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Posted 4 months ago
Requirements and responsibilities
What You'll Do:Leading client kick-off calls and giving them an overview of the FloQast implementation process and timelineReviewing clients' current close documentation and advising them on best practices within the softwareOrganizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast accountEstablishing and maintaining client relationships mainly through phone and email communicationManaging client progress and driving status update meetings internallyTracking client adoption and driving the optimization of their FloQast accountMaintaining a deep comprehension of the FloQast application and functionalityTraining domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end closePoint person for technical product support and accounting-related questions during implementationTravel will be required up to 15%.What You'll Bring:At least 2-3 years of public accounting (or equivalent) experience requiredBS degree in Accounting, Finance or related fieldThorough knowledge of basic accounting procedures and principlesHighly energetic, positive and passionate team player with strong interpersonal skills and collaborative orientationDetail oriented with strong problem-solving and decision making skillsSelf-starter with a high level of initiative and follow-throughStrong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize workExcellent communication (written and verbal), interpersonal and consultative skillsStrong work ethic and integrityAbility to work well under tight deadlines and respond to rapidly changing demandsNice-To-Haves:CPA and/or public accounting experience is a bonus but not requiredStrong client-facing experience preferredAbout FloQast:FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual 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 those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:Unwaveringly AuthenticAmbitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All WaysFloQast is regularly rated as a Best Place to Work!Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)Built In’s Best Place to Work in Los Angeles 6 years in a row!Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!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.Link to FloQast Recruiting AI Usage Policy
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