Accounting Success Manager

What You'll Do

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 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 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).

What You'll Bring

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%

Nice-to-haves

Experience in a customer facing role

CPA or related professional accounting certification.

Prior experience with FloQast or other close management tools will make you a seamless addition to our team

Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships

About FloQast

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

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 2025, 2024, 2023, 2022, and 2021

Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)

Built In’s Best Place to Work in Los Angeles 7 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!

Link to FloQast Recruiting AI Usage Policy

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.