Customer Support Advocate
ServiceTitan
CloudMaven
Customer Support Advocate, Financials
ServiceTitan
full-time
Posted on:
Origin: • 🇺🇸 United States • Kansas, Missouri
Visit company websiteSalary
💰 $19 - $26 per hour
Job Level
Mid-LevelSenior
Tech Stack
CloudMaven
About the role
- 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.
Requirements
- Bachelor’s degree preferred, or equivalent experience in technical support or an accounting-related role. Efficient, effective, and resourceful problem-solver with strong critical thinking and troubleshooting abilities. Excellent people skills: 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. Solid understanding of core accounting principles (e.g., debits/credits, accrual vs. cash basis, general ledger, P&L, balance sheets). Hands-on experience with accounting software like QuickBooks (Desktop or Online), Sage, or similar platforms (highly preferred). Proficiency in spreadsheet software (Google Sheets or Microsoft Excel) for data analysis and reporting. Strong mathematical and analytical aptitude. Knowledge of the home/commercial service industry is a plus.
