Accounting Success Manager at Floqast

London, England, United Kingdom

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, SaaS, FinanceIndustries

Requirements

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; ACCA/CIMA related professional accounting certification; Prior experience with FloQast or other close management tools; Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships

Responsibilities

Cultivate strong relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, and IT) within mid-market accounts
Deliver consultative solutions: Provide great customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business
Drive engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)
Collaborate cross-functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your clients
Advocate for clients: Understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction
Manage renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter
Support growth initiatives: Strategize with Sales and Account Management to expand the pipeline within your accounts and assist in closing new business or pilots
Ensure seamless onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients
Become a product expert: Develop deep product expertise, staying up-to-date on the latest features and functionality
Lead strategic meetings: Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn
Develop account strategies: Create and execute a comprehensive strategic plan for each customer, outlining all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and tactics for engaging the entire user base. These plans will also include documented product requests/challenges and their status updates
Track key metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs)
Contribute to team goals: Undertake any other tasks that may be assigned to help the company meet its goals

Skills

Key technologies and capabilities for this role

AccountingAuditCustomer SuccessClose ManagementQuarterly Business ReviewsClient RenewalsProduct TrainingCross-Functional Collaboration

Questions & Answers

Common questions about this position

What previous experience is required for the Accounting Success Manager role?

Previous professional accounting or audit experience is required to build instant rapport with mid-market customers by addressing accounting-specific questions and scenarios.

What are the main responsibilities of this position?

Responsibilities include cultivating relationships with stakeholders, delivering consultative solutions and training, driving engagement through QBRs, collaborating cross-functionally, managing renewals, and tracking key metrics like NRR.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What kind of team will I be joining?

You will join a growing Customer Success team supporting the mid-market customer base for Floqast's Close Management solution, collaborating with Product/Engineering, Sales, Executive Leadership, and Professional Services.

Floqast

Financial close management software for accounting teams

About Floqast

FloQast offers Financial Close Management Software that helps accounting teams automate and streamline the financial close process at the end of a fiscal period. The cloud-based solution integrates with existing ERP systems and Excel, allowing for automated reconciliations and organized financial documentation for audits. Unlike competitors, FloQast can be fully implemented and trained within two weeks, making it easier to adopt. The company's goal is to improve the efficiency and accuracy of financial reporting, reducing the workload for accounting teams.

Los Angeles, CaliforniaHeadquarters

2013Year Founded

$294.6MTotal Funding

SERIES_ECompany Stage

Enterprise Software, FintechIndustries

501-1,000Employees