Accounting Success Manager, Bay Area

The Accounting Success Manager I will be joining a growing Customer Success team to help support the mid-market 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 mid-market 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 live in the Bay Area and will require travel to customers in territory.

*Visa sponsorship is NOT available at this time

• 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.

• BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
• At least 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%

• 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

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The base pay range for this position is $68,000 - $106,000.   This position is eligible for up to an annual 20% bonus, paid out quarterly in addition to base pay.Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

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 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 Authentic 

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways

FloQast is regularly rated as a Best Place to Work!

- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021

- Best 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.