What are the responsibilities and job description for the Technical Support Specialist - Financials position at Jobgether?
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Technical Support Specialist - Financials based in Canada.
This role offers the opportunity to combine technical support expertise with accounting knowledge to help customers optimize critical business operations.
You will become a trusted advisor, guiding users through financial workflows, software solutions, and best practices that improve efficiency and profitability.
The position blends customer success, troubleshooting, accounting principles, and technology in a fast-paced environment.
You will support customers by resolving complex financial challenges and helping them get the most value from digital tools.
Working with a collaborative support team, you will continuously expand your product knowledge and technical capabilities.
This is an ideal opportunity for someone passionate about problem-solving, finance, and delivering exceptional customer experiences.
As a Technical Support Specialist - Financials, you will serve as a key resource for customers by providing expert guidance on financial workflows, software functionality, and accounting-related processes. You will troubleshoot complex issues, educate users, and deliver solutions that help businesses operate more effectively.
- Act as the first point of contact for customer inquiries through phone, chat, email, and screen-sharing sessions.
- Provide expert support for financial software features, including invoicing, accounts receivable, job costing, and related workflows.
- Troubleshoot and resolve accounting integration issues involving platforms such as QuickBooks, Sage Intacct, and similar systems.
- Guide customers on accounting best practices, including chart of accounts setup, financial reporting, and month-end closing processes.
- Investigate customer challenges using support tools, testing methods, and available resources to deliver accurate solutions.
- Prevent escalations by addressing complex financial workflow issues with speed, empathy, and technical expertise.
- Translate accounting and technical concepts into clear, practical guidance for customers with different levels of expertise.
- Continuously build product knowledge and stay informed on new features, tools, and customer solutions.
- Collaborate with internal teams to improve support processes and customer outcomes.
Requirements:
You are a customer-focused technical support professional with strong analytical abilities and a solid understanding of accounting concepts. You combine problem-solving skills, communication expertise, and technical curiosity to help customers successfully use financial technology solutions.
- Bachelor’s degree preferred or equivalent experience in technical support, accounting, finance, or a related field.
- Experience providing technical support, customer support, or working with business software solutions.
- Strong understanding of accounting fundamentals, including debits and credits, accrual vs. cash accounting, general ledger, profit and loss statements, and balance sheets.
- Experience using accounting platforms such as QuickBooks, Sage, or similar software is highly preferred.
- Strong troubleshooting and critical thinking skills with the ability to investigate and resolve complex issues.
- Excellent communication skills with the ability to explain financial and technical concepts clearly.
- Customer-focused mindset with empathy, patience, and a commitment to delivering high-quality support.
- Strong mathematical and analytical abilities with experience using spreadsheets for reporting or analysis.
- Ability to adapt quickly, learn complex software, and thrive in a feedback-driven environment.
- Comfortable working remotely in a role requiring extended computer-based work.
- Knowledge of the home or commercial services industry is an advantage.
Benefits:
- Competitive hourly compensation range of CAD $19.70 – CAD $26.54, depending on experience, skills, qualifications, and location.
- Flexible remote work options and support for autonomous working.
- Comprehensive onboarding and ongoing learning opportunities to support career development.
- Career growth opportunities within a technology-driven customer support organization.
- Recognition programs and rewards for outstanding contributions.
- Health and wellness benefits, including medical, dental, and vision coverage.
- Retirement savings support through employer matching programs.
- Employee assistance programs and wellbeing resources.
- Family support benefits, including parental leave resources and adoption assistance.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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