Client success manager Jobs in San Jose, CA

Enterprise Accounting Success Manager

The Enterprise Accounting Success Manager (ASM) role is an experienced customer facing role that will help support the Enterprise customer base in our Close Management solution. The Accounting Success Management team operates as strategic advisors who leverage their deep product knowledge to close adoption gaps, resolve complex challenges, and push long-term customer value to drive net revenue growth.

This role represents an advanced level of technical and judgment-based ownership within the ASM track. Enterprise ASMs operate with minimal oversight, independently manage a book of complex customers and are accountable for successful customer outcomes. The Enterprise ASM role works heavily with the Enterprise Account Executive team, in addition to their Account Management counterparts.

Having a strong background in previous professional accounting or audit experience will allow you to build instant rapport with our enterprise customer base by addressing 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 remote, but candidates must be located in the Bay Area OR San Diego and will require travel to customers in territory.

*Visa sponsorship is NOT available at this time

What You'll Do:

• Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.
• Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities
• Possess deep product expertise, communicating latest relevant product releases and upcoming roadmap enhancements to customers
• Actively collaborate with relevant internal partners (Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, Marketing) sharing insights based on the specific needs of your clients.
• Build and nurture robust long-term relationships with key stakeholders within your book of business. This includes establishing Business Reviews alongside Account Management and Account Executive counterparts.
• Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion.
• Act as the voice of the customer to understand to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers
• Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts.
• Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.
• Builds referenceable customers both at the product and user level
• Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).
• Mentor new ASM team members through shadowing, informal coaching, and knowledge sharing
• Undertake any other tasks that may be assigned to help the company meet its goals.

What You'll Bring:

• 5+ years of experience in accounting, consulting, audit, accounting advisory, or equivalent experience in a customer success role
• BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
• Experience working with/for enterprise companies
• Strong accounting fundamentals with hands-on experience across close, reconciliation, and financial reporting processes
• Strong organizational skills with the ability to prioritize effectively across competing demands
• Clear and confident communication skills with both accounting and non-accounting stakeholders
• A high level of ownership and accountability for execution quality and customer experience
• Ability to travel up to 30%

Nice-to-haves:

• Prior Customer Success or Account Management experience, specifically working with a variety of corporate and enterprise clients.
• CPA or related professional accounting certification.
• Prior experience with FloQast or other close management tools will make you a seamless addition to our team

The base pay range for this position is $96,000 - $144,000. 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, 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.

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflowstransforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

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 2025, 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that's 9 years!)

- Built In's ??Best Place to Work in Los Angeles 7 years in a row!

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.