FloQast

Revenue Operations

• Be a strategic partner to Sales, Product, Revenue, and CS leadership to advise and execute an operational roadmap that supports growth, retention, and customer success goals.
• Build, guide, and mentor a high-performing team. Provide coaching and appropriately manage performance to foster professional growth and align team goals with GRO priorities.
• Develop, plan, execute, and evaluate the ROI of process improvements (e.g., churn forecasting, ARR governance) and collaborate with Business Systems to implement efficient solutions.
• Coordinate initiatives with RevOps, Marketing, Product, Finance, Leadership, and other stakeholders to improve operational alignment and data integrity.
• Drive the creation and implementation of revenue recognition, churn, and M&A policies, ensuring compliance and alignment with RevOps and Legal.
• Stay updated on emerging industry best practices and recommend process enhancements to scale the GRO organization, with a focus on evaluating AI-native and AI-augmented tooling.
• Lead high-impact cross-functional projects from scoping through execution and adoption, driving revenue growth, customer success outcomes, and org-wide alignment.
• Drive best practices in reporting, data management, and change management to support operational excellence and maintain consistent data integrity.
• Partner with GTM Engineering and RevOps leadership to identify, pilot, and scale AI-driven solutions across post-sales workflows.

Manager, Revenue Operations – Post-Sales

Accounting Manager

• Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.
• Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities.
• Possess deep product expertise, communicating latest relevant product releases and upcoming roadmap enhancements to customers.
• Actively collaborate with relevant internal partners sharing insights based on the specific needs of your clients.
• Build and nurture robust long-term relationships with key stakeholders within your book of business.
• Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion.
• Act as the voice of the customer to understand to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers.
• Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts.
• Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.
• Builds referenceable customers both at the product and user level.
• Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).

Enterprise Accounting Success Manager

Full-stack Engineer

• Core Platform Architecture: Lead the design and implementation of highly scalable, distributed core services and backend platform components using TypeScript and modern cloud-native technologies.
• Orchestration & Messaging: Architect and maintain reliable asynchronous architectures, utilizing event streaming (Kafka) and complex workflow orchestration (Temporal) to power critical business logic.
• Platform Security Systems: Own the evolution and scaling of our enterprise-grade authentication and authorization frameworks, ensuring seamless and secure data access layers.
• End-to-End Data Engineering: Design, optimize, and scale complex backend data platforms and document-based storage systems (MongoDB) to handle high-throughput workloads.
• Technical Leadership & Standards: Establish clean coding patterns, robust architectural standards, and best practices for the backend engineering organization while mentoring junior and senior engineers.
• Cross-Functional Influence: Partner closely with Product, Security, and Core Infrastructure teams to align platform capabilities with long-term product roadmaps and strategic company goals.

Staff Software Engineer, Core Platform

• Contribute to the design and implementation of scalable, reliable data pipelines, storage solutions, and efficient access layers using modern cloud-native technologies
• Build, optimize, and maintain core data platform components including event streaming infrastructure, lakehouse storage layers, and both batch and streaming ETL workflows
• Implement best practices for data quality, data lineage, and access controls to ensure robust security, regulatory compliance, and overall trust in our data assets
• Work closely with Product, Analytics, Infrastructure, and Security teams to deliver data capabilities that support team-specific and organizational goals
• Provide technical guidance and code reviews for other engineers on the team, helping to champion clean code, consistent engineering standards, and platform stability
• Evaluate, test, and integrate new tools and technologies that actively improve data pipeline performance, systems observability, and overall cost efficiency

Senior Software Engineer, Data

Vice President

• Define and drive the overall product strategy and long-term vision.
• Manage and mentor a high-performing organization of Product Managers.
• Act as an AI champion, frequently putting together prototypes.
• Leverage deep accounting or fintech domain knowledge to push the product to the next level.
• Drive measurable outcomes that increase revenue and support new growth.
• Serve as a key partner to engineering, sales, marketing, and customer success leaders.

Vice President, Product, Applications

• Design and deliver core platform capabilities for the next generation of FloQast applications.
• Lead high-level design discussions and establish rigorous engineering best practices.
• Collaborate deeply with Product and Design to translate business goals into technical roadmaps.
• Mentor senior engineers and foster a high-performance culture.

Senior Staff Software Engineer, Applications

• Design and deliver the core platform capabilities that power the next generation of FloQast applications.
• Lead the high-level design discussions that resolve complex trade-offs.
• Act as the bridge between "what’s possible" and "what’s needed," partnering deeply with Product and Design.
• Mentor senior engineers, fostering a culture of deep technical curiosity and high-performance execution.

Principal Software Engineer, Applications

Accountant

• Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams, ensuring accurate configuration, testing, and documentation
• Enable corporate accounting teams to build and deploy AI Agents by delivering structured training, hands-on workshops, guided build sessions, and office hours, while supporting customers in identifying automation opportunities, assessing use case feasibility, and use case scoping
• Accelerate adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents
• Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed
• Support product improvement by sharing customer feedback and observations, participating in feature testing, and identifying usability gaps or enhancement opportunities
• Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency
• Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops
• Lead internal enablement sessions by training team members on Transform’s Agent-building tools, sharing technical best practices, and equipping them to confidently support customers in building and deploying AI Agents

Forward Deployed Accountant

• Provide excellent customer service, uncovering client pain points and consulting on best practices to help clients achieve their financial transformation goals within your assigned book of business.
• Actively identify opportunities to increase product adoption and account optimization across the platform to ensure a high customer retention rate and increase expansion opportunities.
• Possess deep product expertise, communicating latest relevant product releases and upcoming roadmap enhancements to customers.
• Actively collaborate with relevant internal partners (Account Management, Sales, Compliance ASMs, Implementation, Support, Product/Engineering, Marketing) sharing insights based on the specific needs of your clients.
• Build and nurture robust long-term relationships with key stakeholders within your book of business. This includes establishing Business Reviews alongside Account Management and Account Executive counterparts.
• Lead virtual and in-person executive client meetings to expand our footprint, foster end-user adoption, mitigate churn, and increase expansion.
• Act as the voice of the customer to understand to build the product roadmap alongside the Product and Engineering teams by understanding the unique needs of your customers.
• Work in partnership with Account Management and Account Executives to maintain a high gross retention rate of your renewals and expand the pipeline within your accounts.
• Demonstrates strategic thinking in analyzing multifaceted client scenarios, accurately identifying root causes, and executing comprehensive remediation plans.
• Cultivates customer advocates at both the product and user level.
• Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).
• Mentor new ASM team members through shadowing, informal coaching, and knowledge sharing.
• Undertake any other tasks that may be assigned to help the company meet its goals.

• Own end-to-end customer implementations, serving as the primary delivery point of contact from kickoff through go-live
• Lead structured discovery to understand customer compliance programs, risk and control frameworks, and audit requirements
• Configure FloQast Compliance Management to align with customer processes, including risks, controls, workflows, and evidence collection
• Guide customers through best practices for structuring controls, documentation, and ongoing compliance processes
• Plan, manage, and execute implementation timelines, milestones, and deliverables across multiple concurrent customers
• Proactively manage risks, dependencies, and scope to keep implementations on track
• Lead customer working sessions and walkthroughs with confidence and professionalism
• Communicate clearly and consistently with customers, setting expectations and driving accountability
• Document configurations, decisions, and outcomes to support internal handoffs and long-term customer success
• Partner cross-functionally with internal teams as needed to resolve issues and ensure a high-quality delivery experience
• Support post go-live stabilization and early adoption efforts to ensure customers realize value quickly

Accounting Technology Consultant, Compliance

Account Manager

• Lead and grow a book of business for existing mid-market clients, proactively identifying white space opportunities to effectively expand partnerships within the FloQast customer base.
• Work cross-functionally with internal teams such as Customer Success, Sales Engineering, and Sales Operations.
• Manage the full lifecycle renewal, ensuring on-time growth and customer expansion, in partnership with the CSM team.
• Maintain accurate and up-to-date forecasts in Salesforce.com.
• Provide sales management with reports on sales activities and projects as requested.
• Act as a market expert, by continuously researching key competitors to ensure that our value proposition is communicated with authority and precision.
• Manage and maintain accurate renewal opportunities, and account information within Salesforce.com.
• Achieve or exceed monthly and quarterly targets.
• Navigate and resolve roadblocks by identifying the right stakeholders, networking, relationship building, coordinating internal resources to solve client’s issues and executing service agreements.
• Travel as required (up to 30%) within assigned territory to build face to face relationships and exceed goals.
• Other projects as assigned.

• Provide great customer service, product assistance, training, and consultative solutions to help clients achieve their close management and accounting operational goals within your assigned book of business.
• Identify opportunities to increase product adoption and account optimization across the platform to ensure a strong customer retention rate.
• Develop product expertise, staying up-to-date on the latest features and functionality.
• Collaborate effectively with immediate internal partners (Account Management, Implementation, Support, Product/Engineering) sharing insights based on the specific needs of your clients.
• Build long-term relationships with key stakeholders within your book of business. This includes establishing Quarterly Business Reviews (QBRs) alongside Account Management counterparts.
• Plan and lead virtual and in-person client meetings in partnership with Account Management to expand our footprint, foster end-user adoption, and mitigate churn.
• Act as the voice of the customer to understand the unique business needs of your accounts and provide direct product feedback to the Product and Engineering teams to ensure high customer satisfaction.
• Work in partnership with Account Management to maintain a strong gross retention rate of your renewals and expand the pipeline within your accounts.
• Applies basic problem-solving by understanding immediate client issues and following established remediation steps.
• Forecast and track key account metrics (e.g., churn, net revenue retention, product adoption).

Accounting Success Manager

Solutions Engineer

• Join various remote & on-site demonstration meetings with sales reps to help answer technical/operational compliance questions
• Project manage strategic post-sale implementations to ensure clients achieve their specific success metrics and realize the full value of FloQast Connected Compliance
• Effectively track success metrics during pre-sales discovery to communicate with post sales teams on why customers purchased FloQast (Close, Transform, Compliance)
• Lead internal training and design educational content to elevate the sales team’s compliance expertise, focusing on effective positioning, objection handling, and articulating the unique value proposition of the FloQast platform
• Coordinate with product, support & setup team(s) to understand roadmap developments & act as a liaison between direct sales & setup team to ensure a smooth implementation
• Assist partnership/consulting team in running demonstrations for PE and Partner firms
• Assist Customer Success team by joining calls with current clients to address compliance-related questions, support customer retention, continue to drive home and assist with tracking of success metrics
• Serve as the resident subject matter expert on the GRC landscape, analyzing competitor differences and historical win-loss data to refine sales strategies and strengthen partnership initiatives
• Revise & organize IT / sales collateral necessary for direct sales team
• Consult with the BVC (Business Value Consulting) team to build custom solutions and ROI metrics for Value engagements
• Respond to Compliance related RFPs
• Travel required, up to 30%

Solutions Architect, GRC

Recruitment

• Manage the recruitment lifecycle for technical roles, including Software Engineering, DevOps, Data Science, and Product Management.
• Partner with Engineering/Product Leadership to define role requirements, refine job descriptions, and develop targeted hiring strategies for niche technical skill sets.
• Utilize advanced Boolean search, LinkedIn Recruiter, and alternative platforms like GitHub, Stack Overflow, and specialized Slack communities to identify passive top-tier talent.
• Execute high-volume outbound messaging campaigns with a focus on personalized outreach to increase response rates from high-demand engineers.
• Conduct initial phone screens to evaluate candidates’ technical foundational knowledge, cultural alignment, and career motivations.
• Coordinate and facilitate technical assessments, including in person interviews, coding assessments, and zoom interviews.
• Create a positive, professional and welcoming candidate experience and represent FloQast throughout the hiring cycle with: timely and respectful follow ups to candidates, attention to detail in written and verbal communication accurate scheduling of interviews, and ensuring data integrity in our ATS.
• Successfully manage a high volume of scheduling phone interviews and on-site interviews for our R&D teams in San Jose.
• Maintain exceptional records and notes within our Applicant Tracking System (Lever).
• Develop and maintain strong relationships with our internal hiring teams and interviewers to ensure a smooth process.
• Assist with optimization and maintenance of our Applicant Tracking System and ensure: candidates are moved through the pipeline and responded to in a timely and accurate manner.
• Support the Recruiting team with process optimization projects and ad hoc opportunities.

Manager, Revenue Operations – Post-Sales

Enterprise Accounting Success Manager

Staff Software Engineer, Core Platform

Senior Software Engineer, Data

Vice President, Product, Applications

Senior Staff Software Engineer, Applications

Principal Software Engineer, Applications

Forward Deployed Accountant

Enterprise Accounting Success Manager

Accounting Technology Consultant, Compliance

Account Manager

Accounting Success Manager

Solutions Architect, GRC

Talent Acquisition Partner, Tech – Contract