If you’re a current or former Accountant and love Technology, you’re in the right place! Come join our award-winning Customer Success team at FloQast where you’ll be in familiar company of your former Audit and Public/Private Accounting friends, but without any of the late work nights, long hours, or professional attire.
A Customer Success Manager at FloQast 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 pride yourself on being able to build relationships with anyone and want to be a part of a fast-growing tech company, please apply.
*Visa sponsorship is NOT available at this time
Provide outstanding customer service, product assistance, trainings, and consultative solutions to our customer’s close management and accounting operational goals.
Own the overall post-launch relationship with a diverse portfolio of FloQast customers (from SMB to enterprise), including identifying expansion opportunities
Develop a trusted advisory relationship with customers, ensuring all activities are closely aligned with the client’s business and departmental strategy and needs
Be an advocate and liaison between customers and internal cross-functional teams (including the Implementation, Product Development, and Sales Departments)
Conduct quarterly or monthly business reviews to assess customer requirements and level of adoption with infrequent travel for client on sites
Strategize and manage the client renewal process to maintain a near-zero to negative net churn rate
Work in partnership with Install Base Account Managers, identifying and developing new business and/ or upsell opportunities with existing clients
Manage customer trainings and increase adoption on new product lines and features
Forecast and track key account metrics (e.g. quarterly sales results)
Assist with high severity client requests or issue escalations as needed
Drive Customer Success Outcomes: Drive increased engagement for new and existing customers; increase renewal rates and keep our churn rate near zero; expand our revenue in accounts through cross-sell and upsell; influence future lifetime value through higher product adoption, customer satisfaction, and overall health scores; and drive new business growth through greater advocacy and reference-ability
Any other projects as assigned to help the Company meet its goals.
BA/BS degree in Business Administration, Accounting, Finance or relevant fields preferred
Preferred experience in SAAS company or Accounting experience
Proven experience working directly with customers, ensuring customer satisfaction, adoption, and retention
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
High attention to detail and ability to organize a high volume book of business along with occasional strategic projects
Proven track record of managing customer escalations, balancing customer expectations and negotiating successful resolutions
Experience using SalesForce and ChurnZero, or other usage data based applications such as Pendo, Gainsight, Hubspot, Pardot etc a plus
FloQast is the leader in accounting workflow automation created by accountants for accountants to work smarter, not harder. The cloud-based, AI-enhanced software is trusted by more than 1,000 accounting teams, including those at Lyft, Twilio, Instacart, Zoom and The Golden State Warriors—and proud to be rated #1 across all user review sites. By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that’s just going home on time. Whether automating reconciliations, documentation requests or other workflows such as the month-end close, financial reporting or payroll, FloQast enhances the way accounting teams already work to help them work smarter. Learn more at floqast.com.