Accounting Success Manager, Client Accounting Services

The Accounting Success Manager, Client Accounting Services will be a part of a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution, with an emphasis on the Client Accounting Services industry. 

Once onboarded, this role helps to maintain high levels of satisfaction and engagement among our customers to ensure their long-term success with the application. Having previous experience as an Accounting Professional helps to build instant rapport with our customer base by utilizing the skills you have learned to ensure optimal success on our software. 

If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you. 

FloQast is headquartered in Los Angeles, CA and we are open to US Based Remote candidates.

*Visa sponsorship is NOT available at this time

What You'll Do:

• Leading client launch calls and giving clients an overview of the FloQast implementation process and timeline for our CAS customers
• Reviewing clients' current close documentation and consulting them on best practices within the software
• Taking part in prospective client calls to scope the FloQast implementation and understand client needs
• Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
• Managing client progress and driving status update meetings internally
• Tracking client adoption and driving 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.

What You'll Bring:

• 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

Nice-to-haves:

• 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.

#LI-Remote

#LI-LB1

#BI-Remote

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. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

About FloQast www.floqast.com

FloQast is the leader in accounting workflow automation created by accountants for accountants. By automating and modernizing everyday accounting workflows, FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.

Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.

Unwaveringly Authentic 

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways

Here’s Why You Should Apply:

Amazing Benefits - 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

FloQast is regularly rated as a Best Place to Work!

- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 7 years!)

- Built In’s ​​Best Place to Work in Los Angeles 5 years in a row!

Professional Growth & Community - We believe community extends through and beyond the office. 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. 

Our customers love us! See for yourself on G2 Crowd. 

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.