Related skills
account management customer success relationship management renewals onboarding📋 Description
- Build long-term relationships with key mid-market stakeholders (Controllers, CFOs, IT).
- Provide consultative solutions, training, and product help to improve client close management.
- Respond to client inquiries, train users, and schedule QBRs.
- Collaborate with Product/Engineering, Sales, Leadership, and Professional Services.
- Advocate for clients by feeding product feedback to Product/Engineering.
- Manage renewals with Account Management to maximize retention.
🎯 Requirements
- BA/BS in Business Admin, Accounting, Finance, or related field.
- At least 2 years of accounting experience.
- Thorough knowledge of basic accounting procedures and principles.
- Experience working with cross-functional teams.
- Proven ability to manage multiple projects with deadlines.
- Ability to travel up to 30%.
🎁 Benefits
- Experience in a customer-facing role.
- CPA or related accounting certification.
- Prior experience with FloQast or close management tools.
- Passionate about customer satisfaction, adoption, and long-term relationships.
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