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

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)
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.

Flexible time off with ample learning and development opportunities
Comprehensive onboarding program
Leadership training for Titans at all levels
Great work is rewarded through Bonusly, peer-nominated awards, and more
Company-paid medical, dental, and vision (with 100% employer paid options and 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 (i.e. IUI and IVF)
Surrogacy and adoption reimbursement
On demand maternity support through Maven Maternity
Free breast milk shipping through Maven Milk
Pet insurance
Legal advisory services
Financial planning tools

Technical Support Specialist, Financials

Key skills