Intake Specialist
Float-Health👥 51 - 200 employees🏢 Hospital & Health Care
As an Intake Specialist, you'll manage new patient referrals and coordinate timely start-of-care visits, directly impacting patient outcomes and satisfaction.
Technical Support Specialist - Financials
🔥 12 hours ago
Technical SupportAccounting PrinciplesQuickbooksSage Intacct
📜 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.
🛠️ 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.
Full job description
As a Technical Support Specialist for our Financials pillar, you'll provide expert guidance to customers on managing their accounting processes and maximizing profitability using our software.
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.
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.
Similar jobs
Search more Customer Success Manager jobs
Kundenservice / Call Center Agent (d/m/w)
Auto1👥 1001 - 5000 employees🏢 Internet
As a Customer Service Agent, you will be the primary contact for customers, guiding them from order completion to vehicle delivery while ensuring a seamless experience.
📍 🇩🇪 Germany - Remote💼 Full-Time🥁 Junior🤝 Customer Success Manager📢 🇩🇪 German Required📢 🇬🇧 English Required
LATAM Resident Support
Ourassistants👥 11 - 50 employees🏢 Outsourcing/offshoring
Provide exceptional bilingual support to residents, improve retention rates, and assist property management teams with communication and renewal activities.
📍 🇲🇽 Mexico - Remote💰 $1k - $1.2k / month💼 Full-Time🥁 Junior🤝 Customer Success Manager📢 🇬🇧 English Required📢 🇪🇸 Spanish Required
Customer (Supplier) Support Associate - German
Assent👥 501 - 1000 employees🏢 Computer Software
The Supplier Support Associate will engage with suppliers to gather compliance information, assist with requests, and ensure quality assurance of compliance data.
📍 🇩🇪 Germany - Remote💼 Full-Time🥁 Junior🤝 Customer Success Manager📢 🇬🇧 English Required📢 🇩🇪 German Required
Customer Service & Virtual Assistant (E-commerce)
Whitecollars👥 11 - 50 employees🏢 Human Resources
As a customer-focused professional, you will manage daily customer interactions and order operations for growing e-commerce brands, influencing customer satisfaction and loyalty.
📍 🇱🇧 Beirut - Remote💼 Full-Time🥁 Junior🤝 Customer Success Manager📢 🇦🇪 Arabic Required📢 🇬🇧 English Required