Customer Support Advocate

ServiceTitan

full-time

Posted on: 8/16/2025

Origin: • 🇺🇸 United States

✨ AI Apply

💰 $19 - $26 per hour

Mid-LevelSenior

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

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