FloQast

Accounting Manager

• 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.

Enterprise Accounting Success Manager

Product Manager

• Define and Drive Product Strategy: Own the vision, strategy, and roadmap for AI Transaction Matching. Partner closely with our senior Product and Engineering leadership to align the long-term vision of AI Transaction Matching with overall company goals.
• Enable Product Innovation: Identify and prioritize roadmap items that continue to drive customer value.
• Serve Enterprise Customers: Deeply understand the needs of our largest and most demanding customers. Translate these requirements into a prioritized roadmap that ensures our AI Transaction Matching product remains best in-class.
• Lead with Technical & Customer Expertise: Bring your technical acumen to guide the entire product lifecycle from ideation and requirements gathering to launch. Work closely with Engineering to build for the long term and make sound investments. Collaborate with Design on building user-friendly experiences.
• Influence and Evangelize: Act as the primary champion for AI Matching, building internal buy-in for the roadmap and communicating its value to stakeholders across the organization.

Product Manager – Close-Automation

Accountant

• Architect, deploy, and operationalize AI Agents that automate complex accounting processes to streamline accounting operations, strengthen internal controls, and accelerate financial processes.
• Lead high-impact transformation engagements with enterprise accounting teams to diagnose operational bottlenecks, evaluate financial processes, and identify opportunities to automate accounting workflows with AI Agents.
• Drive enterprise adoption and expansion by engaging directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization.
• Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems.
• Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic. This includes reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations.
• Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts. Design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes.
• Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth.
• Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects.
• Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops.
• Serve as a trusted advisor and ambassador of the Transform product line. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent building, and best practices for sustainable operational improvement.

Senior Forward Deployed Accountant

Product Designer

• Collaborate closely with Product, Engineering, and Design partners and own the end-to-end design and execution for major features and new offerings.
• Define strategy: Own the end-to-end design strategy for mission-critical feature areas within the FloQast platform from conception through launch and post-launch iteration.
• Translate complex AI capabilities and requirements into intuitive, trustworthy experiences that remove adoption barriers and help accounting teams realize value quickly.
• Partner closely with Product Management, Engineering, and Leadership to define product strategy, contributing a deep, user-centered perspective that defines feature opportunities with exceptional attention to detail.
• Ensure your surfaces are polished, easy to use, visually delightful, and maintain a high standard of quality and consistency across our enterprise platform and design system.
• Conduct and leverage qualitative and quantitative data (including user research, testing, and analytics) to ground design decisions, evaluate success, and advocate for the needs of accounting and finance professionals.
• Confidently own design execution in Figma, delivering concept designs, high-fidelity prototypes, and clear specifications to engineering partners, while finding creative ways to ship high-quality work in a fast-paced environment.
• Act as a design leader within the team, bringing clarity and alignment across projects, and offering mentorship to junior designers to foster a culture of design excellence.

Senior Product Designer

• Act as the principal authority on our design system and platform-level experiences
• Define Platform-Wide Experiences
• Design for Transformative AI
• Lead Design System Strategy and Transformation
• Influence Engineering Architecture
• Drive Design Enablement and Velocity
• Architect Product Vision and Roadmap
• Mentor and Coach
• Elevate Quality at Scale

Staff Product Designer – Platform, Design Systems

• Serve as the principal force in defining the future trajectory of the FloQast platform
• Define and drive design strategy for major, cross-functional product domains
• Act as the principal designer translating complex AI capabilities into intuitive experiences
• Partner closely with Product, Design, and Engineering Leadership to define product roadmap
• Set the bar for design quality across the entire platform
• Design and lead high-impact research initiatives to deepen understanding of users' unmet needs
• Own execution on complex projects, mentoring and coaching other designers
• Proactively influence stakeholders across the organization

Staff Product Designer, AI

Marketing

• Drive the strategy, execution, and measurement of account-based marketing programs designed to win new business and expand existing customer relationships.
• Collaborate closely with Account Executives, BDRs, Customer Success, and Marketing teams to create personalized, targeted, and high-impact campaigns.
• Own the strategy and execution of account-based programs across various marketing channels to deliver meaningful engagement, pipeline, and revenue.
• Lead campaign orchestration in Demandbase, ensuring execution and accurate measurement.
• Develop and own ABM measurement, collaborating with Marketing Operations to analyze performance data and improve key metrics.
• Manage ABM technology partnerships, evaluating and implementing tools for targeting and reporting.
• Work with Brand and Product Marketing teams to develop tailored messaging and assets.

Account-Based Marketing Manager

Full-stack Engineer

• Architect and lead development of production AI products including intelligent chatbots, document processing systems, and agentic workflows using Python and modern AI frameworks
• Design and implement our centralized AI platform including model routing, provider management, vector search, and AI application frameworks with seamless MCP (Model Context Protocol) integrations
• Build scalable AI products that integrate with diverse technologies including accounting systems, document repositories, and external APIs while maintaining robust monitoring and observability
• Master context engineering and system design for AI applications, ensuring optimal information retrieval, context assembly, and multi-turn conversation management
• Collaborate with Product, Engineering, and Security teams to ensure AI products are robust, compliant, and aligned with business objectives in the regulated accounting space
• Provide technical leadership and mentorship to the growing AI team, establishing best practices for AI product development, deployment, and governance

Staff Software Engineer, Core AI

Senior Software Engineer, AI

• Own the vision, strategy, and roadmap for core platform components, including shared services, APIs, and foundational user & admin experiences.
• Partner closely with senior Product and Engineering leadership to align platform investments with company goals and AI-powered platform vision.
• Serve as key partner to application-focused Product and Engineering teams to identify and prioritize shared services that create leverage and reduce time-to-market.
• Deeply understand enterprise customer needs and translate requirements into technical specifications and prioritized roadmap for enterprise-grade platform capabilities.
• Guide the entire product lifecycle from ideation and requirements gathering to launch, working closely with Engineering and Design to build long-term solutions.
• Act as primary champion for the platform, building internal buy-in, assisting Enterprise sales in customer deals, and enabling strategic partners to leverage platform capabilities.

Senior Product Manager, Platform

• Serve as a technical lead and manager for a small team of about 5 engineers while continuing to remain a hands-on contributor (spending ~60-70% on individual contribution and 30-40% on leadership/management).
• Be responsible for the output of the team, both in terms of velocity and quality.
• Manage the team’s day-to-day operations, including prioritizing and assigning tasks, addressing team issues, and conducting performance reviews.
• Serve as a bridge between the team and other stakeholders, including customers, product managers, and internal management.
• Provide technical mentorship to team members and ensure team members are working on tasks that match their skills.
• General project management, including planning, execution, and monitoring.
• Partner with key stakeholders to build critical core platform services and support FloQast applications from Close Management to Compliance.
• Responsible for architecture, functional specifications & design and helping set technical direction to accelerate innovation across application teams.

Technical Lead Manager

• Architect and Build: Design and implement core platform features that power FloQast's applications & workflows
• Technical Leadership: Lead technical design discussions and establish engineering best practices across the team
• Product Partnership: Collaborate with product and design to shape the roadmap and deliver exceptional user experiences for accounting teams
• Mentorship: Guide and develop other engineers through code reviews, pairing sessions, and technical workshops
• System Excellence: Drive improvements in system reliability, performance, and developer experience
• Strategic Decisions: Own critical technical decisions that impact the entire platform architecture
• Customer Focus: Engage with customers and internal stakeholders to understand workflows and deliver solutions that transform FloQast applications
• Innovation: Explore and implement new technologies to strengthen core platform services
• Partner with key stakeholders to build critical core platform services and support FloQast applications from Close Management to Compliance
• Responsible for architecture, functional specifications & design and helping set technical direction

Staff Software Engineer, Platform

Backend Engineer

• Architect and lead the development of highly available, resilient, and performant services using Java or Golang.
• Define and own the technical roadmap for the data platform, driving strategic initiatives and long-term architectural decisions.
• Provide technical leadership and mentorship to the entire team, guiding engineers through complex projects and promoting a culture of ownership and innovation.
• Deeply leverage and optimize AWS cloud infrastructure, with expertise in container orchestration, infrastructure as code, and site reliability engineering principles.
• Evaluate and introduce new technologies and tools to improve the efficiency, scalability, and reliability of the platform.
• Tackle the most complex and ambiguous technical challenges that span multiple services, such as designing for massive data growth, ensuring fault tolerance, or re-architecting critical legacy systems.
• Collaborate with senior leaders across Engineering, Product, and Security to align back-end strategy with business objectives and ensure the platform is secure, compliant, and reliable.

Senior Software Engineer, Back-End

Account Executive

• FloQast is the leading Accounting Transformation Platform focused on accounting workflow automation, founded in 2013
• The Account Executive will join the direct sales team to obtain new clients for FloQast's Accounting Workflow Automation solution
• Cultivate relationships with executives to close new business deals targeting opportunities with multi million dollar revenue or more
• Drive the sales cycle by coordinating and performing product demos and follow up calls, conduct pricing negotiations and contract process while meeting or exceeding revenue quota
• Network with potential clients to create and maintain a robust new business pipeline with regular prospect follow-up and nurturing
• Continuously improve knowledge and understanding of the competitive landscape, product value and customer needs to effectively position FloQast
• Build relationships with key influencers and decision makers via outbound efforts (phone, email and social media)
• Coordinate post-sale launch call between customer and the FloQast implementation team to ensure smooth handoff
• Collaborate with Sales and Marketing management and BDR Managers to improve processes and communication
• Provide input and feedback regarding competitive activity and future product direction
• Develop and maintain a deep understanding of clients' book-closing problems and how FloQast solves them
• Work effectively in a teamed environment
• Visa sponsorship is NOT available at this time

Account Executive, German/English Speaker

We are seeking a passionate, strategic, and customer-obsessed Director of Product Management to lead our product strategy and execution for our core product, Close Automation. This Director will play a pivotal role in shaping the future of FloQast’s core solutions, driving innovation in accounting workflow automation, and delivering measurable value to our customers.
This role involves leading a team of talented Product Managers, defining product vision, and collaborating cross-functionally with Engineering, Design, Sales, Marketing, and Customer Success.
*Visa sponsorship is NOT available at this time

Director of Product

Project Manager

• Manage implementation projects for upmarket and strategic customers, ensuring milestones are achieved on time and within scope
• Lead projects from kickoff through go-live, coordinating timelines, guiding deliverables, and driving customer success alongside Accounting Technology Consultants (ATCs)
• Create and maintain project plans, internal/external timelines, and client-facing status reports
• Act as primary point of contact for project communications with internal and client stakeholders and escalate issues as needed
• Drive adoption across all purchased modules and support FloQast implementation best practices
• Partner with ATCs or Partner Implementation Consultants to coordinate task execution and provide timely, responsive client support
• Participate in pre-sale conversations to align scope and timing expectations
• Support continuous improvement of implementation processes and coach ATCs serving as setup leads
• Track time diligently and manage multiple projects and priorities with effective organization and communication
• Work in-office 3 days per week (Tuesday - Thursday); expanding to 4 days per week (adding Mondays) starting in 2026
• Visa sponsorship is NOT available at this time

Professional Services Project Manager

• Develop and maintain an effective level of understanding of the tasks and challenges of GRC teams (e.g. overseeing SOX compliance, conducting risk assessments, performing internal audits).
• Define the product strategy and product roadmap based on overall business strategy and customer needs.
• Generate new products feature enhancements that improve user experience and drive growth.
• Translate product strategy into requirements and wireframes.
• Scope and prioritize activities based on business and customer impact.
• Create buy-in for the product vision both internally and with key customers.
• Engage users in pre-launch testing from concept to prototype and launch.
• Collaborate and work cross-functionally with other stakeholders including Design, Engineering, Marketing and Sales to ensure successful launches.