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The Enterprise Accounting Success Manager will be joining a growing Customer Success team to help support the Enterprise customer base in our Close Management solution. The Accounting Success Management team maintains high levels of satisfaction and engagement among our customers to ensure their long-term success with the solution. Having previous professional accounting or audit experience will allow the candidate to build instant rapport with our enterprise customer base by addressing accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients entire customer experience.
Job Responsibility:
Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, IT, and Internal Audit) within our largest and most complex enterprise accounts
Deliver Consultative Solutions: Provide exceptional customer service, product assistance, training, and tailored, consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business
Drive Engagement: Respond to all client inquiries, offer comprehensive product training, and establish regular Quarterly Business Reviews (QBRs)
Collaborate Cross-Functionally: Partner with Product/Engineering, Sales, Executive Leadership, and Professional Services, sharing insights based on the specific needs of your enterprise clients
Advocate for Clients: Understand the unique business needs of your enterprise accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction
Manage Renewals: Work in partnership with Account Management to strategize and manage the client renewal process, aiming for a high annual retention rate and strong net retention quarter over quarter
Orchestrate Executive Engagement: Partner with Executive leadership to organize and execute recurring executive business reviews (via Zoom and strategically planned on-site visits where expansion opportunities or risks exist)
Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within enterprise accounts and assist in closing new business or pilots
Ensure Seamless Onboarding: Collaborate closely with Professional Services to ensure a smooth onboarding experience and ongoing success for clients
Become a Product Expert: Develop deep product expertise, staying up-to-date on the latest features and functionality
Lead Strategic Meetings: Plan and lead in-person client meetings to expand our footprint, foster end-user adoption, and mitigate churn
Develop Account Strategies: Create and execute a comprehensive strategic plan for each customer. This plan will outline all global teams' and business units' goals and objectives, associated timelines, an expansion blueprint for leveraging all modules, and your tactics for engaging the entire user base. These plans will also include documented product requests/challenges and their status updates
Optimize Engagement Cadence: Assess and prescribe appropriate meeting cadences with all key players on a client’s finance team to understand their unique challenges and level of adoption
Provide Team Support: Act as additional support/back-up for new hires, including customer calls, trainings, weekly onboarding syncs, panel interviews, and customer escalations
Contribute to Team Goals: Undertake any other tasks that may be assigned to help the company meet its goals
Requirements:
BA/BS degree in Business Administration, Accounting, Finance or relevant fields
5+ years of private or public accounting experience required
Experience in a customer facing role
Thorough knowledge of basic accounting procedures and principles
Experience working with/for public or large private companies
Ability to effectively interact with client teams at various levels of technical and non-technical depth
Experience working with cross-functional teams
Proven ability to manage multiple projects
meeting deadlines and strong attention to detail
Ability to think analytically and apply problem solving skills to scenarios throughout the course of the work day
Excellent listening and presentation skills
Excellent verbal and written communication skills
Ability to travel up to 30%
Nice to have:
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
Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationship
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