Technical ServiceTitan Specialist – Executive Assistant

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November 18

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Hey Lieu

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B2B • Productivity • SaaS

Hey Lieu is a virtual assistant service that connects businesses with top global talent to manage administrative tasks efficiently. By offering flexible remote support, Hey Lieu allows companies to reduce overhead costs and maximize productivity, enabling teams to focus on strategic initiatives. This cost-effective solution provides scalability and access to specialized skills, making it an ideal resource for businesses looking to streamline their operations.

11 - 50 employees

🤝 B2B

⚡ Productivity

☁️ SaaS

📋 Description

• Manage email correspondence on behalf of the business (insurance communication, customer inquiries, follow-ups). • Assist with inbound and outbound communication such as follow-up calls, quote follow-ups, scheduling updates, and documentation requests. • Coordinate conversations with customers regarding job updates, timelines, and next steps. • Support conversations with business partners and vendors as needed. • Move quotes and leads through the pipeline and ensure timely follow-up. • Assist with processing customer documents and insurance-related paperwork. • Coordinate with the field team on job details, updates, and documentation requirements. • Help organize business processes and streamline communication across the team. • Utilize strong ServiceTitan knowledge to execute system tasks or learn ServiceTitan quickly using built-in learning modules. • Create notifications, automation triggers, and internal workflows (e.g., updating job statuses, creating reminders, sending automated communication). • Assist in developing streamlined processes, both inside and outside of ServiceTitan. • Support dispatching tasks such as job updates, tagging, technician notes, and follow-through. • Troubleshoot basic system issues and help maintain accurate data within the CRM. • Trigger tasks internally (e.g., assigning a Slack task for permits or job documentation). • Prepare daily/weekly operational summaries when needed. • Support both the owner and office manager with time-sensitive follow-ups. • Conduct follow-up communication for pending quotes. • Assist with pipeline opportunities to increase job conversions.

🎯 Requirements

• Strong experience with ServiceTitan OR demonstrated ability to learn complex systems quickly. • Excellent written and spoken English with neutral or minimal accent. • Background in supporting U.S.-based service businesses (plumbing, HVAC, electrical, or similar is a plus). • High attention to detail, strong organizational skills, and ability to work independently. • Comfortable interacting professionally with customers, vendors, and internal team members. • Ability to work U.S. night shift.

🏖️ Benefits

• Remote work options • Flexible schedule • Opportunity for long-term growth • Potential for a higher-level role