Accounting Success Manager

FloQast

. 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.

Posted 4/21/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $68,000 - $106,000 per yearWebsite

About the role

Key responsibilities & impact

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).

Requirements

What you’ll need

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%

Benefits

Comp & perks

Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingaccounting proceduresaccounting principlesproject managementdata analysiscustomer retentionproduct adoptionmetrics trackingproblem solvingforecasting

Soft Skills

customer servicecommunicationpresentationanalytical thinkingattention to detailcollaborationrelationship buildingconsultative solutionstrainingtime management

Certifications

BA/BS degree