What You'll Do

Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.
Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities.
Possess deep product expertise, communicating 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 your clients.
Build and nurture robust long-term relationships with key stakeholders within your book of business. This includes establishing Business Reviews alongside 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 to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers.
Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts.
Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.
Cultivates 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.

What You'll Bring

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 will make you a seamless addition to our team