Technical Support Specialist – Financials

This is a fully remote position, open to applicants in Canada.

📋 Description

• Serve as the primary contact to aid customers with all facets of our software through phone, chat, email, and screen-sharing sessions.

• Attain proficiency in the financial modules of ServiceTitan, encompassing invoicing, accounts receivable, job costing, and beyond to deliver expert advice and innovative solutions.

• Diagnose and resolve issues pertaining to accounting integrations, including QuickBooks, Sage Intacct, and other platforms.

• Assist customers in understanding accounting best practices within our software, including chart of accounts configuration, financial reporting, and month-end closing processes.

• Mitigate escalations and calm customers by utilizing support tools and thorough testing to effectively resolve intricate financial workflow scenarios.

⛳️ Requirements

• A bachelor’s degree is preferred, or equivalent experience in technical support or an accounting-related field.

• A resourceful, efficient, and effective problem-solver with strong critical thinking and troubleshooting skills.

• Exceptional interpersonal skills: must be empathetic, patient, and capable of simplifying complex financial and technical concepts.

• Ability to excel in a feedback-driven culture and maintain composure in a fast-paced, challenging environment.

• Strong written and verbal communication skills.

• A customer-focused mindset, eagerness to learn, and a proactive attitude.

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

• Highly Preferred: Practical experience with accounting software such as 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 skills.

• Familiarity with the home/commercial service industry is an advantage.

🏝️ Benefits

• Flexible time off paired with numerous learning and development opportunities to foster your career growth.

• Comprehensive onboarding program, leadership training for all levels, and additional programs and events.

• Outstanding performance is recognized through Bonusly, peer-nominated awards, and more.

• Company-sponsored medical, dental, and vision coverage for you and your dependents, RSP match, and an employee assistance program.

• Parental leave and support, up to $20k in adoption reimbursement, on-demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, financial planning tools, and more.