Technical Support Specialist - Financials

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.