Full-Time

Accounting Success Manager

Updated on 1/18/2025

Floqast

Floqast

501-1,000 employees

Financial close management software for accounting teams

Enterprise Software
Fintech

Compensation Overview

$70k - $100kAnnually

+ 20% Bonus

Mid, Senior

No H1B Sponsorship

Remote in USA

Must work during Central Standard Time hours.

Category
Customer Success
Customer Success & Support
Accounting
Required Skills
Data Analysis
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 provides Financial Close Management Software aimed at helping accounting teams improve the efficiency of their financial close process. This software automates tasks such as reconciliation and validation of General Ledger balances, ensuring that financial documentation is organized and easily accessible for audits. It integrates with existing ERP systems and Excel workbooks, allowing for a seamless workflow. Unlike many competitors, FloQast offers a quick implementation process, enabling clients to set up the software and train their teams within two weeks. The company operates on a subscription-based model, which allows for continuous updates and support. The main goal of FloQast is to make the financial close process more efficient, accurate, and collaborative, ultimately saving time for accounting teams to focus on more strategic tasks.

Company Stage

Series E

Total Funding

$294.6M

Headquarters

Los Angeles, California

Founded

2013

Growth & Insights
Headcount

6 month growth

1%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • FloQast's subscription model ensures a steady revenue stream with continuous updates.
  • The company is expanding globally, with new leadership in EMEA and APAC regions.
  • FloQast's recognition in the Deloitte Technology Fast 500 highlights its rapid growth.

What critics are saying

  • Increased competition from emerging fintech startups could erode FloQast's market share.
  • Potential data privacy concerns in regions with stringent regulations like the EU.
  • Economic downturns may lead to budget cuts affecting subscription renewals.

What makes Floqast unique

  • FloQast integrates seamlessly with major ERP systems like QuickBooks and SAP.
  • The platform offers built-in flux analysis for identifying significant financial data changes.
  • FloQast's cloud-based solution supports remote work environments, enhancing collaboration and efficiency.

Help us improve and share your feedback! Did you find this helpful?

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