Enterprise Accounting Success Manager, Bay Area at Floqast

San Francisco, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Accounting, Finance, Technology, SaaSIndustries

Requirements

BA/BS degree in Business Administration, Accounting, Finance or relevant fields
4+ years of professional experience (inferred from context)
Previous professional accounting or audit experience
Live in the Bay Area
Ability to travel to customers in territory
Visa sponsorship not available (must be eligible to work without sponsorship)

Responsibilities

Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, IT, and Internal Audit) within largest and most complex enterprise accounts
Provide exceptional customer service, product assistance, training, and tailored, consultative solutions to help clients achieve close management and accounting operational goals
Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)
Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on enterprise clients' needs
Understand unique business needs of enterprise accounts and provide direct product feedback to Product and Engineering teams
Work with Account Management to strategize and manage client renewal process for high annual retention and strong net retention
Partner with Executive leadership to organize and execute recurring executive business reviews (via Zoom and on-site visits)
Strategize with Sales and Account Management to expand pipeline within enterprise accounts and assist in closing new business or pilots
Collaborate with Professional Services to ensure smooth onboarding and ongoing success for clients
Develop deep product expertise and stay up-to-date on latest features and functionality
Plan and lead in-person client meetings to expand footprint, foster end-user adoption, and mitigate churn
Create and execute comprehensive strategic plans for each customer, including goals, timelines, expansion blueprint, engagement tactics, product requests/challenges, and status updates
Assess and prescribe appropriate meeting cadences with key players on client’s finance team to understand challenges and adoption
Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOss)
Act as additional support/back-up for new hires, including customer calls, trainings, weekly onboarding syncs, panel interviews, and customer escalations
Undertake any other tasks assigned to help the company meet its goals

Skills

Key technologies and capabilities for this role

AccountingAuditCustomer SuccessClose ManagementQuarterly Business ReviewsQBRsAccount ManagementStakeholder ManagementProduct TrainingCross-Functional Collaboration

Questions & Answers

Common questions about this position

Is this role remote, and what are the location requirements?

This role is remote, but candidates must live in the Bay Area and will require travel to customers in territory.

What previous experience is beneficial for this role?

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

What is the salary or compensation for this position?

This information is not specified in the job description.

What does the Customer Success team focus on?

The Accounting Success Management team focuses on maintaining high levels of satisfaction and engagement among enterprise customers to ensure their long-term success with the Close Management solution.

What makes a strong candidate for this Enterprise Accounting Success Manager role?

A strong candidate has previous professional accounting or audit experience and can cultivate relationships with key stakeholders like Controllers, CFOs, and IT while driving customer engagement and product adoption.

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

Benefits

Unlimited PTO

Company-Wide Social Events

Cold Brew/Nitro On Tap

Generous Paid Parental Leave

Competitive Compensation

401k (No Matching)

Unlimited Snacks and Drinks

Family Forming Support, Benefits & Reimbursement

Pet Care Discount Program

Stock Options

Education Reimbursement

Medical, Dental, Vision (100% paid)

Charitable Donation Matching

Risks

Increased competition from fintech startups could erode FloQast's market share.

Economic downturns in EMEA and APAC may impact FloQast's expansion and revenue growth.

Data privacy concerns in new markets could challenge FloQast's global expansion strategy.

Differentiation

FloQast integrates seamlessly with major ERP systems like QuickBooks and SAP.

The platform offers built-in flux analysis for identifying significant financial data changes.

FloQast's ease of implementation sets it apart from lengthy traditional software setups.

Upsides

FloQast's global expansion is bolstered by new executive appointments in EMEA and APAC.

Recognition as a fastest-growing company enhances FloQast's market credibility and visibility.

The subscription model ensures a steady revenue stream and continuous software updates.

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