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Technical Support Specialist - Financials

πŸ•’ 2 days ago
Technical SupportAccounting PrinciplesQuickbooksSage Intacct

πŸ“œ Description

  • Act as the first point of contact to assist customers with all aspects of our software via phone, chat, email, and screen-sharing sessions.
  • Troubleshoot and resolve issues related to accounting integrations with platforms like QuickBooks and Sage Intacct.
  • Guide customers on accounting best practices within our software, including financial reporting and month-end closing procedures.
  • Prevent escalations and efficiently resolve complex financial workflow cases.

πŸ› οΈ Requirements

  • Bachelor’s degree preferred or equivalent experience in technical support or an accounting-related role.
  • Solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis).
  • Hands-on experience with accounting software like QuickBooks or Sage.
  • Proficiency in spreadsheet software (Google Sheets or Microsoft Excel) for data analysis.
  • Strong critical thinking and troubleshooting abilities.
  • Excellent people skills: empathetic, patient, and able to simplify complex concepts.
  • Master the financial modules of ServiceTitan to provide expert guidance and creative solutions.

✨ Benefits

  • Company-paid medical
  • Dental
  • Vision with 100% employer paid options and 90% coverage for dependents
  • FSA and HSA, 401k match, and telehealth options including memberships to One Medical.
  • Parental leave and support
  • Adoption reimbursement
  • Holistic health and wellness benefits, including pet insurance and financial planning tools.
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