FloQast

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 (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.

Enterprise Accounting Success Manager

• 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.

Talent Acquisition Partner, Tech – Contract

Account Executive

• Cultivate relationships with executives in the mid-market space to close new business deals
• 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 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 customer and the FloQast implementation team to ensure smooth handoff from pre to post sales for new clients
• Work closely with the BDR team to ensure an appropriate level of communication and cohesiveness through all levels of the sales organization
• Work cross functionally by providing 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
• Collaborate with strategic external partners for client implementations
• 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 30%

Account Executive – Corporate

• Manage the recruitment process including reviewing applicants, sourcing, scheduling and conducting initial recruiter phone interviews for both inbound and sourced candidates.
• Creatively source candidates from multiple channels including referrals, research, networking events, universities, etc. for roles.
• Build and maintain pipelines and databases of qualified candidates by prospecting on a daily basis.
• Effectively handle scheduling phone interviews and on-site interviews for assigned roles.
• Provide superior candidate experience throughout the hiring cycle with timely and respectful follow-ups to candidates and attention to detail in written and verbal communication.
• Optimize and maintain job postings and candidate pipelines within the Applicant Tracking System (Lever).
• Collaborate with the Talent Acquisition team on various recruiting projects, process improvements and other administrative tasks.
• Support HR as needed to ensure a smooth transition from candidate to new hire.
• Any other tasks that may be assigned to help the company meet its goals.

Talent Acquisition Specialist – Contract

Growth Marketing

• Act as the connective tissue between Transform and all GRO functions, ensuring GTM alignment as the product scales from early adoption to broad market penetration.
• Own and continuously iterate our AI/Transform positioning in BDR outreach, adapting messaging and strategy based on market feedback and perception.
• Develop frameworks for AI & Transform lead generation across different sales motions (e.g., PLG vs. Enterprise), partnering with BDRs, Marketing, and Alliances to optimize pipeline creation.
• Support creation of case studies, one-pagers, on-demand demos, and other collateral that equip the field and partners to tell the Transform story effectively.
• Ideate, run, and measure ad-hoc strategic initiatives to optimize top-of-funnel performance across different customer segments.
• Provide hands-on support to the GM on priority projects spanning GTM, sales strategy, and cross-functional execution.

Growth and Strategic Initiatives Associate

• 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%

FloQast

Enterprise Accounting Success Manager

Accounting Technology Consultant, Compliance

Account Manager

Accounting Success Manager

Solutions Architect, GRC

Talent Acquisition Partner, Tech – Contract

Account Executive – Corporate

Account Executive

Talent Acquisition Specialist – Contract

Growth and Strategic Initiatives Associate

Account Executive, Enterprise Accounts

Account Executive, Enterprise Accounts

Account Executive, Enterprise Accounts