Accounting Operations Specialist
1 month ago
Are you a seasoned accounting professional looking for a new challenge? Do you have a passion for technology and a desire to help customers succeed? We're seeking an Accounting Success Manager to join our team at FloQast, a leading provider of accounting software.
Key Responsibilities:- Partner with customers to leverage our product, training, and strategic guidance to drive customer success.
- Achieve measurable improvements in customers' close and accounting operations within your Book of Business.
- Own the overall post-launch relationship with a diverse portfolio of FloQast customers, including identifying expansion opportunities.
- Develop a trusted advisory relationship with your customers, ensuring all activities are closely aligned with your customer's business and departmental goals, strategy, and needs.
- Be an advocate and liaison between customers and internal cross-functional teams to influence positive, mutual change for our customers and our business.
- Conduct strategic quarterly/monthly business reviews to uncover customer pain points, assess product utilization, and align our solutions with their evolving goals.
- Collaborate with Account Managers to forecast renewals, identify upsell opportunities, and develop strategies to mitigate churn, ensuring customer retention, and a near-zero churn rate.
- Manage customer training, education, & project management to increase adoption of new products and features.
- Forecast and track key account metrics and use key performance indicators (KPIs) to guide your success planning.
- Assist with high severity customer requests or delegate escalations as needed.
- Foster customer relationships to facilitate marketing activities, new business references, & repeat clients.
- BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
- Minimum 3-5 years industry accounting experience, with consistent involvement across a variety of functional areas in the month-end close process.
- Ability to interact with customer teams at various levels of technical and non-technical depth.
- Proven ability to manage multiple projects; meeting deadlines and strong attention to detail.
- Excellent professional presentation skills–a story-teller who knows how to add credibility through use of data.
- Excellent verbal and written communication skills.
- Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day.
- Self-starter, ability to work in a fast-paced team environment.
- Experience using SalesForce, Gainsight, Slack and G-suite.
- CA and/or public accounting experience.
- Prior user of either FloQast and/or other month end close software.
- Experience at a SAAS company.
- Proven track record of managing customer escalations, setting customer expectations, and negotiating successful resolutions.
- Proven experience working directly with customers, ensuring customer satisfaction, adoption, and retention.
We offer a competitive compensation package, including stock options, and a benefits package that includes a pension scheme, family forming assistance, a health benefit stipend, 20 days of paid annual leave, company-paid parental leave, and quarterly mental wellness days. Our office is conveniently located in the central business district, and we regularly organize both local and virtual team social events to keep you connected with our global colleagues.
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