Enterprise Accounting Success Manager, Bay Area

What You’ll Do

• 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.
• Track Key Metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOss).
• 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.

• 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 work day.
• Excellent listening and presentation skills.
• Excellent verbal and written communication skills.
• Ability to travel up to 30%.

• 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 Flo Qast or other close management tools will make you a seamless addition to our team.
• Passionate about ensuring customer…