Field Service Software Integration Specialist at Bdr - Business Development Resources in San Antonio, TX | USD80,000-100,000 | Kablio

Role

Description

tech support

system testing

software integration

field config

performance reports

training delivery

Provide ongoing technical support and resolve software-related issues
Develop and maintain user guides, training materials, and documentation
Maintain accurate records of configurations, trainings, and client interactions
Conduct system testing, troubleshooting, and validation before go-live
Integrate new software tools with clients' existing systems and processes
Partner with internal teams to communicate feedback and recommend enhancements
Prepare performance reports to track software adoption and client satisfaction
Analyze client workflows to identify process improvements and efficiencies
Implement and configure field service software based on BDR best practices
Support sales and onboarding efforts by demonstrating software solutions to prospective clients
Deliver engaging onsite and virtual training for office staff and field teams

Requirements

microsoft office

servicetitan

fieldedge

zuper

bachelor's

2+ years

Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
Strong understanding of home service operations (HVAC, Plumbing, Electrical)
Hands-on experience with ServiceTitan, FieldEdge, and/or Zuper
Excellent communication, presentation, and active listening skills
Ability to travel for client training, implementations, and events
Bachelor's degree in Business, Accounting, or Information Technology (or equivalent experience)
Strong organizational skills and attention to detail
2+ years of experience in software implementation or field service technology

Benefits

Average employee tenure of over 7 years - we're a great place to build your career!
Clear opportunities for growth, including advancement into Senior Specialist, Implementation Manager, or Product Specialist roles
Access to certifications and professional development opportunities
3.08 hours of PTO accrued biweekly
6 paid holidays
Supplemental insurances available
401(k) with employer 3% matching
Medical insurance provided with minimal employee contribution (with HRA)
Employer-provided life insurance/AD&D
A professional yet supportive and fun work environment
Employee Assistance Program (EAP)

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

600+ Contractors

Profit Coach Program Members

The company operates a Profit Coach program that serves over 600 contractor members.

10k+ Trained

Annual Training Reach

The company trains over 10,000 professionals annually through workshops and virtual classes.

$10.6M Revenue

Annual Revenue

The company generates approximately $10.6 million in annual revenue through premium training and strategic consulting.

Delivers tailored business coaching, workshops, and virtual classes for HVAC, plumbing, and electrical firms.
Clients range from small contractors to large distributors—typical projects include profit mapping and business planning.
Has been named one of Washington's top workplaces multiple years in a row for culture and retention.
In 2024–25, recognized as 'Best in Consulting' and part of Washington's Top 100 Places to Work.

Culture + Values

Environment + Sustainability

Inclusion & Diversity

Articles

Learn About Coaching

Learn About Planning

Sales Excellence Coaching

Leadership Excellence Academy

Role

Description

tech support

system testing

software integration

field config

performance reports

training delivery

Provide ongoing technical support and resolve software-related issues
Develop and maintain user guides, training materials, and documentation
Maintain accurate records of configurations, trainings, and client interactions
Conduct system testing, troubleshooting, and validation before go-live
Integrate new software tools with clients' existing systems and processes
Partner with internal teams to communicate feedback and recommend enhancements
Prepare performance reports to track software adoption and client satisfaction
Analyze client workflows to identify process improvements and efficiencies
Implement and configure field service software based on BDR best practices
Support sales and onboarding efforts by demonstrating software solutions to prospective clients
Deliver engaging onsite and virtual training for office staff and field teams

Requirements

microsoft office

servicetitan

fieldedge

zuper

bachelor's

2+ years

Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
Strong understanding of home service operations (HVAC, Plumbing, Electrical)
Hands-on experience with ServiceTitan, FieldEdge, and/or Zuper
Excellent communication, presentation, and active listening skills
Ability to travel for client training, implementations, and events
Bachelor's degree in Business, Accounting, or Information Technology (or equivalent experience)
Strong organizational skills and attention to detail
2+ years of experience in software implementation or field service technology

Benefits

Average employee tenure of over 7 years - we're a great place to build your career!
Clear opportunities for growth, including advancement into Senior Specialist, Implementation Manager, or Product Specialist roles
Access to certifications and professional development opportunities
3.08 hours of PTO accrued biweekly
6 paid holidays
Supplemental insurances available
401(k) with employer 3% matching
Medical insurance provided with minimal employee contribution (with HRA)
Employer-provided life insurance/AD&D
A professional yet supportive and fun work environment
Employee Assistance Program (EAP)

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found