into the business plan • Maintain accurate reporting, records, and files necessary for proper management of territory • Report customer issues or potential problems and completes additional tasks assigned by the manager • Provide customers with updates on supply and price trends, aiding inventory management, and offer consultative support • Maintain a positive representation of Genesee Scientific during all interactions at customer sites

Pennsylvania
$70K - $80K / year
Job Closed