The First Accounting Transformation Platform Powered by AI Agents
The Role
Generates new business opportunities for a SaaS accounting solution through outbound calls, emails, social media, referrals, and inbound leads. Builds prospect lists, engages CFO-office stakeholders, qualifies prospects, schedules demos for Account Executives, tracks activities in Salesforce, meets activity targets, and collaborates with Sales, Marketing, and management.
Summary Generated by Built In
The Business Development Representative (BDR) is a high impact position that will be joining our rapidly growing sales team to help obtain new clients for our SaaS accounting solution. We are looking for motivated individuals who are determined to add value and are driven by team wins and sales commissions. Our solution is targeted at those responsible for the finance and accounting functions within organizations of all types and sizes. We call on key client stakeholders within the office of the Chief Financial Officer (CFO). If you are looking to advance your career, this role will serve as the foundation for an exciting pathway into sales.
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
- Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives at potential clients
- Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions for FloQast to help resolve them
- Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads)
- Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media etc.
- Meet or exceed daily/weekly activity targets for: Conversations with key influencers and decision makers via outbound communication efforts; Scheduling and conducting introductory qualifying calls; Converting qualified prospects to scheduled demos for Account Executives
- Track progress and document activities in Salesforce automation systems
- Effectively work cross functionally with stakeholders, including Account Executives, Marketing, and Sales Management
What You'll Bring
- 2+ years in a customer facing role OR prior accounting/finance experience or related field with the interest of starting your career in sales
- Demonstrated ability and desire to learn new concepts
- Eager to be coached
- Commitment to self-improvement and success
- Team player with a collaborative orientation
- Ability to remain organized and execute in a fast-paced environment
- Tenacious and committed to exceeding targets
- Excellent verbal and written communication skills
- Competitive, ambitious and driven, with a self-starter attitude
- Interested in starting a sales career, or having demonstrated sales experience in previous types of roles
Nice-to-Haves:
- Cold calling and/or Salesforce.com experience a plus but not required
- Finance or FinTech experience is a huge bonus but not required
#LI-JP1
#LI-Hybrid
#BI-Hybrid
The base pay for this position is $70,000. This position is eligible for a commission plan in addition to base pay with an OTE of $95,000. Compensation is not limited to base salary. 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, and Unlimited Vacation. 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 AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.
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 2025, 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)
- Built In’s Best Place to Work in Los Angeles 7 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
Skills Required
- 2+ years in a customer-facing role, or prior accounting/finance experience or a related field
- Ability and desire to learn new concepts
- Eagerness to be coached
- Commitment to self-improvement and success
- Team-oriented and collaborative approach
- Ability to stay organized and execute in a fast-paced environment
- Tenacity and commitment to exceeding targets
- Excellent verbal and written communication skills
- Competitive, ambitious, driven, and self-starting attitude
- Interest in starting a sales career or demonstrated sales experience
- Cold calling experience
- Salesforce.com experience
- Finance or FinTech experience
FloQast Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is described as 100% employer‑paid for employees and families in some plans, with multiple plan choices, HSA/FSA options, and free access to Talkspace. Feedback suggests employer‑paid disability and life insurance further bolsters the core medical offering.
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Parental & Family Support — Parental and family support features generous paid leave for birthing and non‑birthing parents, adoption/fertility assistance, and global family‑forming benefits. Feedback suggests extras like a SNOO subsidy and Carrot support make this area notably comprehensive.
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Leave & Time Off Breadth — Time off breadth includes unlimited PTO plus company‑wide “Catch‑Up Days,” alongside paid holidays, vacation, and sick time. Feedback suggests these recharge days help ensure meaningful downtime beyond standard leave.
FloQast Insights
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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
FloQast Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
Los Angeles Headquarters
Austin, TX
Chicago, IL
London
New York, NY
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Pune, India
San Jose, CA
Sydney
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