Accounting Technology Consultant, AI

We are seeking an Accounting Technology Consultant to join our expanding product team, ensuring successful onboarding of customers to our SaaS accounting solution. This role is ideal for driven individuals with an accounting background who are eager to step into a hands-on consulting position. Our team is made up of former accountants and CPAs who use their expertise to help accounting teams across industries streamline and automate their processes. You'll work closely with a dedicated, collaborative team to deliver impactful solutions directly to customers. With a high level of ownership over customer success, your contributions will directly shape the future of FloQast. If you're looking to apply your accounting knowledge in a customer-focused role, helping clients succeed and adding value every day, this is the opportunity for you.

This is a remote position, but candidates MUST be based in the Bay Area.

*Visa sponsorship is NOT available at this time

• Lead client kick-off calls, providing an overview of the FloQast implementation process and timeline.
• Implement tailored automation solutions using FloQast software to streamline and improve clients' financial close processes.
• Communicate project timelines to clients, leveraging your CPA expertise to ensure alignment with best practices.
• Build and maintain client relationships primarily through phone and email communication.
• Manage client progress and lead internal status update meetings.
• Develop a deep understanding of the FloQast application and its functionality.
• Train domestic and international accounting teams via screen share on utilizing FloQast during their month-end close.
• Serve as the primary point of contact for technical product support and accounting-related questions during the implementation phase.
• Collaborate with other business units within FloQast, sharing insights to enhance customer outcomes.
• Travel will be required up to 25%.

• 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

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

#LI-LB1

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The base pay range for this position is $80,000 - $110,000.  This position may be eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

About FloQast:

FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.

Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:

Unwaveringly Authentic 

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways

FloQast is regularly rated as a Best Place to Work!

- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)

- Built In’s ​​Best Place to Work in Los Angeles 6 years in a row!

Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. 

If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.