Accounting Technology Consultant

Posted 6 Days Ago
Be an Early Applicant
Remote
80K-110K Annually
Junior
Fintech • Software
The Role
As an Accounting Technology Consultant, you will ensure successful customer onboarding to a SaaS accounting solution. Responsibilities include leading client calls, advising on best practices, and providing product support. You will maintain client relationships and train accounting teams in using the FloQast software during their month-end close process.
Summary Generated by Built In

We are seeking an Accounting Technology Consultant to join our expanding product team, ensuring successful onboarding of customers to our SaaS accounting solution. This role is ideal for driven individuals with an accounting background who are eager to step into a hands-on consulting position. Our team is made up of former accountants and CPAs who use their expertise to help accounting teams across industries streamline and automate their processes. You'll work closely with a dedicated, collaborative team to deliver impactful solutions directly to customers. With a high level of ownership over customer success, your contributions will directly shape the future of FloQast. If you're looking to apply your accounting knowledge in a customer-focused role, helping clients succeed and adding value every day, this is the opportunity for you.


*Visa sponsorship is NOT available at this time

What You'll Do:

  • 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

What You'll Bring:

  • At least 2-3 years of public accounting (or equivalent) experience required
  • BS degree in Accounting, Finance or related field
  • Thorough knowledge of basic accounting procedures and principles
  • Highly energetic, positive and passionate 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

Nice-To-Haves:

  • CPA and/or public accounting experience is a bonus but not required
  • Strong client-facing experience preferred

#LI-LB

#LI-Remote

#BI-Remote


The base pay range for this position is $80,000 - $110,000. This position may be eligible for a bonus plan 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.


About FloQast www.floqast.com

FloQast is the leader in accounting workflow automation created by accountants for accountants. By automating and modernizing everyday accounting workflows, FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.


Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.


Unwaveringly Authentic 

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways


Here’s Why You Should Apply:

Amazing Benefits - FloQast pays the majority of the premium for employees and families, and even provides 100% paid options for Medical, Dental, & Vision plans.


Competitive Compensation & Stock Options


FloQast is regularly rated as a Best Place to Work!

- Inc. Magazine’s Best Workplaces in 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 6 years!)

- Built In’s ​​Best Place to Work in Los Angeles 4 years in a row!


Professional Growth & Community - We believe community extends through and beyond the office. We have Employee Resource Groups, community volunteer opportunities, social events, DEI initiatives, and reimbursements for professional development relevant to your role. 


Work-Life Balance - We have unlimited PTO along with a generous parental leave policy. To top it off, we have Mental Health Days, where the company closes to allow employees to unplug, relax, and recharge (we know Zoom fatigue is a real thing!)


Employee Choice Policy - Employees can work from home and also have the option to work in a FloQast office or maintain a hybrid work schedule. 


Our customers love us! See for yourself 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.



Top Skills

SaaS

What the Team is Saying

Juan Carlos
Eric
Alex
Lilith
Adey
Brendan
Amit
John Siegel
The Company
New York, NY
675 Employees
Remote Workplace
Year Founded: 2013

What We Do

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 logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast enhances the way accounting teams already work to help them operate more efficiently.

Why Work With Us

FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing!

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FloQast Offices

Remote Workspace

Employees work remotely.

FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!

Typical time on-site: None
New York, NY

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