Dynamics 365 Field Service Trainer & Systems Analyst

Position Description

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way.

Microsoft D365 Field Service Training and Systems Analyst

Sr. Project Manager

Exempt

Shared Services Office, Irving, TX

The Systems Administrator for Field Service Software is a pivotal role responsible for the successful management, maintenance, implementation, and enhancement of our field service support software. This position combines technical expertise with strong project management and communication skills. The Project Manager will be the primary liaison between our field operations and the development teams, ensuring the software meets business needs and users are fully trained and supported.

This role requires someone with a training background and a strong grasp of systems and workflows, enabling them to clearly and concisely communicate with the service department.

Field Service Enhancements:

• Collaborate directly with developers to create and test new software features.
• Communicate the front-end user workflows to the development team, ensuring a seamless translation of business needs into functional enhancements.
• Provide dedicated support and training during go-live periods for new software rollouts, including implementations for acquired companies.

• Serve as the first point of contact for all field service support needs, addressing inquiries and troubleshooting from users.
• Manage helpdesk tickets by proactively providing go-live support and assisting in self-service errors.
• Support and collaborate with all members of the service group, including leaders, technicians, and administrators.

• Update process documentation and roll out new features and fixes via email and live training sessions.
• Actively solicit and incorporate user feedback from training sessions to continuously improve the training materials and content.
• Monitor user feedback for future improvements while tracking trends for in-depth analysis.

• Document and maintain comprehensive process flows and standard operating procedures (SOPs) for all software functions.
• Train on new curriculum and ongoing refresher courses.
• Execute and walk through billing-related processes within the software.

• Lead and support various special projects as assigned.
• Regular, consistent and necessary to meet the needs of the business.
• Perform other duties and responsibilities as assigned.
• Conduct self in an ethical, legal, and responsible manner at all times.
• Adhere to the policies, principles, and guidance within the Employee Handbook and Code of Conduct.

• Excellent communication and interpersonal skills with the ability to build strong relationships across all levels of the organization; strong verbal and written communication skills.
• Ability to effectively communicate and present information one-on-one and in group situations, and outside of the company.
• Ability to solve practical problems and manage a variety of variables in situations and with problems where only limited information or standardization exists.
• Open and transparent with a strong work ethic as well as the ability to handle sensitive and confidential information.
• Strong attention to detail.
• Ability to work in a fast-paced environment.
• Independence, strong organization skills, and the ability to manage multiple priorities and deadlines at any given time.
• Establish and build effective working relationships with colleagues and staff; acceptance of a variety of lifestyles, behaviors, and cultural and spiritual practices.

• Associate’s degree and/or 3+ years of experience in software support systems.
• HVAC industry knowledge is a plus.
• Proven…