Technical Support Specialist - Financials
On-siteToronto, Ontario, Canada
Job Summary
Act as the first point of contact to assist customers with all aspects of the financial software via phone, chat, email, and screen-sharing sessions. Master financial modules including invoicing, accounts receivable, and job costing to provide expert guidance on accounting best practices, chart of accounts setup, and month-end closing procedures. Troubleshoot and resolve complex issues related to accounting integrations with platforms like QuickBooks and Sage Intacct, leveraging in-depth testing to prevent escalations and de-escalate challenging cases. This role supports small business owners in the trades to streamline accounting processes and maximize profitability, offering a launchpad for internal transfers within ServiceTitan.
Required Qualifications
- A solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis, general ledger, P&L, balance sheets)
- Comfortable with working remotely, at a desk (sitting or standing) for 6-8 hours at a time
Desired Qualifications
- Bachelor's degree preferred, or equivalent experience in technical support or an accounting-related role
- 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
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