Job Description
- Leading client kick-off calls and giving them an overview of the FloQast implementation process and timeline
- Reviewing clients' current close documentation and advising them on best practices within the software
- Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
- Establishing and maintaining client relationships mainly through phone and email communication
- Managing client progress and driving status update meetings internally
- Tracking client adoption and driving the optimization of their FloQast account
- Maintaining a deep comprehension of the FloQast application and functionality
- Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
- Point person for technical product support and accounting-related questions during implementation
- At least 2-3 years of public accounting (or equivalent) experience required
- BS degree in Accounting, Finance or related field
- Thorough knowledge of basic accounting procedures and principles
- Highly energetic, positive and passionate team player with strong interpersonal skills and collaborative orientation
- Detail oriented with strong problem-solving and decision making skills
- Self-starter with a high level of initiative and follow-through
- Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work
- Excellent communication (written and verbal), interpersonal and consultative skills
- Strong work ethic and integrity
- Ability to work well under tight deadlines and respond to rapidly changing demands
- CPA and/or public accounting experience is a bonus but not required
- Strong client-facing experience preferred
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Date Posted
12/03/2024
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