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Posted 4 months ago
Requirements and responsibilities
Job DescriptionThe Enterprise Accounting Success Manager will be joining a growing Customer Success team to help support the Enterprise customer base in our Close Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long-term success with the solution. Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our enterprise customer base by addressing accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients entire customer experience.This role is remote, but candidates must be located in the Bay Area and will require travel to customers in territory.Visa sponsorship is NOT available at this timeWhat You'll Do:Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders including Controllers, Accounting Managers, CFOs, Business Systems and Operations, IT, and Internal Audit within our largest and most complex enterprise accounts.Deliver Consultative Solutions: Provide exceptional 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 and Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your enterprise clients.Advocate for Clients: Understand the unique business needs of your enterprise accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.Manage Renewals: Work 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.Orchestrate Executive Engagement: Partner with Executive leadership to organize and execute recurring executive business reviews via Zoom and on-site visits where expansion opportunities or risks exist.Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within enterprise 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, outlining goals, timelines, expansion blueprints, and engagement tactics for all modules.Optimize Engagement Cadence: Assess and prescribe appropriate meeting cadences with all key players on a client finance team to understand challenges and adoption.Track Key Metrics: Forecast and track key account metrics such as quarterly sales results and net retention.Provide Team Support: Act as additional support for new hires, including customer calls, trainings, onboarding, interviews, and escalations.Contribute to Team Goals: Undertake other tasks as needed to help the company meet its goals.What You'll Bring:BA/BS degree in Business Administration, Accounting, Finance or relevant fields.5+ years of private or public accounting experience requiredExperience in a customer facing roleThorough knowledge of basic accounting procedures and principlesExperience working with public or large private companiesAbility to effectively interact with client teams at various levels of technical and non-technical depthExperience working with cross-functional teamsProven ability to manage multiple projects, meet deadlines and maintain strong attention to detailAbility to think analytically and apply problem solving skills to scenarios throughout the course of the work dayExcellent listening and presentation skillsExcellent verbal and written communication skillsAbility to travel up to 30%Nice-to-haves:Prior Customer Success or Account Management experienceCPA or related professional accounting certificationPrior experience with FloQast or other close management toolsPassionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationshipsClosingBase pay range and benefits: The base pay range is $96,000 - $144,000 and includes up to a 15% annual bonus, paid quarterly in addition to base pay. FloQast offers comprehensive benefits including medical, dental, vision, life and disability insurance, unlimited vacation, and participation in our employee stock program. FloQast reserves the right to amend pay ranges and benefits offerings at any time. This pay range reflects the terms as of the posting date and may be updated.About 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 Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to elevate the accounting profession, improving practice and perception.Our valuesUnwaveringly 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 2021; LA Business Journal Best Places to Work since 2017; Built In Best Place to Work in Los Angeles 6 years in a row.If this aligns with what you are looking for, apply to join our growing team.FloQast is an equal opportunity employer and embraces diversity.
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