Note: The job is a remote job and is open to candidates in USA. ServiceTitan is a company that supports small business owners in the trades by providing innovative software solutions. They are seeking a Technical Support Specialist for their Financials pillar to assist customers with accounting processes and software usage, ensuring effective management of their financial workflows.
Responsibilities
- Act as the first point of contact to assist customers with all aspects of our software via phone, chat, email, and screen-sharing sessions
- Master the financial modules of ServiceTitan, including invoicing, accounts receivable, job costing, and more to provide expert guidance and creative solutions
- Troubleshoot and resolve issues related to accounting integrations, such as with QuickBooks, Sage Intacct, and other platforms
- Guide customers on accounting best practices within our software, including chart of accounts setup, financial reporting, and month-end closing procedures
- Prevent escalations and de-escalate customers by leveraging support tools and in-depth testing to efficiently resolve complex financial workflow cases
Skills
- Bachelor's degree preferred, or equivalent experience in technical support or an accounting-related role
- An efficient, effective, and resourceful problem-solver with strong critical thinking and troubleshooting abilities
- Excellent people skills: must be empathetic, patient, and able to translate complex financial and technical concepts into simple terms
- Ability to thrive in a feedback-oriented culture and stay level-headed in a challenging, rapidly changing environment
- Strong communicator in both written and verbal form
- Customer-centric mindset, desire to learn, and a can-do attitude
- A solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis, general ledger, P&L, balance sheets)
- Highly Preferred: Hands-on experience with accounting software like QuickBooks (Desktop or Online), Sage, or similar platforms
- Proficiency in spreadsheet software (Google Sheets or Microsoft Excel) for data analysis and reporting
- Strong mathematical and analytical aptitude
- Knowledge of the home/commercial service industry is a plus
- Comfortable with working remotely, at a desk (sitting or standing) for 6-8 hours at a time
Benefits
- Flextime, recognition, and support for autonomous work
- Company-paid medical, dental, and vision for you and your dependents
- RSP match
- Employee assistance program
- Parental leave and support
- Up to $20k in adoption reimbursement
- On demand maternity support through Maven Maternity
- Free breast milk shipping through Maven Milk
- Financial planning tools
Company Overview
- ServiceTitan is a software solution that manages operations for businesses in the home service industry, including scheduling and invoicing. It was founded in 2007, and is headquartered in Glendale, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.servicetitan.com.