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.
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.
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
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FloQast Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is presented as comprehensive, with multiple medical plan options (some fully employer‑paid) alongside employer‑paid life and disability and access to therapy. Dental and vision are often described as fully covered, adding tangible value to total rewards.
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Parental & Family Support — Family‑forming support and paid parental leave (e.g., 16 weeks for birthing parents and 12 weeks for non‑birthing) are highlighted, plus a subsidized SNOO bassinet. These offerings provide meaningful support for growing families.
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Leave & Time Off Breadth — Unlimited PTO combined with company‑wide Catch‑Up Days and generous sick time creates additional recharge opportunities. Time‑off policies are emphasized across job materials and benefits overviews.
FloQast Insights
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
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
