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Accounting Success Manager, Client Accounting Services

Posted about 3 hours agoViewed

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💎 Seniority level: Manager, 4+ years of private or public accounting experience required

📍 Location: US

💸 Salary: 70000.0 - 100000.0 USD per year

🔍 Industry: Accounting

🗣️ Languages: English

⏳ Experience: 4+ years of private or public accounting experience required

🪄 Skills: Project ManagementData AnalysisSalesforceAccountingClient relationship managementCustomer Success

Requirements:
  • BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
  • 4+ years of private or public accounting experience required.
  • Thorough knowledge of basic accounting procedures and principles.
  • Ability to interact with client teams of various technical levels.
  • Proven ability to manage multiple projects with attention to detail.
  • Excellent listening and presentation skills.
  • Excellent verbal and written communication skills.
  • High attention to detail and organizational skills.
Responsibilities:
  • Leading client launch calls and providing an overview of the FloQast implementation process.
  • Reviewing clients' current close documentation and consulting on best practices.
  • Participating in calls with prospective clients to understand their needs.
  • Organizing the client close checklist into a mapping document for their FloQast account.
  • Managing client progress and driving status update meetings.
  • Tracking client adoption and optimizing their FloQast account.
  • Providing outstanding customer service and responding to inquiries.
  • Collaborating with Account Managers for renewals and growth opportunities.
  • Managing customer training and project management for feature adoption.
  • Forecasting and tracking key account metrics.
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