FloQast
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Enterprise Accounting Success Manager
role at
FloQast .
The Enterprise Accounting Success Manager will be joining a growing Customer Success team to help support the Enterprise customer base in our Close Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long‑term success with the solution.
Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our enterprise customer base by addressing accounting specific questions, scenarios, or other elements during the post‑implementation phase to maximize adoption and enhance our clients' entire customer experience.
Remote work and office requirement : This role requires working in office 3 days per week, which may be subject to change based on team and business needs. Please note that this requirement is subject to ongoing review and may be adjusted in the future.
Visa sponsorship : Not available at this time.
Responsibilities
Build and nurture robust, long‑term relationships with key stakeholders within our largest and most complex enterprise accounts.
Provide exceptional customer service, product assistance, training, and tailored consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.
Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs).
Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on specific client needs.
Advocate for clients by understanding their unique business needs and providing direct product feedback to the Product and Engineering teams.
Collaborate with Account Management to strategize and manage the client renewal process for a high annual retention rate and strong net retention quarter over quarter.
Partner with Executive leadership to organize and execute recurring executive business reviews via Zoom and strategically planned on‑site visits.
Strategize with Sales and Account Management to expand the pipeline within enterprise accounts and assist in closing new business or pilots.
Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients.
Develop deep product expertise, staying up‑to‑date on the latest features and functionality.
Plan and lead in‑person client meetings to expand our footprint, foster end‑user adoption, and mitigate churn.
Create and execute a comprehensive strategic plan for each customer, outlining goals, timelines, expansion blueprint, and tactics for engaging the entire user base.
Assess and prescribe appropriate meeting cadences with key finance team members.
Forecast and track key account metrics such as quarterly sales results, NRR, and CSQOss.
Act as additional support/back‑up for new hires, including customer calls, training, onboarding syncs, panel interviews, and escalations.
Undertake any other tasks assigned to help the company meet its goals.
Qualifications
BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
5+ years of private or public accounting experience (required).
Experience in a customer‑facing role.
Thorough knowledge of basic accounting procedures and principles.
Experience working with/for public or large private companies.
Ability to effectively interact with client teams at various levels of technical and non‑technical depth.
Experience working with cross‑functional teams.
Proven ability to manage multiple projects, meet deadlines, and maintain strong attention to detail.
Analytical thinking and problem‑solving skills.
Excellent listening, presentation, verbal, and written communication skills.
Ability to travel up to 30%.
Nice‑to‑Haves
Prior Customer Success or Account Management experience with corporate and enterprise clients.
CPA or related professional accounting certification.
Prior experience with FloQast or other close management tools.
Passion for ensuring customer satisfaction, driving adoption, and fostering long‑term relationships.
Compensation and Benefits The base pay range for this position is $96,000 – $144,000. The role is eligible for up to an annual 15% bonus, paid out quarterly in addition to base pay. FloQast values Total Rewards, offering a competitive benefits package including 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.
About FloQast FloQast is the leading Accounting Transformation Platform in accounting workflow automation, created by 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 Snowflake, Twilio, Instacart, and the Golden State Warriors. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
Our Values
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
Equal Opportunity Statement 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.
#J-18808-Ljbffr
Enterprise Accounting Success Manager
role at
FloQast .
The Enterprise Accounting Success Manager will be joining a growing Customer Success team to help support the Enterprise customer base in our Close Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long‑term success with the solution.
Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our enterprise customer base by addressing accounting specific questions, scenarios, or other elements during the post‑implementation phase to maximize adoption and enhance our clients' entire customer experience.
Remote work and office requirement : This role requires working in office 3 days per week, which may be subject to change based on team and business needs. Please note that this requirement is subject to ongoing review and may be adjusted in the future.
Visa sponsorship : Not available at this time.
Responsibilities
Build and nurture robust, long‑term relationships with key stakeholders within our largest and most complex enterprise accounts.
Provide exceptional customer service, product assistance, training, and tailored consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.
Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs).
Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on specific client needs.
Advocate for clients by understanding their unique business needs and providing direct product feedback to the Product and Engineering teams.
Collaborate with Account Management to strategize and manage the client renewal process for a high annual retention rate and strong net retention quarter over quarter.
Partner with Executive leadership to organize and execute recurring executive business reviews via Zoom and strategically planned on‑site visits.
Strategize with Sales and Account Management to expand the pipeline within enterprise accounts and assist in closing new business or pilots.
Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients.
Develop deep product expertise, staying up‑to‑date on the latest features and functionality.
Plan and lead in‑person client meetings to expand our footprint, foster end‑user adoption, and mitigate churn.
Create and execute a comprehensive strategic plan for each customer, outlining goals, timelines, expansion blueprint, and tactics for engaging the entire user base.
Assess and prescribe appropriate meeting cadences with key finance team members.
Forecast and track key account metrics such as quarterly sales results, NRR, and CSQOss.
Act as additional support/back‑up for new hires, including customer calls, training, onboarding syncs, panel interviews, and escalations.
Undertake any other tasks assigned to help the company meet its goals.
Qualifications
BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
5+ years of private or public accounting experience (required).
Experience in a customer‑facing role.
Thorough knowledge of basic accounting procedures and principles.
Experience working with/for public or large private companies.
Ability to effectively interact with client teams at various levels of technical and non‑technical depth.
Experience working with cross‑functional teams.
Proven ability to manage multiple projects, meet deadlines, and maintain strong attention to detail.
Analytical thinking and problem‑solving skills.
Excellent listening, presentation, verbal, and written communication skills.
Ability to travel up to 30%.
Nice‑to‑Haves
Prior Customer Success or Account Management experience with corporate and enterprise clients.
CPA or related professional accounting certification.
Prior experience with FloQast or other close management tools.
Passion for ensuring customer satisfaction, driving adoption, and fostering long‑term relationships.
Compensation and Benefits The base pay range for this position is $96,000 – $144,000. The role is eligible for up to an annual 15% bonus, paid out quarterly in addition to base pay. FloQast values Total Rewards, offering a competitive benefits package including 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.
About FloQast FloQast is the leading Accounting Transformation Platform in accounting workflow automation, created by 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 Snowflake, Twilio, Instacart, and the Golden State Warriors. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
Our Values
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
Equal Opportunity Statement 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.
#J-18808-Ljbffr