Enterprise Accounting Success Manager

Enterprise Accounting Success Manager

Join to apply for the Enterprise Accounting Success Manager role at Flo Qast.

Seniority level:
Mid‑Senior level.

Employment type:

Full‑time. Job function:
Accounting/Auditing and Finance.

The Enterprise Accounting Success Manager will be joining a growing Customer Success team to help support the Enterprise customer base in our Close 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 professional accounting or audit experience will allow the candidate 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 requires working in office three days per week, which may be subject to change based on team and business needs.

Visa sponsorship is NOT available at this time.

• Build and nurture robust, long‑term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, IT, and Internal Audit) within our largest and most complex enterprise accounts.
• Provide exceptional customer service, product assistance, training, and tailored consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.
• Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs).
• Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your enterprise clients.
• Advocate for the unique business needs of your enterprise accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.
• Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter.
• Partner with Executive leadership to organize and execute recurring executive business reviews via Zoom and strategically planned on‑site visits where expansion opportunities or risks exist.
• Strategize with Sales and Account Management to expand the pipeline within enterprise accounts and assist in closing new business or pilots.
• Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients.
• Develop deep product expertise, staying up‑to‑date on the latest features and functionality.
• Plan and lead in‑person client meetings to expand our footprint, foster end‑user adoption, and mitigate churn.
• Create and execute a comprehensive strategic plan for each customer outlining the goals, timelines, expansion blueprint, and tactics for engaging the entire user base.
• Assess and prescribe appropriate meeting cadences with all key players on a client’s finance team to understand their unique challenges and level of adoption.
• Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQ).
• Act as additional support/back‑up for new hires, including customer calls, trainings, weekly onboarding syncs, panel interviews, and customer escalations.
• Undertake any other tasks that may be assigned to help the company meet its goals.

• BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
• 5+ years of private or public accounting experience.
• Experience in a customer‑facing role.
• Thorough knowledge of basic accounting procedures and principles.
• Experience working with/for public or large private companies.
• Ability to effectively interact with client teams at various levels of technical and non‑technical depth.
• Experience working with cross‑functional teams.
• Proven ability to manage multiple projects, meet deadlines, and maintain strong attention to detail.
• Analytical thinking and problem‑solving skills to address scenarios throughout the workday.
• Excellent listening, presentation, verbal and…