Technical Support Specialist - Financials
Job Description
This role supports customers who rely on ServiceTitan for essential financial workflows. You will work remotely as a Technical Support Specialist focused on the Financials pillar, helping with product usage and troubleshooting accounting integrations.
Key Responsibilities
- Serve as the first point of contact for customer questions and support requests across phone, chat, email, and screen-sharing sessions.
- Develop strong expertise in ServiceTitan financial modules, including invoicing, accounts receivable, and job costing, to deliver accurate guidance and practical solutions.
- Troubleshoot and resolve issues involving accounting integrations, including QuickBooks, Sage Intacct, and other connected platforms.
- Assist customers with accounting best practices inside the product, including chart of accounts setup, financial reporting, and month-end closing procedures.
- Use support tools and thorough testing to de-escalate and prevent unnecessary escalations when handling complex financial workflow cases.
Requirements
- Bachelor’s degree preferred, or equivalent experience in technical support or an accounting-related role.
- Strong problem-solving skills with effective critical thinking and troubleshooting ability.
- Excellent interpersonal skills, including empathy and patience, with the ability to explain financial and technical topics clearly.
- Ability to remain level-headed and perform in a feedback-oriented, fast-changing environment.
- Strong communication skills in both written and verbal formats.
- Customer-focused mindset, willingness to learn, and a proactive, can-do approach.
- Solid understanding of core accounting concepts, such as debits and credits, accrual versus cash basis, general ledger, P&L, and balance sheets.
- Highly preferred: hands-on experience with accounting software such as QuickBooks (Desktop or Online), Sage, or similar systems.
- Proficiency with spreadsheet tools, including Google Sheets or Microsoft Excel, for analysis and reporting.
- Strong mathematical and analytical aptitude.
- Knowledge of the home or commercial service industry is a plus.
- Comfort working remotely at a desk (sitting or standing) for 6 to 8 hours at a time.
Technologies
- QuickBooks
- Sage Intacct
- QuickBooks (Desktop or Online)
- Sage
- Google Sheets
- Microsoft Excel
Benefits
- Flextime, recognition, and support for autonomous work.
- Flexible time off along with ample learning and development opportunities.
- Comprehensive onboarding program.
- Leadership training for Titans at all levels and other programs and events.
- Bonusly, peer-nominated awards, and more.
- Company-paid medical, dental, and vision plans, 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 (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.
AI Use in Recruitment
ServiceTitan uses technology, including automated and AI-assisted tools, to support certain aspects of the recruitment process. AI tools are not used to make hiring decisions; all hiring decisions are made by the hiring teams.
What We Offer
- Flexible time off with learning and development opportunities to support ongoing career growth.
- Comprehensive onboarding, leadership training for Titans at all levels, and additional programs and events.
- Recognition through Bonusly and peer-nominated awards.
- A holistic benefits package including company-paid medical, dental, and vision (with the stated coverage options), FSA and HSA, 401k match, and telehealth options via One Medical.
- Parental leave and support plus fertility, surrogacy, and adoption reimbursement up to $20k, along with additional family support benefits described above.
- Beyond base salary, total compensation includes an annual bonus, equity, and a broader set of benefits.
Compensation and Location
- Location: Remote.
- Compensation: USD 19 to 31 per hour.