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Accounting Technology Consultant

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.


*Visa sponsorship is NOT available at this time


What You'll Do:
  • 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


What You'll Bring:
  • 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-Haves:
  • CPA and/or public accounting experience is a bonus but not required
  • Strong client-facing experience preferred


#LI-LB

#LI-Remote

#BI-Remote


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, Unlimited Vacation, and participation in our Employee Stock Program. 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    www.floqast.com

FloQast is the leader in accounting workflow automation created by accountants for accountants. By automating and modernizing everyday accounting workflows, FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.


Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.


Unwaveringly Authentic 

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways


Here’s Why You Should Apply:

Amazing Benefits - FloQast pays 100% of the premium for employees and families for most Medical, Dental, & Vision plans. 


Competitive Compensation & Stock Options


FloQast is regularly rated as a Best Place to Work!

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

- Best Places to Work by LA Business Journal since 2017 (that’s 6 years!)

- Built In’s ​​Best Place to Work in Los Angeles 4 years in a row!


Professional Growth & Community - We believe community extends through and beyond the office. We have Employee Resource Groups, community volunteer opportunities, social events, DEI initiatives, and reimbursements for professional development relevant to your role. 


Work-Life Balance - We have unlimited PTO along with a generous parental leave policy.  To top it off, we have Mental Health Days, where the company closes to allow employees to unplug, relax, and recharge (we know Zoom fatigue is a real thing!)


Employee Choice Policy - Employees can work from home and also have the option to work in a FloQast office or maintain a hybrid work schedule. 


Our customers love us! See for yourself on G2 Crowd


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.



FloQast Glassdoor Company Review
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CEO of FloQast
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Michael Whitmire
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What You Should Know About Accounting Technology Consultant, FloQast

FloQast is on the lookout for a vibrant and knowledgeable Accounting Technology Consultant to join our dynamic product team! This exciting position is perfect for individuals with an accounting background who are ready to transition into a hands-on consulting role. Our team comprises former accountants and CPAs who are passionate about helping accounting teams from various industries automate and streamline their processes using our groundbreaking SaaS accounting solution. In this role, you’ll engage directly with clients, guiding them through the implementation process during kick-off calls, reviewing their existing close documentation, and advising them on best practices. Your organizational skills will shine as you create customized mapping documents for clients, tracking their progress, and ensuring their success with our software. The personal touch you bring through effective communication will foster long-lasting client relationships. Moreover, you'll leverage your expertise to train both domestic and international accounting teams, being the go-to person for technical product support. With a strong emphasis on client adoption and account optimization, you’ll play a crucial role in shaping the future of FloQast. If you’re eager to apply your accounting knowledge in a role that prioritizes customer success and value addition, this opportunity could be just what you’re looking for!

Frequently Asked Questions (FAQs) for Accounting Technology Consultant Role at FloQast
What skills are essential for an Accounting Technology Consultant at FloQast?

An Accounting Technology Consultant at FloQast should possess strong interpersonal skills, a solid understanding of accounting principles, and the ability to communicate effectively with clients. Having at least 2-3 years of public accounting experience is key, and previous client-facing experience is a plus. A self-starter attitude and strong organizational skills are fundamental, alongside being detail-oriented to effectively manage multiple client needs.

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How does the role of Accounting Technology Consultant contribute to customer success at FloQast?

The Accounting Technology Consultant is instrumental in ensuring customer success by guiding clients through the implementation process of FloQast’s accounting software. They build relationships through regular check-ins, optimizing client experiences, and providing tailored training. Their insights and recommendations help clients maximize the benefits of the software, ultimately leading to smoother, more efficient accounting workflows.

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What does a typical day look like for an Accounting Technology Consultant at FloQast?

A typical day for an Accounting Technology Consultant at FloQast involves leading client meetings, conducting training sessions, reviewing client documentation, and creating customized mapping documents. They spend considerable time communicating with clients via phone and email, tracking adoption of the software, and collaborating with the team to ensure smooth implementation and troubleshooting any issues that arise.

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Does FloQast offer any professional development opportunities for Accounting Technology Consultants?

Absolutely! FloQast is committed to professional growth. As an Accounting Technology Consultant, you’ll have access to reimbursements for relevant professional development, participation in community volunteer opportunities, and involvement in Employee Resource Groups. The company promotes continuous learning and improvement, ensuring that you grow alongside your career.

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What is the company culture like at FloQast for an Accounting Technology Consultant?

FloQast boasts a welcoming and inclusive culture. As an Accounting Technology Consultant, you’ll find a passionate and collaborative environment focused on community. The company values work-life balance, offering unlimited vacation days, mental health days, and a flexible work-from-home policy. Employee wellbeing is a priority, making it a great place to develop your career.

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What kind of clients will an Accounting Technology Consultant work with at FloQast?

As an Accounting Technology Consultant at FloQast, you will work with a diverse clientele, ranging from emerging startups to established enterprises across various industries. Your client interaction will vary from those in traditional sectors to those leveraging innovative technologies, all looking to improve their accounting processes through our software.

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Is there room for advancement as an Accounting Technology Consultant at FloQast?

Certainly! FloQast encourages career advancement and provides multiple pathways for growth. With experience as an Accounting Technology Consultant, you can expand into higher-level consulting roles or other positions within the company. Your contributions will be recognized, and professional development opportunities will be presented as you build your skills.

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Common Interview Questions for Accounting Technology Consultant
Can you describe your experience in public accounting and how it relates to the role of Accounting Technology Consultant?

In your answer, focus on your specific experiences in public accounting, highlighting relevant skills and situations that demonstrate your consulting abilities. Discuss how your understanding of accounting principles equips you to provide valuable insights and support clients in optimizing their workflows in a technology-driven environment.

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How do you approach training clients on new software solutions?

Share a structured method you follow when training clients. Emphasize your technique of breaking down complex topics into more digestible parts, using hands-on examples, and ensuring a supportive environment where clients can ask questions and practice using the software. Tailoring your approach based on the client's needs is crucial.

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What strategies do you use to build strong relationships with clients?

Discuss your experience in maintaining proactive communication, setting expectations, and consistently checking in with clients. Highlight the importance of understanding the client's unique needs, showing empathy, and being available for support, making them feel valued and supported throughout the implementation process.

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How do you handle tight deadlines and rapidly changing demands?

Explain your prioritization and organizational skills. Provide examples of situations where you've successfully managed multiple tasks under pressure, highlighting your ability to remain calm and focused, leveraging effective time management to deliver quality results even in high-pressure scenarios.

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Describe a time you effectively solved a client issue or challenge?

Provide a specific example of a challenge you've encountered with a client. Describe the problem, the steps you took to resolve it, and the outcome. Emphasize your analytical skills, communication with the team, and how your proactive measures helped enhance the client’s experience.

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What do you believe are the most important aspects of customer success in this role?

Discuss areas such as proactive communication, understanding client goals, timely solutions, and continuous engagement. Stress the importance of being a resource for clients and constantly monitoring their usage and satisfaction with the software to drive success.

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What accounting software are you familiar with, and how does it relate to FloQast?

Mention specific software you have experience with, particularly those that are prevalent in the industry. Discuss your transferable skills and how your knowledge of various accounting tools prepares you to assist clients effectively in using FloQast’s platform.

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How would you describe your interpersonal skills in a consulting context?

Share examples of how you effectively communicate and build rapport with clients, illustrating your ability to listen, empathize, and respond to their needs adequately. Show how your interpersonal skills allow you to foster trust and create lasting partnerships with clients.

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In your opinion, what separates a good Accounting Technology Consultant from a great one?

Discuss the importance of not only technical expertise but also empathy, active listening, and the ability to adapt to each client’s unique situations. Great consultants continually seek feedback and strive to improve their offerings and relationships with clients.

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How do you stay updated on trends and changes in accounting technology?

Explain your methods for ongoing learning, such as participating in industry webinars, reading relevant literature, and connecting with peers in the field. Discuss how this commitment to staying informed allows you to provide clients with the best possible advice and insights.

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FloQast built a cloud-based software that helps manage accounting departments by centralizing the workflow, assigning tasks, supporting documentation and automating tie-outs and reconciliations.

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BADGES
Badge Diversity ChampionBadge Global CitizenBadge InnovatorBadge Work&Life Balance
CULTURE VALUES
Inclusive & Diverse
Empathetic
Feedback Forward
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
BENEFITS & PERKS
Dental Insurance
Flexible Spending Account (FSA)
Vision Insurance
Disability Insurance
Family Medical Leave
Paid Holidays
Medical Insurance
Learning & Development
Employee Resource Groups
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
November 26, 2024

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