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Senior Expert Services Consultant, Key Accounts

FloQast
UKRemotefull_timeVerifiedPosted 15 Mar 2023
💰 $130,000/yr($105,000/yr$130,000/yr)

About the role

FloQast is fanatic about the success of our clients, and accounting is in our DNA. Our Expert Services team blends deep FloQast product knowledge with experience across all facets of financial transformation and process consulting. This unique combination of technical expertise empowers the Expert Services team to lead valuable client engagements, including permanent account ownership by the Key Accounts team to provide ongoing support for FloQast’s biggest clients.
*Visa sponsorship is NOT available at this time

What You'll Do:

  • Own the overall post-launch relationship with assigned customers in enterprise Book of Business
  • Collaborate with Sales and Professional Services teams to ensure successful launch and establish relationships with key executives and other stakeholders
  • Serve as primary engagement lead for assigned Expert Services client engagements, including projects:
  • Change order to application settings: Administrative changes to settings (e.g. bulk revision to entity/folder structure, due date revisions, user access, etc.)
  • Business Expansion: Create new clients/entities/workflows to account for business growth (e.g. new client additions for Outsourced Accounting firms, international expansion, PE/VC growth, upstream/downstream workflow expansion, etc. )
  • New module rollout: Lead post-optimization implementation of additional modules like ReMind, Flux, AutoRec, Controls, etc. Configure modules and deliver customer training. 
  • ERP Migrations: Implement new entities, assist in configuring new ERP and Cloud Storage integrations, and train customers on new applicable features
  • M&A engagements: Reconfigure existing entities and/or add new entities for clients that require new structure and/or stub periods after major event
  • Re-optimization projects: Lead engagements with post-optimization teams that haven’t reached optimal utilization (champion turnover, desired system redesign, etc.)
  • Lead business review meetings with assigned customers, focusing on product adoption and goal attainment
  • Establish multi-threaded relationships with customer stakeholders
  • Collaborate with Account Management team on renewal and upsell/cross-sell opportunities within Book of Business
  • Maintain high level of proficiency with all FloQast products
  • Liaise between customer and R&D on high-priority pain points/requests
  • Assist teammates with Expert Services engagements outside regular Book of Business as required
  • Any other duties as assigned to help the Support team, Customer Success department, or company at large meet its goals

What You'll Bring:

  • 5+ years of public accounting, finance, and/or related professional services FinTech experience
  • Experience owning the relationship and leading project engagements with key enterprise customers
  • Positive and enthusiastic team player with strong interpersonal skills and collaborative orientation
  • Track record of managing and growing enterprise-level accounts by establishing executive relationships, setting customer expectations, managing customer escalations, and negotiating successful resolutions
  • Ability to interact with customer teams at various levels of technical and non-technical depth
  • Ownership mentality with proven ability to manage multiple projects and meet deadlines
  • Detail-oriented with strong problem-solving and decision-making skills
  • Excellent written and verbal communication, interpersonal and consultative skills

Nice-To-Haves:

  • Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA
  • Thorough knowledge of basic accounting procedures and principles is preferred 
  • Relevant Project Management certification
  • Thorough understanding of FloQast product offering;Experience consulting in any of the following areas: IPO Readiness, Mergers and Acquisitions, Compliance/Risk Controls, Financial Transformation, System Migrations
  • Familiarity with team systems, including Gainsight, Smartsheets, Projector, Salesforce, Zendesk, Slack, Guru, Zoom, Gong, JIRA, Lattice, Skilljar, Pendo, GSuite, Showpad
  • Familiarity with FloQast third-party integration points (SFTP, ERP, Cloud Storage, SSO).
#LI-Remote#LI-SB1#BI-Remote

The base pay range for this position is $105,000-$130,000. This position may be eligible for a bonus plan 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 benefi

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Company

FloQast

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