The Role
Manage relationships with mid-market accounting stakeholders, drive product adoption and engagement, deliver consultative training and QBRs, collaborate cross-functionally, support renewals and expansion, and develop strategic account plans to maximize retention and growth.
Summary Generated by Built In
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
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.
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About FloQast:
FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.
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 2025, 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)
- Built In’s Best Place to Work in Los Angeles 7 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.
Link to FloQast Recruiting AI Usage Policy
Skills Required
- BA/BS degree in Business Administration, Accounting, Finance or relevant field
- At least 2 years of accounting experience
- Thorough knowledge of basic accounting procedures and principles
- Experience working with cross-functional teams
- Proven ability to manage multiple projects, meet deadlines, and strong attention to detail
- Ability to think analytically and apply problem solving skills
- Strong listening, presentation, verbal and written communication skills
- Ability to travel up to 30%
- Work in office 3 days per week (hybrid)
- Experience in a customer-facing role
- CPA or related professional accounting certification
- Prior experience with FloQast or other close management tools
What the Team is Saying
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Software Engineer I
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President and CRO
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FloQast Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is presented as comprehensive, with multiple medical plan options (some fully employer‑paid) alongside employer‑paid life and disability and access to therapy. Dental and vision are often described as fully covered, adding tangible value to total rewards.
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Parental & Family Support — Family‑forming support and paid parental leave (e.g., 16 weeks for birthing parents and 12 weeks for non‑birthing) are highlighted, plus a subsidized SNOO bassinet. These offerings provide meaningful support for growing families.
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Leave & Time Off Breadth — Unlimited PTO combined with company‑wide Catch‑Up Days and generous sick time creates additional recharge opportunities. Time‑off policies are emphasized across job materials and benefits overviews.
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The Company
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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FloQast Teams
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About our Teams
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
Typical time on-site:
None
