Accounting Technology Consultant

Job Description:

The Accounting Technology Consultant will be joining a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution. We are looking for motivated individuals with an accounting background who are ready to transition into a consulting role. Our team consists of CPAs who use their knowledge to help accounting teams from various industries improve their close process. If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you.

*Visa sponsorship is NOT available at this time

Responsibilities Include:

  • Leading client launch calls and giving them an overview of the FloQast implementation process and timeline
  • Reviewing clients' current close documentation and advising them on best practices within the software
  • Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
  • Establishing and maintaining client relationships mainly through phone and email communication
  • Managing client progress and driving status update meetings internally
  • Tracking client adoption and driving the optimization of their FloQast account
  • Maintaining a deep understanding of the FloQast application and functionality
  • Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
  • Point person for technical product support and accounting-related questions after implementation
  • Desired Qualities and Skills:

  • 2-5 years of public accounting experience required
  • BS degree in Accounting, Finance or related field
  • Thorough knowledge of basic accounting procedures and principles
  • CPA preferred, or CPA eligible
  • Strong client-facing experience preferred
  • Highly energetic, positive and enthusiastic team player with strong interpersonal skills and collaborative orientation
  • Detail oriented with strong problem-solving and decision making skills
  • Self-starter with a high level of initiative and follow-through
  • Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work
  • Excellent communication (written and verbal), interpersonal and consultative skills
  • Strong work ethic and integrity
  • Ability to work well under tight deadlines and respond to rapidly changing demands
  • #LI-Remote


  • About FloQast    www.floqast.com

    Recognized as a 2020 Technology Fast 500 by Deloitte, 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.

    - 2021 Silver Stevie Award winner for Customer Service Department of the Year!

    - We are fanatics about the success of our customers.  Check us out on G2 Crowd

    - We are equally fanatic about creating and maintaining a fabulous culture of support and success for all employees.  Check us out on Glassdoor

    - We are moving quickly and there is a huge upside opportunity in terms of career growth

    - FloQast offers competitive compensation, stock options, full benefits, and a positive and supportive work environment   

    - Named among Best Places to Work by LA Business Journal in 2020, 2019, 2018 and 2017

    - Ranked #10 on The SaaS 1000

    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.