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Accounting Success Manager, Compliance

Accounting Success Manager, Compliance

FloQastChicago, IL, US
24 days ago
Job type
  • Full-time
Job description

Accounting Success Manager, Compliance

The Accounting Success Manager, Compliance will be joining a Customer Success team to help support the mid-market customer base in our Compliance Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long-term success with the solution.

Having previous audit experience will allow the candidate to build instant rapport with our customer base by addressing compliance & accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients entire customer experience.

This role is on-site in Los Angeles and Chicago, but candidates who live in Bay Area or Austin will be remote and will require travel to customers in territory. Visa sponsorship is NOT available at this time.

What You'll Do :

  • Cultivate Strong Relationships : Build and cultivate strong, strategic long term relationships with key stakeholders (Controller, Internal Audit, IT) at our mid-market accounts in the territory.
  • Deliver Consultative Solutions : Provide great customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their compliance management and accounting operational goals within your assigned book of business.
  • Drive Engagement : Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs).
  • Collaborate Cross-Functionally : Partner with Product / Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your clients.
  • Advocate for Clients : Understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.
  • Support Growth Initiatives : Strategize with Sales and Account Management to expand the pipeline within your accounts and assist in closing new business and renewals.
  • Ensure Seamless Onboarding : Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients.
  • Become a Product Expert : Develop deep product expertise, staying up-to-date on the latest features and functionality of the compliance management solution.
  • Lead Strategic Meetings : Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn.
  • Develop Account Strategies : Create and execute a comprehensive strategic plan for each customer. This plan will outline all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and your tactics for engaging the entire user base. These plans will also include documented product requests / challenges and their status updates.
  • Track Key Metrics : Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs).
  • Contribute to Team Goals : Undertake any other tasks that may be assigned to help the company meet its goals.

What You'll Bring :

  • BA / BS degree in Business Administration, Accounting, Finance or relevant fields.
  • At least 2-3 years of private or public accounting experience required
  • Experience with Sarbanes-Oxley Controls (SOX), Information Technology General Controls (ITGCs) or other regulatory frameworks
  • Experience in External Audit, Internal Audit or Risk Advisory preferred
  • Thorough knowledge of basic accounting procedures and principles
  • Experience working with cross-functional teams
  • Proven ability to manage multiple projects; meeting deadlines and strong attention to detail
  • Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day
  • Strong listening and presentation skills
  • Strong verbal and written communication skills
  • Ability to travel up to 30%
  • Nice-to-haves :

  • Experience in a customer facing role
  • CPA or related professional accounting certification.
  • Prior experience with FloQast, Workiva or AuditBoard's Compliance Management tools will make you a seamless addition to our team
  • Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships
  • The base pay range for this position is $68,000 - $106,000. This position is eligible for up to an annual 20% bonus, paid out quarterly 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, and Unlimited Vacation.

    FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriorsand continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.

    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 2024, 2023, 2022, and 2021, Best Places to Work by LA Business Journal since 2017 (that's 8 years!), Built In's Best Place to Work in Los Angeles 6 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.

    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.

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