🛠 Tech Stack

💼 About This Role

You'll support SMB and Mid-Market customers in our Close Management solution, acting as a strategic advisor to drive product adoption. Your accounting expertise will build rapport and resolve complex challenges, enhancing the customer experience. Collaborate with cross-functional teams to ensure high retention and net revenue growth.

🎯 What You'll Do

• Provide product assistance and consultative solutions to clients.
• Identify opportunities to increase product adoption and account optimization.
• Conduct Quarterly Business Reviews with Account Management.
• Collaborate with internal teams to share client insights and feedback.

📋 Requirements

• BA/BS degree in Accounting, Finance, or related field.
• At least 2-3 years of accounting experience.
• Knowledge of basic accounting procedures and principles.
• Ability to manage multiple projects and meet deadlines.

✨ Nice to Have

• Experience in a customer-facing role.
• CPA or related professional certification.
• Prior experience with FloQast or other close management tools.

🎁 Benefits & Perks

• 🏖️ Flexible PTO
• 🏥 Health insurance
• 💰 401k matching
• 📈 Stock options
• 🏢 Hybrid work model

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min

🚩 Heads Up

• Hybrid requirement may change at company discretion
• Up to 30% travel