What You'll Do:
- Build and cultivate strong, strategic long term relationships with key stakeholders (Controller, Internal Audit, IT) at our enterprise accounts in the territory.
- Provide outstanding customer service, product assistance, trainings, and tailored, consultative solutions to our customer’s compliance management goals within an assigned book of business
- Plan and lead client meetings in an effort to expand the FQ footprint, foster end user adoption, and mitigate churn for compliance management.
- Collaboratively run Quarterly Business Reviews with your Account Management and Close ASM counterparts on accounts.
- Become a deep product expert, staying up to date on the latest FloQast features and functionality for the Compliance Management solution.
- Collaborate cross functionally with Product/Engineering, Sales, Execs, and Professional Services, providing insights based on enterprise client segment needs.
- Understand unique business needs of enterprise accounts and provide product feedback directly to Product and Engineering teams to achieve customer satisfaction.
- Work in partnership with Account Management to strategize and manage the client renewal process to maintain a high annual retention rate and high net retention rate quarter over quarter
- Strategize with Sales and Account Management to grow the compliance expansion pipeline of enterprise segment accounts and assist in closing new business and/or pilots.
- Work closely with Professional Services to ensure a seamless onboarding experience and ongoing success for clients with the compliance solution.
- Maintains role as individual contributor while people managing Compliance ASMs
- Run weekly 1:1s with Compliance ASMs focusing on customer adoption and module engagement
- Act as additional support/back-up for direct reports including customer calls, trainings, weekly syncs, and customer escalations
- Review calls and coach Compliance ASMs on ASM Best Practices
- Attend ASM Leadership meetings and take an active role in process improvement conversations and effectively communicate changes to Compliance team members
- Be involved in the Compliance Accounting Success interview process and onboarding, as well as suggest and make recommendations to improve processes
- Travel will be required up to 30%
What You'll Bring:
- BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
- 5+ years of private or public accounting experience required
- Experience in External Audit, Internal Audit or Risk Advisory preferred
- Previous experience in managing and developing direct reports required
- Experience with Sarbanes-Oxley Controls (SOX), Information Technology General Controls (ITGCs) or other regulatory frameworks
- Demonstrate understanding of business processes, regulatory requirements, and internal controls
- 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
- Excellent listening and presentation skills
- Excellent verbal and written communication skills
Nice-to-haves:
- CPA or related professional accounting certification.
- Prior experience with FloQast, Workiva or AuditBoard’s Compliance Management tools will make you a seamless addition to our team
- Strong client-facing experience preferred
- Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships
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What We Do
By automating and streamlining common accounting workflows to make them more efficient, FloQast is where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
Our cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Twilio, Gong, Instacart, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
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