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
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.
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