FloQast · 7 hours ago
Accounting Success Manager
New York, NY
Full-time
Hybrid
Entry, Mid Level
$68K/yr - $106K/yr
2+ years expFloQast is the leading Accounting Transformation Platform in accounting workflow automation. The Accounting Success Manager I will support mid-market customers in their Close Management solution, ensuring high levels of satisfaction and engagement to maximize adoption and enhance the overall customer experience.
AccountingB2BEnterprise SoftwareSaaS
No H1B
Responsibilities
Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, and IT) within our mid-market accounts
Deliver Consultative Solutions: Provide great 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
Drive Engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)
Collaborate Cross-Functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your clients
Advocate for Clients: Understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction
Manage Renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter
Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within your accounts and assist in closing new business or pilots
Ensure Seamless Onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients
Become a Product Expert: Develop deep product expertise, staying up-to-date on the latest features and functionality
Lead Strategic Meetings: Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn
Develop Account Strategies: Create and execute a comprehensive strategic plan for each customer. This plan will outline all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and your tactics for engaging the entire user base. These plans will also include documented product requests/challenges and their status updates
Track Key Metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs)
Contribute to Team Goals: Undertake any other tasks that may be assigned to help the company meet its goals
Qualification
Required
BA/BS degree in Business Administration, Accounting, Finance or relevant fields
At least 2 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%
Preferred
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
Benefits
Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation
Company
FloQast
FloQast is a financial close management software designed to streamline the month-end close process for accounting teams.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$302.85MKey Investors
ICONIQ GrowthMeritech Capital PartnersNorwest
2024-04-10Series E· $100M
2021-07-21Series D· $110M
2020-01-21Series C· $40M
Leadership Team
Mike Whitmire
Co-Founder and CEO
Cullen Zandstra
Co-Founder & CTO
Recent News
The European Financial Review
2026-01-20
2026-01-06
Company data provided by crunchbase