FloQast

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

Accounting Manager

• Cultivate Strong Relationships: Build and nurture robust, long-term relationships with key stakeholders (including Controllers, Accounting Managers, CFOs, Business Systems/Operations, and IT) within our mid-market accounts.
• Deliver Consultative Solutions: Provide great 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 clients.
• Advocate for Clients: Understand the unique business needs of your 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.
• Support Growth Initiatives: Strategize with Sales and Account Management to expand the pipeline within your 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.
• Track Key Metrics: Forecast and track key account metrics (e.g., quarterly sales results, NRR, CSQOs).
• Contribute to Team Goals: Undertake any other tasks that may be assigned to help the company meet its goals.

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

Account Executive, Corporate

• 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
• 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%
• Collaborate with strategic external partners for client implementations

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.
• Travel will be required up to 25%.

Solutions Consultant, Accounting Experience

Security Engineer

• Work in partnership with other FloQast IT teams to design, implement, and maintain corporate IT security systems, ensuring compliance
• Lead third-party vendor and contractor security reviews
• Audit and harden 3rd party SaaS systems for security best practices, leading remediation efforts
• Ensuring security configurations across our corporate environment are documented and maintained
• Regularly triage security events and ensure ongoing health of our Managed Detection & Response (MDR) partner
• Own the analysis and documentation of security events & incidents, including investigating & escalating issues and participating in security event escalations
• Maintaining existing compliance attestations and participating in risk assessment exercises
• Lead vulnerability management efforts, ensuring issues are triaged, prioritized, and remediated according to defined SLA’s
• Maintain and secure internal corporate endpoints (macOS and Windows)
• Administer endpoint management platform for enterprise-wide monitoring and dash boarding
• Participate in Agile scrum ceremonies for project and initiative tracking
• Lead security awareness and training programs
• Stay abreast of new and emerging security technologies and paradigms

IT Security Engineer III

Full-stack Engineer

• Drive significant technical impact in our Applications group
• Partner with key stakeholders to build critical core platform services
• Support FloQast applications from Close Management to Compliance
• Shape the architecture and direction of our platform
• Responsible for architecture, functional specifications & design
• Help set technical direction
• Impact other application teams
• Support end users by greatly accelerating innovation at FloQast

Senior Staff Software Engineer, Applications

DevOps Engineer

• Lead, mentor, and scale a DevOps organization; build career paths and leadership bench
• Define and execute the DevOps, reliability, and observability strategy aligned with business goals
• Own platform reliability, availability, and performance for a production SaaS platform
• Establish and mature observability practices (metrics, logs, traces, alerts, dashboards)
• Drive infrastructure initiatives across AWS focused on scalability, resilience, and modernization
• Own and mature incident management including on-call, response, executive communication, and postmortems
• Oversee day-to-day operational excellence including CI/CD, deployments, and environment health
• Set and manage cloud cost strategy, forecasting, and optimization in partnership with Finance
• Partner with Security and Compliance on SOC2, SOX, and audit readiness
• Support AI/ML and data platform workloads as part of the broader infrastructure strategy

Senior Manager, DevOps

• 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

Principal Software Engineer, Applications

• 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 of service agreements.
• Travel as required (up to 30%) within assigned territory to build face to face relationships and exceed goals.
• Other projects as assigned

• 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 of service agreements
• Travel as required (up to 30%) within assigned territory to build face to face relationships and exceed goals
• Other projects as assigned

Accounting Success Manager

• Leading client kick-off calls and giving them an overview of the FloQast implementation process and timeline
• Reviewing clients' current close documentation and advising them on best practices within the software
• Organizing the client close checklist into a customized Excel file (known as a “mapping document”) that will form the basis for their FloQast account
• Establishing and maintaining client relationships mainly through phone and email communication
• Managing client progress and driving status update meetings internally
• Tracking client adoption and driving the optimization of their FloQast account
• Maintaining a deep comprehension of the FloQast application and functionality
• Training domestic and international accounting teams through screenshare on how to use the FloQast software during their month-end close
• Point person for technical product support and accounting-related questions during implementation
• Travel will be required up to 15%.

Account Manager

Accounting Manager

Account Executive – Corporate

Account Executive, Corporate

Account Executive

Solutions Consultant, Accounting Experience

IT Security Engineer III

Senior Staff Software Engineer, Applications

Senior Manager, DevOps

Principal Software Engineer, Applications

Account Manager

Account Manager

Accounting Success Manager

Accounting Success Manager

Accounting Technology Consultant