What You'll Do:
- Qualify inbound leads generated through various marketing channels, such as website inquiries, content downloads, and event registrations
- Complete ad hoc projects for the Business Development, Revenue Operations, and Marketing departments through updating and/or fixing Salesforce, Outreach, and other systems that will help generate revenue
- Conduct qualification through emails, calls, etc., to engage with leads, understand their needs, and assess their fit for FloQast's solutions, to deliver intro-call-ready leads
- Warm up leads by providing relevant information and resources, addressing their inquiries, and establishing rapport to build trust
- Educate prospects about the value and benefits of FloQast's products, highlighting key features and use cases
- Utilize a consultative approach to understand prospects' pain points, challenges, and goals, and align them with FloQast's offerings
- Maintain accurate and up-to-date records of all lead interactions and prospect data in the CRM system
- Achieve and exceed monthly/quarterly targets for qualified leads and pipeline generation
- Continuously stay informed about industry trends, competitors, and market developments to effectively position FloQast's solutions
- Any other tasks that may be assigned to help the company meet its goals
What You'll Bring:
- Bachelor's degree in business, marketing, or a related field (or equivalent experience)
- 1 year experience with proven track record in a similar role, preferably in B2B SaaS or technology industry
- Excellent verbal and written communication skills with the ability to articulate complex concepts clearly and concisely
- Strong interpersonal skills and the ability to build rapport and establish relationships with prospects
- Results-driven mindset with a track record of meeting or exceeding targets and quotas
- Self-motivated and proactive with a strong sense of ownership and accountability
- Ability to quickly learn and understand software products and effectively convey their value proposition
- Familiarity with CRM systems (e.g., Salesforce), Marketing tools (HubSpot, Qualified/Drift, etc.) and sales engagement tools (e.g. Outreach/Salesloft, Orum, LinkedIn Sales Nav, Zoominfo) is a plus
- Knowledge of accounting, finance, or related fields is a bonus but not required
- Ability to thrive in a fast-paced, high-growth environment and adapt to changing priorities
Skills Required
- Bachelor's degree in business, marketing, or a related field, or equivalent experience
- 1 year of experience in a similar role, preferably in B2B SaaS or technology
- Excellent verbal and written communication skills
- Strong interpersonal skills and ability to build rapport with prospects
- Results-driven mindset with a record of meeting or exceeding targets and quotas
- Self-motivated and proactive with ownership and accountability
- Ability to quickly learn software products and communicate their value
- Familiarity with CRM, marketing, and sales engagement tools
- Knowledge of accounting, finance, or related fields
- Ability to thrive in a fast-paced, high-growth environment and adapt to changing priorities
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
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.








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