Technical Support Specialist - Financials

About the role

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 small business owners in the trades 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.

Responsibilities

• 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.

Requirements

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.

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.

Benefits

• Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. Comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.
• Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.
• Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. 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, and more.

Pay

ServiceTitan is committed to fair and equitable compensation for all employees. For candidates in the United States, the good faith hourly rate estimate for this role is:

• Zone 1: $21.01 USD - $31.49 USD (Applicable for: CA, CT, DC, MD, MA, NJ, NY, VA, and WA)
• Zone 2: $19.61 USD - $29.42 USD (Applicable for: All other US locations)

International compensation for candidates residing outside the United States will vary by location and will be discussed during the hiring process. Actual compensation within a range is determined by factors including relevant experience, skill set, qualifications, and performance. In addition to base salary, our total compensation package includes an annual bonus, equity, and a holistic suite of benefits.