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.
FloQast Compensation & Benefits Highlights
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Healthcare Strength — Health coverage includes multiple medical plan options with some 100% employer‑paid, plus dental/vision, mental‑health access, and income‑protection coverage. Options are described as generous, with fully paid plans available for employees and in some cases families.
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Parental & Family Support — Parental support features paid leave commonly cited around 16 weeks for birthing parents, alongside fertility benefits via Carrot and a subsidized SNOO rental. Adoption assistance and broader family‑forming support are also referenced as part of the package.
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Leave & Time Off Breadth — Time away includes an unlimited PTO framework, generous vacation and sick time, and company‑wide Catch‑Up Days to recharge. Additional paid holidays and flexible time off constructs are highlighted.
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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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Employees work remotely.
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