Accounting Success Manager Client Accounting Services

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
• Design and configure solutions that align with customer needs while adhering to platform standards and best practices
• Manage and execute implementation timelines milestones and deliverables across multiple concurrent customers
• Taking part in client calls to scope the FloQast implementation and understand client needs
• Organizing the client close checklist and reconciliations 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 and act as internal liaison between Setup/Implementation Product and Marketing departments.
• Collaborate with the CAS ASM team and ASM Leadership to forecast risk identify growth opportunities and develop strategies to mitigate churn ensuring customer satisfaction and 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.
• 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.
• 1+ 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

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.

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.

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