Technical Support Specialist, Financials

Overview

Provide expert technical support for accounting workflows using ServiceTitan software.

Key Responsibilities

• escalation management
• customer support
• integration troubleshoot
• accounting guidance
• financial modules

Tasks

-Prevent escalations and de-escalate customers by leveraging support tools and in-depth testing to efficiently resolve complex financial workflow cases. -Act as the first point of contact to assist customers with all aspects of our software via phone, chat, email, and screen-sharing sessions. -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. -Master the financial modules of ServiceTitan, including invoicing, accounts receivable, job costing, and more to provide expert guidance and creative solutions.

Requirements

• bachelor's
• quickbooks
• excel
• accounting
• problem solving
• communication

What You Bring

-Bachelor’s degree preferred, or equivalent experience in technical support or an accounting-related role. -Comfortable with working remotely, at a desk (sitting or standing) for 6-8 hours at a time. -Proficiency in spreadsheet software (Google Sheets or Microsoft Excel) for data analysis and reporting. -An efficient, effective, and resourceful problem-solver with strong critical thinking and troubleshooting abilities. -Knowledge of the home/commercial service industry is a plus. -Strong mathematical and analytical aptitude. -Strong communicator in both written and verbal form. -Highly Preferred: Hands-on experience with accounting software like QuickBooks (Desktop or Online), Sage, or similar platforms. -Required: A solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis, general ledger, P&L, balance sheets). -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.

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Benefits

-Holistic health and wellness benefits: Company-paid medical, dental, and vision for you and your dependents, RSP match, and an employee assistance program. -Support for Titans at all stages of life: 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, and more. -Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.

About Servicetitan

-Launched a cloud platform in 2012 to modernize trades businesses. -Integrates scheduling, dispatch, CRM, invoicing, payments, marketing, and analytics into one system. -Supports both residential and commercial contractors in industries like HVAC, plumbing, electrical, pest control, and landscaping. -Expanded internationally with a development hub in Armenia and acquired companies like Aspire and Convex to enhance its platform. -Features include AI-powered tools ( Titan Intelligence ), integrated financing, mobile technician apps, and robust reporting. -Serves clients from single-location plumbing shops to large MEP contractors managing complex jobs. -Began as a summer project to help the founders' fathers' contracting businesses and grew into a public tech firm.

Sector Specialisms