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Accounting Technology Consultant

1 days ago

  • usaSan Jose, California / San Francisco, California
  • usaFull-time
  • usaAccounting Technology Consultants
  • usaRemote
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**Overview:** - Accounting Technology Consultant role within a growing Customer Success team. - Focus on onboarding clients to a SaaS Accounting solution. - Remote position based in the Bay Area. **Key Responsibilities:** - Lead client kick-off calls and provide an overview of the FloQast implementation process. - Review and advise on close documentation best practices. - Create a customized Excel file for client close checklists. - Establish and maintain client relationships through communication. - Manage client progress and drive status update meetings. - Track client adoption and optimize FloQast accounts. - Train accounting teams on FloQast software usage. - Serve as a technical product support point for accounting-related questions. - Travel up to 25% as required. **Requirements/Skills/Qualifications:** - At least 2-3 years of public accounting experience. - Bachelor's degree in Accounting, Finance, or related field. - Knowledge of basic accounting procedures and principles. - High energy, positive attitude, strong interpersonal skills. - Detail-oriented with problem-solving and decision-making skills. - Self-starter with initiative and time management skills. - Strong communication and consultative skills. - Work ethic and integrity. - Ability to work under tight deadlines. - CPA or public accounting experience is a bonus. **Compensation & Benefits:** - Base pay range: $80,000 - $110,000. - Potential for a bonus plan. - Competitive benefits package including medical, dental, vision, family forming benefits, life & disability insurance, and unlimited vacation. - FloQast values Total Rewards and offers a comprehensive benefits package. - Compensation is subject to qualifications, interview process, and company discretion. **About FloQast:** - Leading Accounting Transformation Platform. - Cloud-based, AI-powered software for accounting workflow automation. - Trust by over 3,000 accounting teams. - Values: Unwaveringly Authentic, Ambitious with Integrity, Empowered to Grow, Committed to Collaboration, Customer Obsessed. - Recognized as a Best Place to Work by various publications. - Committed to fair recruitment and equal employment opportunities.
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