Accounting Success Manager, Client Accounting Services

The Accounting Success Manager, Client Accounting Services will be a part of a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution, with an emphasis on the Client Accounting Services industry. 
Once onboarded, this role helps to maintain high levels of satisfaction and engagement among our customers to ensure their long-term success with the application. Having previous experience as an Accounting Professional helps to build instant rapport with our customer base by utilizing the skills you have learned to ensure optimal success on our software. 
If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you. 
FloQast is headquartered in Los Angeles, CA and we are open to US Based Remote candidates.
*Visa sponsorship is NOT available at this time

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
• Taking part in prospective client calls to scope the FloQast implementation and understand client needs
• Organizing the client close checklist 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, establish regular Quarterly Business Reviews, and act as internal liaison between Setup/Implementation, Product, and Marketing departments. 
• Collaborate with Account Managers to forecast renewals, identify growth opportunities, and develop strategies to mitigate churn, ensuring customer 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.
• Develop strategic customer relationships to cultivate FloQast referenceable champions, secure positive testimonials, facilitate reference calls, and engage them in marketing initiatives.
• 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.
• 4+ 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
• High attention to detail and ability to organize a high volume book of business along with occasional strategic projects

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.

#LI-Remote#LI-LB1#BI-Remote

The base pay range for this position is $70,000 - $100,000.   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, Unlimited Vacation, and participation in our Employee Stock Program. 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