Manager, Accounting Success
United States
Customer Success – Accounting Success Management /
Remote
FloQast is a fast growing fintech B2B SaaS company with a customer centric culture. The ideal candidate knows the in’s and out’s of the accounting industry with first hand experience to relate to our customers. This is the perfect position for you if you spend a lot of time thinking about the intersection of technology and human interaction and how it can drive the best customer experience. A Manager, Accounting Success, at FloQast helps oversee a team of Accounting Success Managers focused on delivering great customer outcomes within a target segment.
This is a remote position, open to eligible candidates anywhere in the US.
*Visa sponsorship is NOT available at this time
What You'll Do:
- Run, recruit, train, inspire and develop your team to be a high performing one that delivers a great customer experience.
- Partner with key internal stakeholders across Sales, Professional Services, Customer Success Operations, and Product departments.
- Drive the collection, aggregation, interpretation, and reporting of organizational performance metrics (NRR, churn mitigation) to guide strategic business decisions.
- Hold weekly 1:1s with direct reports to assist with adoption strategy, churn mitigation, and client escalations. Perform quarterly performance assessments and annual reviews.
- Assist ASMs on customer calls and coach them through the customer journey and playbook through real-practice, role plays, and the review of Gong recordings.
- Collaborate on change management and process improvement initiatives.
- Ensure all relevant systems are leveraged and maintained and that processes are being followed by all ASMs.
- Identify areas of professional development and maintain a custom curriculum for the team’s continuous advancement.
- Monitor team’s at-risk customers through usage, reporting and analytics and take appropriate actions to manage and/or escalate to an efficient resolution. Own the net retention and health of the T3’s book of business as well as provide detailed and accurate renewal/upsell forecasts to the ASMs and upwards to leadership.
- Partner with other CS Managers and the CS leadership team to drive business cadence, measure and track critical initiatives, and assist in the preparation of content for executive discussions.
- Use data to assist all ASM teams in determining strategic direction, including the timing of customers touchpoints to drive effective product adoption.
- Any other projects as assigned to help the Company meet its goals.
What You’ll Bring:
- Minimum of 4 years experience in accounting at a managerial level.
- Highly preferred any experience in a Customer Success organization at a SaaS company OR the desire to pivot into the customer success realm.
- Must have proven experience as manager or team leader.
- Ability to interact with client teams at various levels of technical and non-technical depth.
- Proven track record of managing customer escalations, balancing customer expectations and negotiating successful resolutions.
- Highly preferred experience using Salesforce and Gainsight, or other usage data based applications such as Pendo, Gong, Hubspot, Pardot etc.
- 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.
- BA/BS degree in Business Administration, Accounting, or relevant fields preferred.
#LI-Remote
#LI-SB1
#BI-Remote
The base pay range for this position is $120,000-$150,000 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, Unlimited Vacation, and participation in our Employee Stock Program. 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.
About FloQast www.floqast.com
FloQast is the leader in accounting workflow automation created by accountants for accountants. By automating and modernizing everyday accounting workflows, FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
Here’s Why You Should Apply:
Amazing Benefits - FloQast pays 100% of the premium for employees and families for most Medical, Dental, & Vision plans.
Competitive Compensation & Stock Options
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 6 years!)
- Built In’s Best Place to Work in Los Angeles 4 years in a row!
Professional Growth & Community - We believe community extends through and beyond the office. We have Employee Resource Groups, community volunteer opportunities, social events, DEI initiatives, and reimbursements for professional development relevant to your role.
Work-Life Balance - We have unlimited PTO along with a generous parental leave policy. To top it off, we have Mental Health Days, where the company closes to allow employees to unplug, relax, and recharge (we know Zoom fatigue is a real thing!)
Employee Choice Policy - Employees can work from home and also have the option to work in a FloQast office or maintain a hybrid work schedule.
Our customers love us! See for yourself on G2 Crowd.
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.
