Technical Support Specialist - Financials - jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Technical Support Specialist - Financials based in Canada.

This role offers the opportunity to combine technical support expertise with accounting knowledge to help customers optimize critical business operations. You will become a trusted advisor, guiding users through financial workflows, software solutions, and best practices that improve efficiency and profitability. The position blends customer success, troubleshooting, accounting principles, and technology in a fast-paced environment. You will support customers by resolving complex financial challenges and helping them get the most value from digital tools. Working with a collaborative support team, you will continuously expand your product knowledge and technical capabilities. This is an ideal opportunity for someone passionate about problem-solving, finance, and delivering exceptional customer experiences.

Accountabilities:

As a Technical Support Specialist - Financials, you will serve as a key resource for customers by providing expert guidance on financial workflows, software functionality, and accounting-related processes. You will troubleshoot complex issues, educate users, and deliver solutions that help businesses operate more effectively.

• Act as the first point of contact for customer inquiries through phone, chat, email, and screen-sharing sessions.
• Provide expert support for financial software features, including invoicing, accounts receivable, job costing, and related workflows.
• Troubleshoot and resolve accounting integration issues involving platforms such as QuickBooks, Sage Intacct, and similar systems.
• Guide customers on accounting best practices, including chart of accounts setup, financial reporting, and month-end closing processes.
• Investigate customer challenges using support tools, testing methods, and available resources to deliver accurate solutions.
• Prevent escalations by addressing complex financial workflow issues with speed, empathy, and technical expertise.
• Translate accounting and technical concepts into clear, practical guidance for customers with different levels of expertise.
• Continuously build product knowledge and stay informed on new features, tools, and customer solutions.
• Collaborate with internal teams to improve support processes and customer outcomes.

Requirements:

You are a customer-focused technical support professional with strong analytical abilities and a solid understanding of accounting concepts. You combine problem-solving skills, communication expertise, and technical curiosity to help customers successfully use financial technology solutions.