The First Accounting Transformation Platform Powered by AI Agent
The Role
The Accounting Technology Consultant will lead client onboarding, manage relationships, and provide product support while ensuring effective use of the FloQast accounting solution.
Summary Generated by Built In
The Accounting Technology Consultant will be joining a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution. We are looking for motivated individuals with an accounting background who are ready to transition into a consulting role. Our team consists of former accountants and CPAs who use their knowledge to help accounting teams from various industries improve their close process. If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you.
*Visa sponsorship is NOT available at this time
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.
What You'll Do:
- Leading client kick-off calls and giving them an overview of the FloQast implementation process and timeline
- Reviewing clients' current close documentation and advising them on best practices within the software
- Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
- Establishing and maintaining client relationships mainly through phone and email communication
- Managing client progress and driving status update meetings internally
- Tracking client adoption and driving the optimization of their FloQast account
- Maintaining a deep comprehension of the FloQast application and functionality
- Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
- Point person for technical product support and accounting-related questions during implementation
- Travel will be required up to 15%.
What You'll Bring:
- At least 2-3 years of public accounting (or equivalent) experience required
- BS degree in Accounting, Finance or related field
- Thorough knowledge of basic accounting procedures and principles
- Highly energetic, positive and passionate team player with strong interpersonal skills and collaborative orientation
- Detail oriented with strong problem-solving and decision making skills
- Self-starter with a high level of initiative and follow-through
- Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work
- Excellent communication (written and verbal), interpersonal and consultative skills
- Strong work ethic and integrity
- Ability to work well under tight deadlines and respond to rapidly changing demands
Nice-To-Haves:
- CPA and/or public accounting experience is a bonus but not required
- Strong client-facing experience preferred
#LI-LB1
The base pay range for this position is $68,000 - $106,000. This position may be eligible for a bonus plan 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.
Link to FloQast Recruiting AI Usage Policy
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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
