Related skills
slack salesforce excel google workspace gainsightπ Description
- Lead client launch calls and outline implementation timelines for CAS customers.
- Review client close docs and advise best practices in FloQast.
- Design and configure solutions aligned with client needs and standards.
- Manage implementation timelines, milestones, and deliverables across multiple clients.
- Organize the client close checklist into a customized Excel mapping document.
- Travel up to 30% and provide training and support to drive adoption.
π― Requirements
- BA/BS in Accounting, Finance or related field.
- 1+ years of private or public accounting experience.
- Thorough knowledge of basic accounting procedures and principles.
- Ability to interact with client teams at varied technical levels.
- Proven ability to manage multiple projects with strong attention to detail.
- Excellent verbal and written communication skills.
π Benefits
- Medical, Dental, Vision insurance.
- Life and Disability Insurance.
- Family Forming benefits.
- Unlimited vacation.
- Hybrid work environment.
- Professional development opportunities.
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