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Enterprise Accounting Success Manager
FloQast. Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.
Posted 5/8/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $96,000 - $154,000 per yearWebsite
Tech Stack
Tools & technologiesAssembly
About the role
Key responsibilities & impact- Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.
- Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities.
- Possess deep product expertise, communicating latest relevant product releases and upcoming roadmap enhancements to customers.
- Actively collaborate with relevant internal partners (Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, Marketing) sharing insights based on the specific needs of your clients.
- Build and nurture robust long-term relationships with key stakeholders within your book of business. This includes establishing Business Reviews alongside Account Management and Account Executive counterparts.
- Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion.
- Act as the voice of the customer to understand to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers.
- Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts.
- Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.
- Cultivates customer advocates at both the product and user level.
- Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).
- Mentor new ASM team members through shadowing, informal coaching, and knowledge sharing.
- Undertake any other tasks that may be assigned to help the company meet its goals.
Requirements
What you’ll need- 5+ years of experience in accounting, consulting, audit, accounting advisory, or equivalent experience in a customer success role
- BA/BS degree in Business Administration, Accounting, Finance or relevant fields
- Experience working with/for enterprise companies
- Strong accounting fundamentals with hands-on experience across close, reconciliation, and financial reporting processes
- Strong organizational skills with the ability to prioritize effectively across competing demands
- Clear and confident communication skills with both accounting and non-accounting stakeholders
- A high level of ownership and accountability for execution quality and customer experience
- Ability to travel up to 30%
Benefits
Comp & perks- Medical, Dental, Vision, Family Forming benefits
- Life & Disability Insurance
- Unlimited Vacation
- Participation in our Employee Stock Program
- Annual 15% bonus, paid out quarterly
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingconsultingauditfinancial reportingreconciliationcustomer successproduct adoptionchurn analysisnet revenue retentionstrategic thinking
Soft Skills
customer servicecommunicationorganizational skillsrelationship buildingmentoringcollaborationownershipaccountabilityproblem-solvingprioritization