Note: The job is a remote job and is open to candidates in USA. ServiceTitan provides software and support for small businesses in the trades. The Technical Support Specialist for Financials assists customers with financial workflows, accounting processes, software troubleshooting, and accounting integrations while delivering customer-focused guidance.
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
- * 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
- * **Required:** A solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis, general ledger, P&L, balance sheets)
- * Proficiency in spreadsheet software (Google Sheets or Microsoft Excel) for data analysis and reporting
- * Strong mathematical and analytical aptitude
- * Comfortable with working remotely, at a desk (sitting or standing) for 6-8 hours at a time
- * Bachelor's degree preferred, or equivalent experience in technical support or an accounting-related role
- * Highly Preferred: Hands-on experience with accounting software like QuickBooks (Desktop or Online), Sage, or similar platforms
- * Knowledge of the home/commercial service industry is a plus
Benefits
- Flexible time off
- Ample learning and development opportunities
- Comprehensive onboarding program
- Leadership training for Titans at all levels
- Other programs and events
- Bonusly rewards
- Peer-nominated awards
- Company-paid medical, dental, and vision
- 100% employer-paid health coverage options
- 90% coverage for dependents
- FSA and HSA
- 401k match
- Telehealth options, including memberships to One Medical
- Parental leave and support
- Up to $20k in fertility services, including IUI and IVF
- Surrogacy reimbursement
- Adoption reimbursement
- On-demand maternity support through Maven Maternity
- Free breast milk shipping through Maven Milk
- Pet insurance
- Legal advisory services
- Financial planning tools
- Annual bonus
- Equity
Company Overview
Company H1B Sponsorship