The Accounting Technology Consultant (ATC) will join FloQast’s Professional Services organization to deliver high-quality implementations for customers adopting our accounting workflow automation platform.
This is a customer-facing consulting role responsible for owning implementation delivery from kickoff through go-live. Our ATC’s partner directly with accounting and finance teams to understand their close processes, design effective system configurations, and ensure customers realize value quickly and confidently.
The role requires strong accounting fundamentals, excellent communication and organizational skills, and the ability to manage multiple customer engagements simultaneously. ATC’s are accountable for execution quality, customer experience, and on-time delivery, with a direct impact on customer satisfaction and long-term success with FloQast.
What You'll Do:
- Own end-to-end customer implementations, serving as the primary delivery point of contact from kickoff through go-live
- Lead structured discovery to understand customer accounting workflows, close processes, and implementation goals
- Design and configure solutions that align with customer needs while adhering to platform standards and best practices
- Plan, manage, and execute implementation timelines, milestones, and deliverables across multiple concurrent customers
- Proactively manage risks, dependencies, and scope to keep implementations on track
- Lead customer working sessions and walkthroughs with confidence and professionalism
- Communicate clearly and consistently with customers, setting expectations and driving accountability
- Document configurations, decisions, and outcomes to support internal handoffs and long-term customer success
- Partner cross-functionally with internal teams as needed to resolve issues and ensure a high-quality delivery experience
- Support post go-live stabilization and early adoption efforts to ensure customers realize value quickly
- Travel up to 15%
What You'll Bring:
- At least 2-3 years of experience in accounting, audit, advisory, accounting systems, or a client-facing consulting role
- Bachelor’s degree in Accounting, Finance, or a related field
- Strong understanding of accounting and close processes
- Experience managing client-facing workstreams or projects
- Excellent written and verbal communication skills
- Strong organizational skills and attention to detail
- Ability to manage multiple customer engagements simultaneously
- Comfort leading customer discussions and making configuration decisions
- High level of ownership, accountability, and follow-through
- Ability to learn new systems and workflows quickly
Nice-To-Haves:
- Experience in a consulting role, particularly within a SaaS environment
- CPA or related professional accounting certification
Top Skills
What the Team is Saying
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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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Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
