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FloQast

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 5/21/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $96,000 - $144,000 per yearWebsite

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 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.
  • 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.
  • Builds referenceable customers both at the product and user level.
  • Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).

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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accountingconsultingauditaccounting advisoryfinancial reportingreconciliationcustomer successproduct adoptionchurn analysisnet revenue retention
Soft Skills
customer servicestrategic thinkingcommunicationorganizational skillsrelationship buildingcollaborationownershipaccountabilityprioritizationinsight sharing