Account Manager, Northern California

Sorry, this job was removed at 04:50 p.m. (UTC) on Wednesday, Jul 29, 2026
Hiring Remotely in San Francisco, CA, USA
In-Office or Remote
90K-120K Annually
Junior
Artificial Intelligence • Fintech • Software
The First Accounting Transformation Platform Powered by AI Agents
The Role
The Account Manager will manage a portfolio of existing mid-market clients, ensure renewals, expand partnerships, and work cross-functionally with teams to exceed sales goals.
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 AI Accounting Transformation platform. 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.

This is a remote position, but candidates MUST be based in the Bay Area. 

*Visa sponsorship is NOT available at this time

What You'll Do:

  • Lead a book of business for existing mid-market clients 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 a book of business of existing clients to effectively ensure on-time growth and customer expansion working 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.
  • Pursue and increase knowledge of key competitors to ensure that our value proposition is effectively communicated to customers.
  • Manage and maintain accurate renewal opportunities, and account information within Salesforce.com.
  • Achieve or exceed monthly and quarterly targets.
  • Networking, relationship building, coordinating internal resources to solve client’s issues and execution of service agreements.
  • Travel as required within assigned territory to accomplish and exceed goals, up to 30%.
  • Other projects as assigned.

What You'll Bring:

  • BA/BS or equivalent experience preferred.
  • 2+ years of demonstrated successful software sales, preferably B2B.
  • FloQast/Close Management Software knowledge highly desired.
  • Experience using a consultative, solution based sales methodology desired.
  • Proven record of success in an inside sales and or outside sales based selling model.
  • Excellent written and verbal skills with a proven ability to communicate effectively via telephone and email with customers.
  • Ability and resilience to work in a fast paced sales environment with a proven history of meeting or exceeding monthly and quarterly targets.
  • Ability to 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.
  • Proven ability to develop and manage pipeline and forecasting.

#LI-remote
#LI-SB1
#BI-remote
 
 
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.

Skills Required

  • BA/BS or equivalent experience
  • 2+ years of demonstrated successful software sales
  • FloQast/Close Management Software knowledge
  • Experience using a consultative, solution based sales methodology
  • Excellent written and verbal skills
  • Ability to develop trusted relationships with clients and internal teams
  • Proficiency with Microsoft Office products
  • Experience with CRM and opportunity management systems

What the Team is Saying

FloQast Compensation & Benefits Highlights

  • Healthcare Strength Healthcare coverage includes multiple plan options with some 100% employer‑paid for employees and families, plus dental/vision and Talkspace access. Supplemental protections like life and disability insurance and optional critical illness/accident coverage are also provided.
  • Parental & Family Support Paid parental leave is described at 16 weeks for birthing parents and 12 weeks for non‑birthing parents, alongside global family‑forming support through Carrot and related financial assistance. New‑parent perks such as subsidized SNOO rental and adoption assistance are also highlighted.
  • Leave & Time Off Breadth Time‑off programs include generous or unlimited PTO, paid sick time and holidays, and company‑wide Catch‑Up Days that add extra recharge time. These programs are presented as a core part of the package.

FloQast Insights

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The Company
HQ: Los Angeles, CA
800 Employees
Year Founded: 2013

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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