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The First Accounting Transformation Platform Powered by AI Agent
The Role
Manage and grow a book of mid-market accounts to drive renewals and expansion. Collaborate with Customer Success, Sales Engineering, and Sales Ops, maintain forecasts in Salesforce.com, meet quarterly targets, resolve client issues, and travel up to 30% to build relationships and close upsell opportunities.
Summary Generated by Built In
FloQast has a mission to support accounting and finance departments with workflow automation by accountants, for accountants. Founded in 2013 in Los Angeles, FloQast now has offices in New York, London and Australia!
The Account Manager will be joining a fast-growing team to help our technology company expand and renew our client base for our Accounting Workflow Automation solution. This Account Manager will be responsible for applying an understanding of FloQast’s products, sales methodology, processes, and prospecting techniques to our customer base. They will work closely with the Customer Success team to ensure we renew our client base while maintaining a high level of customer satisfaction. In this role, the main focus will be collaborating across Customer Success, Sales, and Product to ensure our clients renew and expand.
For candidates based in Chicago - This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.
*Visa sponsorship is NOT available at this time
What You'll Do:
- 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
What You'll Bring:
- 2+ years of demonstrated successful software sales, preferably B2B. You are confident in your ability to lead a sales process and close meaningful revenue.
- FloQast/Close Management Software knowledge highly desired.
- Experience using a consultative, solution based sales methodology.
- Proven record of success in an inside sales and or outside sales based selling model.
- Proven communication: Ability to command a conversation and build trust via telephone, email, and video with senior-level stakeholders.
- Proven resilience: You have a history of meeting or exceeding monthly and quarterly targets by staying focused and adaptable, even when faced with complex or shifting priorities.
- Experience using a solution-based sales methodology to uncover deep business pain points and develop trusted relationships with clients and internal teams.
- Proficiency with Microsoft Office products and online collaboration tools.
- Experience with CRM and opportunity management systems, preferably Salesforce.com and Outreach.
- Ability to develop, manage, and accurately forecast a robust pipeline.
- BA/BS or equivalent experience preferred.
#LI-Hybrid
#LI-SB1
The base pay range for this position is $90,000-$120,000. This position is eligible for a commission plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation, and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
About FloQast:
FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)
- Built In’s Best Place to Work in Los Angeles 6 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
Link to FloQast Recruiting AI Usage Policy
Top Skills
Salesforce.Com,Outreach,Microsoft Office,Floqast,Close Management Software
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The Company
What We Do
By automating and streamlining common accounting workflows to make them more efficient, FloQast is where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
Our cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Twilio, Gong, Instacart, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
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FloQast Teams
Leadership Team
About our Teams
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
Typical time on-site:
None
