FloQast

Accounting Success Manager

Reposted 5 Hours Ago

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Los Angeles CA USA

Hybrid

68K-106K Annually

Junior

Artificial Intelligence • Fintech • Software

The First Accounting Transformation Platform Powered by AI Agent

The Role

Manage relationships with mid-market accounting stakeholders drive product adoption and engagement deliver consultative training and QBRs collaborate cross-functionally support renewals and expansion and develop strategic account plans to maximize retention and growth.

Summary Generated by Built In

The Accounting Success Manager I will help support the SMB and Mid-Market customer base in our Close Management solution. The Accounting Success Management team operates as strategic advisors who leverage their deep product knowledge to close adoption gaps resolve complex challenges and push long-term customer value to drive net revenue growth.

Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our customer base by addressing accounting specific questions scenarios or other elements during the post implementation phase to maximize adoption and enhance our client’s entire customer experience.

This role has a requirement of working in office 3 days per week which may be subject to change based on team and business needs as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.

*Visa sponsorship is NOT available at this time

What You'll Do:

Provide great customer service product assistance training and consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.
Identify opportunities to increase product adoption and account optimization across the platform to ensure a strong customer retention rate.
Develop product expertise staying up-to-date on the latest features and functionality.
Collaborate effectively with immediate internal partners (Account Management Implementation Support Product/Engineering) sharing insights based on the specific needs of your clients.
Build long-term relationships with key stakeholders within your book of business. This includes establishing Quarterly Business Reviews (QBRs) alongside Account Management counterparts.
Plan and lead virtual and in-person client meetings in partnership with Account Management to expand our footprint foster end-user adoption and mitigate churn.
Act as the voice of the customer to understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.
Work in partnership with Account Management to maintain a strong gross retention rate of your renewals and expand the pipeline within your accounts.
Applies basic problem-solving by understanding immediate client issues and following established remediation steps
Forecast and track key account metrics (e.g. churn net revenue retention product adoption).

What You'll Bring:

BA/BS degree in Business Administration Accounting Finance or relevant fields.
At least 2-3 years of accounting experience required
Thorough knowledge of basic accounting procedures and principles
Experience working with cross-functional teams
Proven ability to manage multiple projects; meeting deadlines and strong attention to detail
Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day
Strong listening and presentation skills
Strong verbal and written communication skills
Ability to travel up to 30%

Nice-to-haves:

Experience in a customer facing role
CPA or related professional accounting certification.
Prior experience with FloQast or other close management tools will make you a seamless addition to our team
Passionate about ensuring customer satisfaction driving adoption and fostering long-term customer relationships

The base pay range for this position is $68000 - $106000. 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 and Unlimited Vacation. 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.

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About FloQast:

FloQast is the leading AI-powered Accounting Transformation Platform uniquely built by former accountants for accountants. We automate complex recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3500 world-class accounting teams including Lululemon Doordash and the MLB to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession FloQast is redefining both the practice and the perception of accounting on a global scale.

Our values act as a guiding compass shaping every decision we make and are non-negotiable particularly in our hiring process. Alongside our employees partners and customers we embody these values every day:

Unwaveringly Authentic

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways

FloQast is regularly rated as a Best Place to Work!

- Inc. Magazine’s Best Workplaces in 2025 2024 2023 2022 and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)

- Built In’s Best Place to Work in Los Angeles 7 years in a row!

Because we are Customer Obsessed in All Ways check out what our customers have to say about FloQast on G2 Crowd.

If this aligns closely with what you are looking for hit “Apply” and come join our growing team!

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.

Link to FloQast Recruiting AI Usage Policy

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The Company

HQ: Los Angeles CA

800 Employees

Year Founded: 2013

What We Do

By automating and streamlining common accounting workflows to make them more efficient FloQast is where accounting teams want to work so they can focus on what matters most even when that’s just logging off on time. Whether automating reconciliations documentation requests or streamlining recurring accounting processes such as the month-end close financial reporting or payroll FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.

Why Work With Us

Our cloud-based AI-enhanced software is trusted by more than 3000 accounting teams including those at Twilio Gong Instacart and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.