Accounting Success Manager, Client Accounting Services

The Accounting Success Manager, CAS will be a part of a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution, with an emphasis on the Client Accounting Services industry.

Once onboarded, this role helps to maintain high levels of satisfaction and engagement among our customers to ensure their long-term success with the application. Having previous experience as an Accounting Professional helps to build instant rapport with our customer base by utilizing the skills you have learned to ensure optimal success on our software.

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 role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.

*Visa sponsorship is NOT available at this time

What You'll Do::
• Leading client launch calls and giving clients an overview of the FloQast implementation process and timeline for our CAS customers

• Reviewing clients' current close documentation and consulting them on best practices within the software

• Design and configure solutions that align with customer needs while adhering to platform standards and best practices

• Manage and execute implementation timelines, milestones, and deliverables across multiple concurrent customers

• Taking part in client calls to scope the FloQast implementation and understand client needs

• Organizing the client close checklist and reconciliations into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account

• Managing client progress and driving status update meetings internally

• Tracking client adoption and driving the optimization of their FloQast account

• Provide outstanding customer service to FloQast’s CAS customers, responding to all client’s inquiries, providing product training, and act as internal liaison between Setup/Implementation, Product, and Marketing departments.

• Collaborate with the CAS ASM team and ASM Leadership to forecast risk, identify growth opportunities, and develop strategies to mitigate churn, ensuring customer satisfaction and retention, and a near-zero churn rate with existing CAS customers.

• Manage customer training, education, & project management to increase product and feature adoption.

• Forecast and track key account metrics and use key performance indicators (KPIs) to guide your success planning.

• Travel will be required up to 30%.

• Any other tasks that may be assigned to help the company meet its goals.

What You'll Bring::
• BA/BS degree in Business Administration, Accounting, Finance or relevant fields.

• 1+ years of private or public accounting experience required

• BS degree in Accounting, Finance or related field

• Thorough knowledge of basic accounting procedures and principles

• Ability to interact with client teams at various levels of technical and non-technical depth

• Proven ability to manage multiple projects at a time while paying strict attention to detail

• Excellent listening and presentation skills

• Excellent verbal and written communication skills

Nice-to-haves::
• CPA or related professional accounting certification.

• Prior experience with FloQast or similar month-end close software will make you a seamless addition to our team.

• Proven track record of managing customer escalations, setting clear expectations, and negotiating win-win solutions.

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

• Experience using Salesforce, Gainsight, Slack, and G-Suite, or other similar applications

• Experience working in Client Accounting Services.

The base pay range for this position is $68,000 - $106,000. This position is eligible for up to an annual 20% bonus, paid out quarterly 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 Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

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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!

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.

Link to FloQast Recruiting AI Usage Policy