Product Delivery Specialist IV S01 Field Support

Operations and Process Automation Senior Specialist

S01 Field Support

Job Title:
Operations & Process Automation Senior Specialist

Status:
Remote

Join the team of experts and realize your true potential!

Why You Should Join the Service Experts Team?

Our team consists of the very best; we believe in doing what is right for our customers and our employees. We provide our employees with training support and an opportunity for unlimited professional growth. Join us and become an EXPERT!

Summary

The Operations & Process Automation Senior Specialist will play a crucial role in conducting process reviews, collaborating with end users and business partners to identify and implement improvements, providing user support, maintaining documentation, and driving efficiency enhancements. This role includes ownership of Service Titan process enablement, configuration alignment, and collaboration on system integrations to ensure standardized, scalable, and compliant business processes across the organization.

Key Responsibilities

• Conduct regular process reviews to ensure compliance with standardized business processes and identify gaps between documented processes and system execution.
• Collaborate with end users to gather feedback and identify opportunities for process and Service Titan workflow improvements.
• Lead project intake discussions to assess business needs, scope, Service Titan impact, and cross-functional dependencies.
• Provide functional user support and guidance related to Service Titan workflows, configurations, and process usage.
• Maintain accurate documentation mapping business processes to Service Titan workflows for audit and operational continuity.
• Implement efficiency improvements by optimizing Service Titan configurations and leveraging native automation capabilities.
• Perform assessments of manual business processes to identify automation and standardization opportunities.
• Continually identify new business processes suitable for automation within Service Titan.
• Collaborate with Finance, Marketing, Technology, and external partners to consult on integrations between Service Titan and other enterprise platforms.
• Ensure integrations support standardized processes, compliance requirements, reporting accuracy, and scalability.
• Participate in integration intake, discovery, and post-implementation validation to ensure successful adoption.

Required Qualifications

• 5+ years of experience in business process analysis, improvement, and automation
• Hands‑on experience managing and supporting Service Titan and other comparable field‑service platforms
• Experience translating business processes into system configurations and workflows
• Proven ability to document processes, support users, and drive enterprise adoption
• Outstanding proficiency in Excel
• Bachelor’s degree in business or related field is a plus

Skills

• Strong analytical and problem‑solving skills
• Excellent written and verbal communication abilities
• Knowledge of Service Titan workflows, configuration logic, and system dependencies
• Ability to balance standardization with operational flexibility
• Strong collaboration and stakeholder management skills
• Attention to detail with documentation and compliance tracking

What Do We Offer You as a Service Experts Employee?

Service Experts offers a comprehensive benefits package designed to support employees and their families in managing their health and wellness needs, including:

• Competitive pay with incentive opportunities
• Paid Time Off and Company Holiday Pay
• Medical, Dental, and Vision Insurance programs
• 401(k) Retirement Savings Plan with company matching contributions
• Life and disability insurance options
• World‑class training opportunities through Experts University

Service Experts Heating & Air Conditioning is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.