Accounting Success Manager, Client Accounting Services

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.