FloQast

People Operations

• The People Strategy Consultant will be engaged to produce the following deliverables:
• - **Employee Relations Framework. **Design and document an employee relations framework, including supporting policies, escalation pathways, and reference materials, delivered as a defined work product.
• - **Annual Performance Review and Merit Enablement.** Develop the enablement package for FloQast’s annual performance review and merit cycle, including training materials and the delivery of associated training sessions to designated stakeholders.
• - **Workstream Playbooks.** Build a set of workstream playbooks documenting defined people-operations processes, delivered as completed reference documentation.
• - **Calibration Consolidation and Visualization. **Develop a consolidated calibration framework and supporting visual tools to streamline the review and alignment of performance calibration data across teams, delivered as a defined work product.
• - **PBP Process Optimization and AI-Integration. **Evaluate and optimize existing PBP processes and identify opportunities for AI-integration to improve efficiency and accuracy, delivered as a documented recommendations package and updated process flows.
• - **PBP Toolkits and Enablement Materials Update. **Review and update existing PBP toolkits and enablement materials to reflect current best practices and organizational needs, delivered as revised reference documentation.
• - **Policy Review and Optimization.** Conduct a comprehensive review of existing People-function policies and deliver optimized policy documentation with recommended updates, delivered as a completed policy package.
• The People Strategy Consultant would be engaged to produce and deliver these work products. The People Strategy Consultant is not engaged to perform ongoing day-to-day operational duties, to manage or supervise FloQast personnel, or to occupy a standing role within the People team.

People Strategy Consultant

Developer Relations

• Elevate engineering productivity at scale by designing, standardizing, and evolving our CI/CD platforms and infrastructure workflows.
• Sit at the intersection of platform engineering and developer enablement, primarily focusing on modern CI/CD systems and infrastructure as code using Terraform.
• Define standards, reduce friction in the software delivery lifecycle, and create self-service infrastructure patterns that scale across teams.
• Partner with engineering leadership and cross-functional teams to ensure the software development lifecycle is secure, automated, observable, and optimized for speed and reliability.
• Mentor senior engineers and influence architectural decisions across the organization.

Staff Software Engineer – Developer Experience

Operations

• The Director of Product Strategy & Operations is a senior individual contributor reporting to the SVP of Product. You are the force multiplier for Product leadership and the operating backbone of how we build.
• Quarterback the annual, quarterly, and monthly planning cadence for the Product organization — from inputs (market, customer, competitive, data) to outputs (roadmap, OKRs, investment thesis).
• Develop a point of view on portfolio investment. Where do we lean in? Where do we divest? What does the portfolio add up to? Pressure-test PM proposals with data and structured argument.
• Drive executive-level product reviews. Prepare the SVP/CPO for board, ELT, and all-hands moments with materials that hold up under scrutiny and end the meeting with a decision.
• Build the frameworks that let us say no to good ideas in favor of better ones — and make those trade-offs legible to the rest of the company.
• Own the Product organization’s KPI system: leading and lagging indicators, OKRs, instrumentation standards, NPS methodology, and the exec dashboards that surface product health across the portfolio.
• Run the product analytics stack and the in-app guidance program. Set the bar for how PMs use data.
• Build the operating mechanisms — weekly, monthly, quarterly — that surface what is working and what is not, early enough to act on it.
• Embed voice of customer into every product decision. Close the loop between Product, CX, Sales, and Marketing so feedback drives prioritization, not just listening sessions.
• Own the end-to-end launch motion: beta to GA to adoption, in lockstep with Marketing, Sales, Customer Success, and Support.
• Raise the PM bar. Partner with the SVP/CPO on hiring profiles, leveling and career ladders, onboarding, and the day-to-day tools PMs depend on.

Director, Product Strategy – Operations

SDET

• Design, develop, and maintain automated test frameworks for APIs, UI, and end-to-end testing.
• Work closely with development teams to integrate automated tests into the CI/CD pipeline.
• Identify, document, and track defects, ensuring timely resolution and root cause analysis.
• Participate in design and code reviews to ensure quality is built in from the start.
• Develop and execute test strategies, plans, and metrics for new and existing features.
• Contribute to improving test processes, coverage, and overall system reliability.
• Mentor junior SDETs and advocate for quality best practices across teams.

Senior SDET

Marketing

• Develop and execute a region of FloQast’s North America Field Marketing strategy as we engage, empower, and execute initiatives supporting lead generation, pipeline acceleration, and customer adoption.
• Develop integrated, data-driven marketing plans aligned with corporate programs, collaborating cross-functionally to identify and execute field-driven activities—such as regional events, tradeshows, virtual sessions, and digital campaigns.
• Track and analyze key performance metrics to evaluate the success of field marketing activities.
• Provide regular updates and insights to leadership, and use data to inform strategic adjustments.
• Conduct regular check-ins and cadence calls regarding marketing strategy, planned initiatives, status updates and current results with key business stakeholders, regional sales leaders, marketing team members, etc.
• Partner closely with our sales and sales development teams to accelerate pipeline in our target accounts and increase conversions to drive net new revenue growth.
• Contribute to the creation of marketing efforts that are programmatic and scalable by documenting best practices and lessons learned.
• Any other tasks that may be assigned to help the company meet its goals.
• Travel required up to 30%.

Field Marketing Manager

Account Executive

• 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, conducting pricing negotiations and contract processes 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 and product value. and customer needs so you can effectively position FloQast to prospective customers
• Build relationships with key influencers and decision-makers via outbound efforts (phone, email, and social media)
• Coordinate post-sale launch call between the customer and the FloQast implementation team to ensure smooth handoff from pre to post-sales for new clients
• Collaborate directly with other Sales and Marketing management personnel to facilitate frequent and open communications regarding the performance of the team and explore ways to improve all related processes
• Work closely with BDR Managers to ensure an appropriate level of communication and cohesiveness through all levels of the sales organization
• Provide input and feedback regarding competitive activity and future product direction
• Develop and maintain a deep level of understanding of the problems our clients face with effectively closing their books and the way in which FloQast helps solve these challenges
• Work effectively in a teamed environment
• Any other tasks that may be assigned to help the company meet its goals
• Travel as required within assigned territory to accomplish and exceed goals, up to 40%

Account Executive – Enterprise Accounts

Full-stack Engineer

• Help architect, build, and scale the AI products that power our accounting automation platform.
• Contribute to the technical direction of AI across FloQast.
• Build AI applications to solve complex accounting workflow challenges.
• Collaborate with Product, Engineering, and Security teams to ensure AI products are robust and compliant.
• Provide technical guidance and mentorship to other engineers on the AI team.

Senior Software Engineer – Core AI

Business Development Rep

• Develop and maintain an effective level of understanding of the problems our clients face and the way FloQast helps solve them
• Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads)
• Meet or exceed daily/weekly activity targets for Sales Activities including, conversations with key influencers and decision makers via outbound efforts (phone, email, and social media), Scheduling and conducting introductory qualifying calls, and Converting qualified prospects to scheduled demos for our Account Executives
• Document activities in sales force automation systems
• Effectively communicate with other stakeholders, including supported Account Executives, marketing team and sales management

Business Development Representative – Enterprise

Support Engineer

• Unblock customers when they face technical obstacles across FloQast's Accounting Transformation Platform and suite of integrations.
• Deliver timely and trustworthy technical resolutions, ensuring customers realize the full value of FloQast.
• Partner closely with local Customer Success and Sales teams to deliver technical expertise to the region.
• Participate in daily standups and internal Slack discussions to collaborate on active tickets and projects.
• Mentor fellow TSEs through shadowing sessions, ticket reviews, and live ticket collaboration.

Senior Technical Support Engineer – Integrations

Solutions Engineer

• Join various remote & occasional on-site demonstration meetings with sales reps to help answer technical/operational accounting questions.
• Conduct in-depth value based product demonstrations to prospects and customers.
• Participate in webinars, trade-shows and industry events to promote the product.
• Elevate sales team’s accounting knowledge to better understand & cater to prospect needs.
• Continuously strategize with direct sales team members on positioning, objection handling, and next steps.
• Lead various internal training sessions to enhance accounting knowledge.
• Leverage statistical analysis of each stage within the sales cycle to place additional emphasis on areas of need.
• Coordinate with product, support & setup team(s) to understand and provide feedback for roadmap developments, standard support inquiries with respect to cloud storage partners & act as a liaison between direct sales & setup team to ensure a smooth implementation.
• Collaborate with Marketing to support the development of collateral.
• Effectively communicate intangible or cultural impact experienced by sales reps on the floor.
• Provide a deeper understanding to the direct sales team as to why current clients have purchased FloQast (experience, stories, etc.)
• Assist partnership/consulting team in running demonstrations for PE and/or Accounting firms.
• Assist Customer Success team by joining calls with current clients to address accounting-related questions.
• Have a detailed understanding of the current competitive landscape to act as a subject matter expert to direct sales & partnership teams when outlining differences between FloQast and others in the marketplace.
• Organize IT / sales collateral necessary for the direct sales team.
• Increase individual close rates.
• Assist in technical or IT evaluations regarding the FloQast application.

Solutions Consultant, Accounting Experience

• Own the end-to-end development of medium-to-large features and systems, ensuring they scale over quarters and years.
• Demonstrate deep architectural thinking by designing and documenting system interactions that prioritize long-term maintainability.
• Propose and drive technical direction at the team level, identifying and reducing systemic issues such as scalability bottlenecks and developer productivity hurdles.
• Make visible improvements to system performance, reliability, and cost-efficiency within your owned domains.
• Lead the technical design, implementation, and delivery of complex systems and cross-functional initiatives with minimal oversight.
• Partner with Product Managers to establish realistic timelines and priorities, navigate feature trade-offs, and balance immediate business needs with long-term technical health.
• Consistently meet all published quarterly velocity and quality goals while maintaining high deployment standards.
• Design AI-friendly APIs, layer MCPs on top, and build the next generation of agentic workflows for accounting and finance in your domain.
• Drive the team's adoption of agent-first development workflow to design and deliver robust & scalable solutions
• Consistently mentor 1–2 engineers regularly and provide guidance to multiple peers across the team.
• Act as a "go-to" engineer within your subdomain, proactively raising and solving team-level technical problems.
• Regularly provide constructive feedback to improve the performance of others and unblock peers to maintain team momentum.
• Influence hiring, onboarding, and overall team culture.

Senior Software Engineer, Applications

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

• 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