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As a Staff Product Designer at FloQast, lead design strategy for AI-driven product capabilities, mentor teams, and ensure design consistency across platforms while enhancing user experiences and stakeholder communication.
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Artificial Intelligence • Fintech • Software
Lead and scale FloQast's Consulting Partner Program across North America: recruit and manage alliance teams, build partner playbooks, drive partner-sourced revenue via Salesforce, align partners with sales and product, represent FloQast externally, and travel ~30% to grow relationships with Big Four and top consultancies.
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Salesforce
Artificial Intelligence • Fintech • Software
The Solutions Architect will support sales by acting as a compliance expert, managing strategic implementations, tracking metrics, and conducting internal training while focusing on ARR growth for the compliance business.
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The Accounting Success Manager, Team Lead will be joining a growing Customer Success team to help support the Enterprise customer base in our Compliance 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. The Team Lead role will serve as a player-coach function, where they will also be a people manager to Accounting Success Managers in the Corporate customer base in our Compliance Management solution.
Having previous audit experience in a leadership role will allow the candidate to build instant rapport with our customer base by addressing compliance & accounting specific questions, scenarios, or other elements during the post implementation phase to maximize adoption and enhance our clients entire customer experience. This will also allow them to successfully oversee the development of the ASMs that directly report to them.
*Visa sponsorship is NOT available at this time
What You'll Do:
- Build and cultivate strong, strategic long term relationships with key stakeholders (Controller, Internal Audit, IT) at our enterprise accounts in the territory.
- Provide outstanding customer service, product assistance, trainings, and tailored, consultative solutions to our customer’s compliance management goals within an assigned book of business
- Plan and lead client meetings in an effort to expand the FQ footprint, foster end user adoption, and mitigate churn for compliance management.
- Collaboratively run Quarterly Business Reviews with your Account Management and Close ASM counterparts on accounts.
- Become a deep product expert, staying up to date on the latest FloQast features and functionality for the Compliance Management solution.
- Collaborate cross functionally with Product/Engineering, Sales, Execs, and Professional Services, providing insights based on enterprise client segment needs.
- Understand unique business needs of enterprise accounts and provide product feedback directly to Product and Engineering teams to achieve customer satisfaction.
- Work in partnership with Account Management to strategize and manage the client renewal process to maintain a high annual retention rate and high net retention rate quarter over quarter
- Strategize with Sales and Account Management to grow the compliance expansion pipeline of enterprise segment accounts and assist in closing new business and/or pilots.
- Work closely with Professional Services to ensure a seamless onboarding experience and ongoing success for clients with the compliance solution.
- Maintains role as individual contributor while people managing Compliance ASMs
- Run weekly 1:1s with Compliance ASMs focusing on customer adoption and module engagement
- Act as additional support/back-up for direct reports including customer calls, trainings, weekly syncs, and customer escalations
- Review calls and coach Compliance ASMs on ASM Best Practices
- Attend ASM Leadership meetings and take an active role in process improvement conversations and effectively communicate changes to Compliance team members
- Be involved in the Compliance Accounting Success interview process and onboarding, as well as suggest and make recommendations to improve processes
- Travel will be required up to 30%
What You'll Bring:
- BA/BS degree in Business Administration, Accounting, Finance or relevant fields.
- 5+ years of private or public accounting experience required
- Experience in External Audit, Internal Audit or Risk Advisory preferred
- Previous experience in managing and developing direct reports required
- Experience with Sarbanes-Oxley Controls (SOX), Information Technology General Controls (ITGCs) or other regulatory frameworks
- Demonstrate understanding of business processes, regulatory requirements, and internal controls
- 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
Nice-to-haves:
- CPA or related professional accounting certification.
- Prior experience with FloQast, Workiva or AuditBoard’s Compliance Management tools will make you a seamless addition to our team
- Strong client-facing experience preferred
- Passionate about ensuring customer satisfaction, driving adoption, and fostering long-term customer relationships
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The base pay range for this position is $91,000 - $137,000. This position is eligible for up to an annual 15% bonus, paid out quarterly 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:
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.
FloQast Los Angeles, California, USA Office
Our Los Angeles, CA headquarters are in a friendly area with restaurants within walking distance and gorgeous neighborhoods to walk through if you need a break. We also have offices in Columbus, OH and London, UK.
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- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
