Technical Support Specialist - Financials - ServiceTitan

Ready to be a Titan?

We accompany our customers every step of the way, from the moment they partner with us, to the end of their journey. We work hard and like to have fun along the way. If you’re excited about helping small business owners in the trades, love technology, and aren't afraid of a challenge or two, our customer support team is where you belong.

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 them 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 .

What You'll Do:

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.

What You'll Bring (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.

What You'll Bring (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