The Accounting Technology Consultant will be joining a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution. We are looking for motivated individuals with an accounting background who are ready to transition into a consulting role. Our team consists of former accountants and CPAs who use their knowledge to help accounting teams from various industries improve their close process. If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you.

This is a remote position, but candidates MUST be based in the Bay Area.

*Visa sponsorship is NOT available at this time

What Youll Do:

Leading client kick-off calls and giving them an overview of the FloQast implementation process and timeline
Reviewing clients current close documentation and advising them on best practices within the software
Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
Establishing and maintaining client relationships mainly through phone and email communication
Managing client progress and driving status update meetings internally
Tracking client adoption and driving the optimization of their FloQast account
Maintaining a deep comprehension of the FloQast application and functionality
Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
Point person for technical product support and accounting-related questions during implementation
Travel will be required up to 25%.

What Youll Bring:

At least 2-3 years of public accounting (or equivalent) experience required
BS degree in Accounting, Finance or related field
Thorough knowledge of basic accounting procedures and principles
Highly energetic, positive and passionate team player with strong interpersonal skills and collaborative orientation
Detail oriented with strong problem-solving and decision making skills
Self-starter with a high level of initiative and follow-through
Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work
Excellent communication (written and verbal), interpersonal and consultative skills
Strong work ethic and integrity
Ability to work well under tight deadlines and respond to rapidly changing demands

Nice-To-Haves:

CPA and/or public accounting experience is a bonus but not required
Strong client-facing experience preferred

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The base pay range for this position is $80,000 - $110,000. This position may be eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Companys discretion to determine what pay is provided to a candidate within the range associated with the role.

About FloQast:

FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.

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 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)

- Built In’s Best Place to Work in Los Angeles 6 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!

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.