Enterprise Accounting Success Manager

FloQast•Chicago, IL

6d•Hybrid

About The Position

The Enterprise Accounting Success Manager (ASM) role is an experienced customer-facing position supporting the Enterprise customer base with our Close Management solution. The ASM team acts as strategic advisors, utilizing deep product knowledge to address adoption gaps, resolve complex challenges, and drive long-term customer value to achieve net revenue growth. This role demands a high level of technical expertise and judgment, operating with minimal oversight and independently managing a portfolio of complex customers, ensuring successful customer outcomes. The Enterprise ASM collaborates closely with the Enterprise Account Executive (AE) team and Account Management counterparts. A strong background in professional accounting or audit experience is beneficial for building rapport with enterprise customers, addressing accounting-specific questions, and maximizing adoption and client experience post-implementation. This role requires working in the office three days per week, with potential for adjustments based on team and business needs. Visa sponsorship is not available.

Requirements

5+ years of experience in accounting, consulting, audit, accounting advisory, or equivalent experience in a customer success role
BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
Experience working with/for enterprise companies
Strong accounting fundamentals with hands-on experience across close, reconciliation, and financial reporting processes
Strong organizational skills with the ability to prioritize effectively across competing demands
Clear and confident communication skills with both accounting and non-accounting stakeholders
A high level of ownership and accountability for execution quality and customer experience
Ability to travel up to 30%

Nice To Haves

Prior Customer Success or Account Management experience, specifically working with a variety of corporate and enterprise clients.
CPA or related professional accounting certification.
Prior experience with FloQast or other close management tools.

Responsibilities

Provide excellent customer service, identifying client pain points and consulting on best practices to help clients achieve their financial transformation goals within their assigned book of business.
Actively identify opportunities to increase product adoption and account optimization across the platform to ensure high customer retention and increase expansion opportunities.
Possess deep product expertise, communicating the latest relevant product releases and upcoming roadmap enhancements to customers.
Actively collaborate with relevant internal partners (Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, Marketing) sharing insights based on the specific needs of clients.
Build and nurture robust long-term relationships with key stakeholders within the book of business, including establishing Business Reviews with Account Management and Account Executive counterparts.
Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion.
Act as the voice of the customer to understand and build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of customers.
Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of renewals and expand the pipeline within accounts.
Demonstrate strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.
Cultivate customer advocates at both the product and user level.
Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).
Mentor new ASM team members through shadowing, informal coaching, and knowledge sharing.
Undertake any other tasks that may be assigned to help the company meet its goals.