Job Description

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:

Provide great customer service, product assistance, training, and consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.

Identify opportunities to increase product adoption and account optimization across the platform to ensure a strong customer retention rate.

Develop product expertise, staying up-to-date on the latest features and functionality.

Collaborate effectively with immediate internal partners (Account Management, Implementation, Support, Product/Engineering) sharing insights based on the specific needs of your clients.

Build long-term relationships with key stakeholders within your book of business. This includes establishing Quarterly Business Reviews (QBRs) alongside Account Management counterparts.

Plan and lead virtual and in-person client meetings in partnership with Account Management to expand our footprint, foster end-user adoption, and mitigate churn.

Act as the voice of the customer to understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.

Work in partnership with Account Management to maintain a strong gross retention rate of your renewals and expand the pipeline within your accounts.

Applies basic problem-solving by understanding immediate client issues and following established remediation steps

Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).

What You'll Bring:

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

At least 2-3 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%

Nice-to-haves:

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

Accounting Success Manager - FloQast

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