Accounting Technology Consultant Jobs

FloQast

Location:
United States, Los Angeles ▼
Chicago
Austin

Category:
IT - Software Development

Contract Type:
Not provided

Salary:

68000.00 - 106000.00 USD / Year

Save Job

Apply Position

Job Description:

The Accounting Technology Consultant will be joining a growing Customer Success team to ensure that our newly acquired clients are successfully onboarded onto our SaaS Accounting solution. We are looking for motivated individuals with an accounting background who are ready to transition into a consulting role. Our team consists of former accountants and CPAs who use their knowledge to help accounting teams from various industries improve their close process. If you want to put your education and experience to use in a customer success capacity and work with happy clients by adding value on a daily basis, then this is the perfect opportunity for you.

Job Responsibility:

Leading client kick-off calls and giving them an overview of the FloQast implementation process and timeline
Reviewing clients' current close documentation and advising them on best practices within the software
Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
Establishing and maintaining client relationships mainly through phone and email communication
Managing client progress and driving status update meetings internally
Tracking client adoption and driving the optimization of their FloQast account
Maintaining a deep comprehension of the FloQast application and functionality
Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
Point person for technical product support and accounting-related questions during implementation
Travel will be required up to 15%

Requirements:

At least 2-3 years of public accounting (or equivalent) experience required
BS degree in Accounting, Finance or related field
Thorough knowledge of basic accounting procedures and principles
Highly energetic, positive and passionate team player with strong interpersonal skills and collaborative orientation
Detail oriented with strong problem-solving and decision making skills
Self-starter with a high level of initiative and follow-through
Strong sense of ownership and urgency, organizational and time management skills, and ability to multitask and prioritize work
Excellent communication (written and verbal), interpersonal and consultative skills
Strong work ethic and integrity
Ability to work well under tight deadlines and respond to rapidly changing demands

Nice to have:

CPA and/or public accounting experience is a bonus but not required
Strong client-facing experience preferred

What we offer:

Bonus plan
Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation

Additional Information:

Job Posted:
December 08, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Accounting Technology Consultant