Source Job

  • 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.

4 jobs similar to Technical Support Specialist, Financials

Jobs ranked by similarity.

$75,000–$85,000/yr
US

  • Provide front-line support for customers using Sage Intacct.
  • Troubleshoot functional and basic technical issues related to Sage Intacct.
  • Educate customers on product features, best practices, and workflows.

Versapay turns accounts receivable (AR) into a competitive advantage by removing friction and unlocking working capital. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually.

US

  • Answer real-time customer phone, email or chat inquiries.
  • Triage and troubleshoot problems with customers.
  • Focus on problem resolution while providing proficient customer service.

Applied Systems is transforming the insurance industry. They are building a team ready to learn and deliver innovative software and services within a culture built on values.

  • Develop and maintain deep expertise in Prompt’s billing and reporting suite to troubleshoot complex billing workflows and product behaviors.
  • Support Prompt’s largest and most complex customers by partnering closely with Enterprise Billing Success Managers (BSMs).
  • Translate customer feedback and enterprise call discussions into clearly documented engineering tickets, feature requests, and use cases for Product and Engineering teams.

Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, the teams within, and the patients they serve. As the fastest growing company in the therapy EMR space and the new standard in healthcare technology, they are building the greatest software on the planet for rehab therapists.

US

  • Provide inbound customer support using a call flow guide
  • Resolve technical issues related to hardware, software, and client products
  • Track, document, and retrieve information in databases

Concentrix is a global technology and services leader that helps well-known brands improve their businesses with technology and integrated solutions in over 70 countries. They are a human-centered, tech-powered company with over 440,000 employees worldwide.