The FloQast Account Manager will be responsible for applying an understanding of FloQast’s products, sales methodology, processes, prospecting techniques to our customer base. They will work closely with the Customer Success team to ensure we expand our client base while maintaining a high level of customer satisfaction. In this role you will focus on collaborating across Customer Success, Sales and Product to ensure our clients renew and expand.
No visa sponsorship is available at this timeWhat You'll Do:
Manage a book of business of existing clients to effectively expand accounts usage of new products, working hand in glove with the ASM Team
Own renewal process, ensuring client renewals & capitalizing on user upsell opportunities
Research accounts, identify key champions, generate interest and obtain business requirements
Maintain accurate and up-to-date forecasts
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 leads, 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
Other projects as assigned
What You'll Bring:
BA/BS or equivalent experience preferred
3+ 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
Travel up to 30%
#LI-Hybrid
Skills Required
- 3+ years of demonstrated successful software sales, preferably B2B
- Proven record of success in inside and/or outside sales
- Experience with CRM and opportunity management systems (preferably Salesforce.com and Outreach)
- Proven ability to develop and manage pipeline and forecasting
- Excellent written and verbal communication skills
- Ability and resilience to work in a fast paced sales environment and meet/exceed targets
- Ability to develop trusted relationships with clients and internal teams
- Proficiency with Microsoft Office products and online collaboration tools
- Willingness to travel up to 30%
- BA/BS or equivalent experience
- FloQast or Close (close.io) management software knowledge
- Experience using a consultative, solution-based sales methodology
What the Team is Saying
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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.
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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Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
