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Financial Software Support Jobs

2 jobs found

Today

Help Desk Coordinator

TopBloc Chicago, IL

Chicago, IL

Today

$50k - $62k/yr Full time Application Support Business Systems Computer Skills

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Job Description

Support the help desk and client technical assistance operations for TopBloc in an onsite role in Chicago, IL.

Responsibilities

Own intake for all Help Desk issues and manage tickets from start to finish
Act as the initial point of contact for clients requesting technical assistance through the ticketing system
Generate and distribute reports and analytics on ticket volume and trends
Support internal delivery of high-quality solutions across multiple departments
Configure, troubleshoot, and resolve ticketing system issues
Serve as the subject matter expert for ZenDesk and/or ServiceNow
Lead ZenDesk/ServiceNow orientation for new hires
Maintain the ZenDesk/ServiceNow homepage
Report breached security incidents to IT
Create and maintain department Slack notifications as requested
Implement configuration updates and changes in ZenDesk/ServiceNow to support evolving business needs
Maintain the Help Desk internal knowledge base in Confluence

Requirements

Bachelor’s Degree (required)
Ability to manage multiple projects and initiatives simultaneously (required)
Data analytics experience (preferred)
Ticket management tool experience with ServiceNow (preferred)
Advanced knowledge of Microsoft Office Suite, especially Microsoft Excel
Strong commitment to exceptional customer service and collaboration
Effective communication skills in both writing and speaking
Ability to interact and collaborate positively with clients and coworkers to build confidence and trust
Strong problem-solving ability with the capacity to consider alternative and diverse perspectives

Technologies

Workday
Workday Human Capital Management
Payroll
Financials
ServiceNow
ZenDesk
Microsoft Office Suite
Microsoft Excel
Slack
Confluence

Benefits

Fast-paced, result-oriented work culture with competitive base salary
Health, Dental, Vision, Disability, and Basic Life Insurance coverage
Additional voluntary life insurance
Paid Parental Leave & Pregnancy Related Medical Leave
Generous paid sick leave
Unlimited PTO
Monthly wellness/gym subsidy
Monthly phone subsidy
401(k) and ROTH retirement savings plan with matching
Employee Assistance Program
Company-sponsored volunteer opportunities, LinkedIn Learning access, and company/team outings
Adoption Assistance

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer

Location: Chicago, IL (onsite)
Compensation: USD 50,000 - 62,000 per year
Employment Type: Non-exempt

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1d ago

Technical Support Analyst

Tabs New York, NY

New York, NY

1d ago

$77k - $106k/yr Full time Accounting Software Application Support Customer Service

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Job Description

Tabs is seeking a Technical Support Analyst in New York City to be the first line of defense for merchant technical issues. The role collaborates across teams to enhance the merchant experience, with a focus on invoicing, payments, ERP integrations, and data workflows. This onsite position offers a competitive base salary of USD 76,800 to 105,600 per year, plus equity and a comprehensive benefits package to support work-life balance.

Responsibilities

Address complex merchant inquiries received via email, Slack, and chat with timely, clear, and accurate responses.
Lead ticket triage and prioritization, diagnose root causes, and escalate as needed to ensure swift resolution.
Diagnose and troubleshoot invoicing, payments, ERP integrations, and merchant data workflows, including QuickBooks, NetSuite, and Stripe.
Identify patterns in recurring issues and share actionable insights with Product and Engineering teams.
Educate merchants and proactively guide them on best practices for using Tabs.
Collaborate with Customer Success, Engineering, and Contract Operations to resolve high-priority issues efficiently.
Contribute to internal documentation to improve processes and reduce repeated inquiries.
Own issues end-to-end, driving improvements, spotting trends, and taking steps to prevent recurrence.

Requirements

3 to 5 years in a support, technical support, or customer success role, preferably within SaaS or fintech.
Strong problem-solving abilities; resourceful, detail-oriented, and capable of quick, effective decision-making.
Technical aptitude with experience troubleshooting API, ERP, or payment-related issues.
Accounting knowledge is a plus.
Excellent written and verbal communication, with the ability to translate complex topics into clear merchant-friendly guidance.
Capacity to manage a high volume of tickets while maintaining high-quality responses.
Experience with ticketing systems (HubSpot, Zendesk, Pylon, or similar) and creating self-service content.
SQL or data querying experience is a plus.
Ability to perform under pressure, quickly assess problems, and deliver real-time solutions; startup or technical environment experience preferred.
Some after-hours coverage is required due to 24x7 SaaS operations.

Technologies

QuickBooks
NetSuite
Stripe
HubSpot
Zendesk
Pylon
SQL

Benefits

Competitive compensation and equity
Unlimited PTO
Up to 100% employer-covered monthly health care premiums (medical, dental, vision)
Lunch provided via Sharebite, with dinner for late in-office days
Parental leave up to 12 weeks
Tax-free commuter and parking benefits
Voluntary insurances (life, hospital, critical illness, accident)
Employee Assistance Program through Rightway
Free One Medical membership
401(k)

Why this role matters

The Technical Support Analyst will help manage growing volumes of technical inquiries from Tabs merchants, serving as the frontline for troubleshooting, resolution, and merchant education. You will work cross-functionally with Customer Success, Engineering, Product, and Contract Operations to resolve technical issues and surface recurring trends. This role suits a customer-focused problem-solver with a solid technical background, experience with ERP systems like NetSuite and QuickBooks, and a desire to help merchants resolve complex problems in a fast-paced environment.

Examples of work

Handling Critical Invoice Issues: diagnose a data mismatch between Tabs and a merchant ERP, coordinate a fix with engineering, and ensure pending invoices are sent the same day.
Debugging Payment Failures: investigate a payments integration issue, determine root cause, work with engineering to resolve, and guide the merchant to prevent future failures.
Proactive Issue Prevention and Education: develop internal playbooks and education materials to reduce recurring tickets by a measurable margin.

Additional information

This role is based onsite in New York City at our Soho office.

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Financial Software Support Jobs

Help Desk Coordinator

Technical Support Analyst

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