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FloQast · 1 day ago

Accounting Technology Consultant

Chicago, IL

Full-time

Hybrid

Entry, Mid Level

$68K/yr - $106K/yr

2+ years exp

FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. The Accounting Technology Consultant will join a growing Customer Success team to ensure successful onboarding of clients onto the SaaS Accounting solution, leveraging their accounting background to improve client processes.

AccountingB2BEnterprise SoftwareSaaS

Growth Opportunities

No H1B

Hiring Manager

Liora Bazini

Responsibilities

Leading client kick-off 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 comprehension 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 during implementation

Travel will be required up to 15%

Qualification

Public accounting experienceAccounting principles knowledgeClient-facing experienceFloQast application knowledgeCommunication skillsProblem-solving skillsOrganizational skillsTeam playerSelf-starter