Accounting Success Manager

About FloQast: FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale. 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 Integrity Empowered to Grow Committed to Collaboration Customer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work! - Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021 - Best Places to Work by LA Business Journal since 2017 (that’s 9 years!) - Built In’s ​​Best Place to Work in Los Angeles 7 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy What You'll Do: Provide great customer service, product assistance, training, and consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business. Identify opportunities to increase product adoption and account optimization across the platform to ensure a strong customer retention rate. Develop product expertise, staying up-to-date on the latest features and functionality. Collaborate effectively with immediate internal partners (Account Management, Implementation, Support, Product/Engineering) sharing insights based on the specific needs of your clients. Build long-term relationships with key stakeholders within your book of business. This includes establishing Quarterly Business Reviews (QBRs) alongside Account Management counterparts. Plan and lead virtual and in-person client meetings in partnership with Account Management to expand our footprint, foster end-user adoption, and mitigate churn. Act as the voice of the customer to understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction. Work in partnership with Account Management to maintain a strong gross retention rate of your renewals and expand the pipeline within your accounts. Applies basic problem-solving by understanding immediate client issues and following established remediation steps Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption). What You'll Bring: BA/BS degree in Business Administration, Accounting, Finance or relevant fields. At least 2-3 years of accounting experience required Thorough knowledge of basic accounting procedures and principles Experience working with cross-functional teams Proven ability to manage multiple projects; meeting deadlines and strong attention to detail Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day Strong listening and presentation skills Strong verbal and written communication skills Ability to travel up to 30% Nice-to-haves: Experience in a customer facing role CPA or related professional accounting certification. Prior experience with FloQast or other close management tools will make you a seamless addition to our team Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships

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