Accounting Technology Consultant

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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.

This role requires working in the office 3 days per week (Tuesday–Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays.

• Leading client kick-off calls and giving them an overview of the Flo Qast 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 Flo Qast 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 Flo Qast account
• Maintaining a deep comprehension of the Flo Qast application and functionality
• Training domestic and international accounting teams through screenshare on how to use the Flo Qast 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%
• Visa sponsorship is NOT available at this time

• At least 2-3 years of public accounting (or equivalent) experience
• 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

The base pay range for this position is $68,000 - $106,000. This position may be eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. Flo Qast values its 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.

Flo Qast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge 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.

Flo Qast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, Flo Qast 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…