Technical Support Specialist, Financials

ServiceTitan ServiceTitan · Enterprise · US, FL · Remote

This role is a Technical Support Specialist for ServiceTitan's Financials pillar, focusing on assisting customers with financial modules, troubleshooting accounting integrations, and guiding them on best practices within the software. It requires a strong understanding of accounting principles and customer service skills.

What you'd actually do

  1. Act as the first point of contact to assist customers with all aspects of our software via phone, chat, email, and screen-sharing sessions.
  2. Master the financial modules of ServiceTitan, including invoicing, accounts receivable, job costing, and more to provide expert guidance and creative solutions.
  3. Troubleshoot and resolve issues related to accounting integrations, such as with QuickBooks, Sage Intacct, and other platforms.
  4. Guide customers on accounting best practices within our software, including chart of accounts setup, financial reporting, and month-end closing procedures.
  5. Prevent escalations and de-escalate customers by leveraging support tools and in-depth testing to efficiently resolve complex financial workflow cases.

Skills

Required

  • Technical support experience
  • Accounting principles
  • Customer service skills
  • Troubleshooting abilities
  • Communication skills

Nice to have

  • Experience with accounting software (QuickBooks, Sage Intacct)
  • Proficiency in spreadsheet software (Google Sheets, Microsoft Excel)
  • Knowledge of the home/commercial service industry

What the JD emphasized

  • Required: A solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis, general ledger, P&L, balance sheets).