Accounting Success Manager

Summary

Join FloQast's growing Customer Success team as an Accounting Success Manager, focusing on onboarding and supporting clients in the Client Accounting Services industry. You will lead client launches, review documentation, consult on best practices, and manage client progress. This role requires strong accounting knowledge, project management skills, and excellent communication. The position offers a competitive salary and benefits package, including a bonus, health insurance, unlimited vacation, and remote work options. The ideal candidate possesses 4+ years of accounting experience and a relevant bachelor's degree. US-based remote work is available.

Requirements

• BA/BS degree in Business Administration, Accounting, Finance or relevant fields
• 4+ years of private or public accounting experience required
• BS degree in Accounting, Finance or related field
• Thorough knowledge of basic accounting procedures and principles
• Ability to interact with client teams at various levels of technical and non-technical depth
• Proven ability to manage multiple projects at a time while paying strict attention to detail
• Excellent listening and presentation skills
• Excellent verbal and written communication skills
• High attention to detail and ability to organize a high volume book of business along with occasional strategic projects

Responsibilities

• Lead client launch calls and give clients an overview of the FloQast implementation process and timeline for our CAS customers
• Review clients' current close documentation and consult them on best practices within the software
• Take part in prospective client calls to scope the FloQast implementation and understand client needs
• Organize the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
• Manage client progress and drive status update meetings internally
• Track client adoption and drive the optimization of their FloQast account
• Provide outstanding customer service to FloQast’s CAS customers, responding to all client’s inquiries, providing product training, establish regular Quarterly Business Reviews, and act as internal liaison between Setup/Implementation, Product, and Marketing departments
• Collaborate with Account Managers to forecast renewals, identify growth opportunities, and develop strategies to mitigate churn, ensuring customer retention, and a near-zero churn rate with existing CAS customers
• Manage customer training, education, & project management to increase product and feature adoption
• Forecast and track key account metrics and use key performance indicators (KPIs) to guide your success planning
• Develop strategic customer relationships to cultivate FloQast referenceable champions, secure positive testimonials, facilitate reference calls, and engage them in marketing initiatives
• Travel will be required up to 30%
• Any other tasks that may be assigned to help the company meet its goals

Preferred Qualifications

• CPA or related professional accounting certification
• Prior experience with FloQast or similar month-end close software will make you a seamless addition to our team
• Proven track record of managing customer escalations, setting clear expectations, and negotiating win-win solutions
• Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships
• Experience using Salesforce, Gainsight, Slack, and G-Suite, or other similar applications
• Experience working in Client Accounting Services

Benefits

• The base pay range for this position is $70,000 - $100,000
• This position is eligible for up to an annual 20% bonus, paid out quarterly in addition to base pay
• Medical, Dental, Vision, Family Forming benefits
• Life & Disability Insurance
• Unlimited Vacation
• Participation in our Employee Stock Program
• FloQast pays the majority of the premium for employees and families, and even provides 100% paid options for Medical, Dental, & Vision plans
• Competitive Compensation & Stock Options
• Professional Growth & Community - We have Employee Resource Groups, community volunteer opportunities, social events, DEI initiatives, and reimbursements for professional development relevant to your role
• Work-Life Balance - We have unlimited PTO along with a generous parental leave policy.  To top it off, we have Mental Health Days, where the company closes to allow employees to unplug, relax, and recharge (we know Zoom fatigue is a real thing!)
• Employee Choice Policy - Employees can work from home and also have the option to work in a FloQast office or maintain a hybrid work schedule