Operations and Process Automation Specialist

Job Title:

Operations and Process Automation Specialist

Location:

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!

The Operations and Process Automation Specialist supports the review, improvement, and documentation of business processes with a primary focus on Service Titan workflows and configurations. This role partners with business users and cross‑functional teams to identify process gaps, support automation initiatives, and ensure accurate documentation and system alignment. The position operates under established standards and guidance, contributing to operational efficiency and system adoption.

• Conduct recurring reviews of business processes to identify gaps between documented procedures and Service Titan system execution, escalating findings as needed.
• Collaborate with end users to gather feedback and identify opportunities for process and system workflow improvements.
• Participate in project intake discussions by gathering requirements, documenting scope, assessing system impact, and coordinating cross‑functional dependencies.
• Provide functional user support and guidance related to system workflows, configurations, and daily process usage.
• Maintain accurate documentation mapping business processes to system workflows to support audit readiness and operational continuity.
• Assist with efficiency improvements by supporting system configuration updates and leveraging native automation capabilities under established standards.
• Assess manual business processes to identify automation and standardization opportunities within the systems.
• Collaborate with Finance, Marketing, Technology, and external partners to support integration between Service Titan and other enterprise platforms, including testing and validation activities.

• Execute work within defined standards and frameworks
• Escalates complex issues and prioritization decisions
• Supports enterprise initiatives

• Approximately 4+ years of experience in business process analysis, improvement, or automation
• Hands‑on experience supporting Service Titan or comparable field‑service platforms
• Experience documenting business processes and supporting workflow configurations
• Strong analytical, communication, and collaboration skills
• Proficiency in Excel

• 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

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
• Supplemental benefit programs
• World‑class training opportunities through Experts University
• Career development opportunities

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.