Full-Time

Accounting Success Manager

Confirmed live in the last 24 hours

Floqast

Floqast

501-1,000 employees

Financial close management software for accounting teams

Enterprise Software
Fintech

Compensation Overview

$70k - $100kAnnually

+ Annual Bonus

Mid, Senior

No H1B Sponsorship

Remote in USA

Category
Financial Accounting
Customer Success
Customer Success & Support
Accounting
Required Skills
Data Analysis

You match the following Floqast's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
  • 4+ years industry accounting experience, with consistent involvement across a variety of functional areas in the month-end close process.
  • Exceptional verbal and written communication skills with proficiency in interacting with diverse customer teams, demonstrating both technical expertise and the ability to communicate effectively with non-technical audiences.
  • Demonstrated success in managing multiple projects concurrently, consistently meeting deadlines while maintaining meticulous attention to detail.
  • Proven ability to collect, analyze, and interpret metrics and data to craft and communicate compelling narratives that enhance understanding and credibility.
  • Strong analytical thinking and problem-solving abilities, applied throughout daily tasks.
  • Self-starter who thrives in a fast-paced team environment, taking initiative while collaborating effectively with colleagues.
Responsibilities
  • Establish strong and collaborative relationships with your clients, build comprehensive understanding of each client's business and departmental needs.
  • Drive customer success by leveraging FloQast solutions, training, and strategic guidance.
  • Achieve measurable improvements in customers' close and accounting operations within your Book of Business.
  • Apply your consultative selling skills to identify strategic opportunities for expansion within their FloQast ecosystem, maximizing their value and driving account growth.
  • Leverage continuous feedback from customers and internal cross-functional teams, advocating and influencing positive change.
  • Conduct strategic quarterly/monthly business reviews to uncover customer pain points, assess product utilization, and align FloQast solutions with their evolving business needs.
  • 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.
  • 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.
Desired Qualifications
  • Professional Certification: Holding a 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.
  • Familiarity with Salesforce, Gainsight, Slack, and G-Suite will streamline your workflow and boost efficiency.
  • Experience working in a SaaS company allows you to understand the unique dynamics of our industry.

FloQast offers Financial Close Management Software that helps accounting teams automate and streamline the financial close process at the end of a fiscal period. The cloud-based solution integrates with existing ERP systems and Excel, allowing for automated reconciliations and organized financial documentation for audits. Unlike competitors, FloQast can be fully implemented and trained within two weeks, making it a quicker option for clients. The company's goal is to enhance the efficiency and accuracy of financial reporting, reducing the workload for accounting teams.

Company Size

501-1,000

Company Stage

Series E

Total Funding

$294.6M

Headquarters

Los Angeles, California

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • FloQast's integration with Xero expands its reach in the APAC region.
  • Winning the BIG Innovation Award highlights FloQast's industry leadership.
  • FloQast's consistent top ranking in G2's Grid Report boosts its market credibility.

What critics are saying

  • Emerging fintech startups could erode FloQast's market share.
  • Reliance on cloud services poses risks if disruptions or breaches occur.
  • Integration challenges with Xero could arise if platform changes are incompatible.

What makes Floqast unique

  • FloQast integrates seamlessly with major ERP systems like QuickBooks and SAP.
  • The software offers built-in flux analysis for identifying significant financial data changes.
  • FloQast's cloud-based solution allows quick implementation, typically within two weeks.

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Benefits

Unlimited PTO

Company-Wide Social Events

Cold Brew/Nitro On Tap

Generous Paid Parental Leave

Competitive Compensation

401k (No Matching)

Unlimited Snacks and Drinks

Family Forming Support, Benefits & Reimbursement

Pet Care Discount Program

Stock Options

Education Reimbursement

Medical, Dental, Vision (100% paid)

Charitable Donation Matching

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-2%
Financial Post
Feb 17th, 2025
FloQast Enhances Financial Efficiency Across APAC with Xero Integration

SYDNEY, Feb. 17, 2025 (GLOBE NEWSWIRE) - FloQast, an Accounting Transformation Platform created by accountants for accountants, today announced a direct integration with Xero, the global small business platform, for customers in the Australia-Pacific (APAC) region.

OIVietnam
Jan 16th, 2025
Blazing a Trail: FloQast Wins BIG Innovation Award for Financial Services Category

Blazing a trail: FloQast wins BIG Innovation award for financial services category.

FF News
Jan 7th, 2025
FloQast Strengthens Global Expansion With New Executive Appointment in EMEA

FloQast, an Accounting Transformation Platform created by accountants for accountants, today announced that technology industry veteran John Phillips has joined the company as General Manager, EMEA.

The Manila Times
Nov 22nd, 2024
FloQast Recognized as a Fastest-Growing Company in North America on the 2024 Deloitte Technology Fast 500(TM)

FloQast previously ranked No. 297 as a Technology Fast 500 award winner for 2023.

FloQast
Nov 18th, 2024
Looking Back: The Impact of Series E Funding on FloQast's Evolution

To support this platform, FloQast Inc. announced the launch of three new solutions.