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Accounting Technology Consultant

United States, Los Angeles 68000.00 - 106000.00 USD / Year · Job Posted December 08, 2025
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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

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