Accounting Success Manager, Client Accounting Services

United States·Los AngelesFull-timemid

OtherAccounting

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Quick Summary

Overview

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.

Technical Tools

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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.

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

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.

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