Customer Service Representative
Capital Blue Cross
React
Customer Support Advocate
ServiceTitan
full-time
Posted on:
Location: 🇺🇸 United States
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
- An 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
- Hands-on experience with accounting software like QuickBooks (Desktop or Online), Sage, or similar platforms (preferred)
- Proficiency in spreadsheet software (Google Sheets or Microsoft Excel) for data analysis and reporting
- Knowledge of the home/commercial service industry is a plus
- Comfortable with working remotely, at a desk (sitting or standing) for 6-8 hours at a time
