Technical Support Specialist, Financials

As a Technical Support Specialist for our Financials pillar, you’ll be the go-to expert for our customers' most critical business workflows. You will help them manage their books, streamline accounting processes, and maximize their profitability using our software. This is a unique opportunity to blend your passion for customer service with your knowledge of accounting principles to make a tangible impact. Our specialists have the highest rate of internal transfers across the organization, making this the perfect launchpad for your career at ServiceTitan.

What You'll Do:

• 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.

What You'll Bring (Core Qualifications):

• 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.

What You'll Bring (Preferred Financial & Technical Qualifications):

• Required: 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.