Accounting Technology Consultant, West Coast

We are seeking an Accounting Technology Consultant to join our expanding product team, ensuring successful onboarding of customers to our SaaS accounting solution. This role is ideal for driven individuals with an accounting background who are eager to step into a hands-on consulting position. Our team is made up of former accountants and CPAs who use their expertise to help accounting teams across industries streamline and automate their processes. You'll work closely with a dedicated, collaborative team to deliver impactful solutions directly to customers. With a high level of ownership over customer success, your contributions will directly shape the future of FloQast. If you're looking to apply your accounting knowledge in a customer-focused role, helping clients succeed and adding value every day, this is the opportunity for you.
*Visa sponsorship is NOT available at this time

What You'll Do:

• 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

What You'll Bring:

• 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

Nice-To-Haves:

• CPA and/or public accounting experience is a bonus but not required
• Strong client-facing experience preferred

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The base pay range for this position is $80,000 - $110,000.  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, 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.
About FloQast:FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
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 IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways