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
Top Skills
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!












