Accounting Success Manager, Client Accounting Services

The Accounting Success Manager I will help support the SMB and Mid-Market customer base in our Close Management solution. The Accounting Success Management team operates as strategic advisors who leverage their deep product knowledge to close adoption gaps, resolve complex challenges, and push long-term customer value to drive net revenue growth.   Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our customer base by addressing accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our client’s entire customer experience.    This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.    *Visa sponsorship is NOT available at this time What You'll Do:

Leading client launch calls and giving clients an overview of the FloQast implementation process and timeline for our CAS customers

Reviewing clients' current close documentation and consulting them on best practices within the software

Design and configure solutions that align with customer needs while adhering to platform standards and best practices

Manage and execute implementation timelines, milestones, and deliverables across multiple concurrent customers

Taking part in client calls to scope the FloQast implementation and understand client needs

Organizing the client close checklist and reconciliations into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account

Managing client progress and driving status update meetings internally

Tracking client adoption and driving the optimization of their FloQast account

Provide outstanding customer service to FloQast’s CAS customers, responding to all client’s inquiries, providing product training, and act as internal liaison between Setup/Implementation, Product, and Marketing departments.

Collaborate with the CAS ASM team and ASM Leadership to forecast risk, identify growth opportunities, and develop strategies to mitigate churn, ensuring customer satisfaction and retention, and a near-zero churn rate with existing CAS customers.

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.

Travel will be required up to 30%.

Any other tasks that may be assigned to help the company meet its goals.

What You'll Bring:

BA/BS degree in Business Administration, Accounting, Finance or relevant fields.

1+ years of private or public accounting experience required

BS degree in Accounting, Finance or related field

Thorough knowledge of basic accounting procedures and principles

Ability to interact with client teams at various levels of technical and non-technical depth

Proven ability to manage multiple projects at a time while paying strict attention to detail

Excellent listening and presentation skills

Excellent verbal and written communication skills

Nice-to-haves:

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.

Experience using Salesforce, Gainsight, Slack, and G-Suite, or other similar applications

Experience working in Client Accounting Services.