What You'll Do:
- Territory & Operational Support: Assist EMEA and Global Sales teams with managing and optimizing territories, workflows, and resource allocation
- Reporting & Dashboards: Create and manage standardized reports, dashboards, and metrics to deliver actionable insights and align with team goals.
- Deal Desk Assistance: Collaborate with the deal desk on contract structuring, quote reviews, and ensuring policy compliance while maintaining accurate opportunity records in Salesforce.
- Data Management & Quality: Maintain clean, enriched CRM data, categorizing accounts and prospects by geography, persona, industry, and other key criteria.
- Order & Data Quality Audits: Review order forms, resolve discrepancies, and ensure compliance to support accurate bookings, invoicing, and reporting.
- Cross Functional Collaboration: Act as a liaison between sales, CS, marketing, and RevOps to address operational challenges and ensure cohesive support across teams.
- Process Optimization: Identify and implement scalable workflow and system improvements across sales and CS operations.
- Tech Stack Management: Support the team in leveraging tools such as Salesforce, CPQ, Cognism, Nooks, ZoomInfo, Outreach, and Gong to streamline processes and improve efficiency.
- Ad Hoc Projects: Take on additional tasks as needed to support team goals and company objectives.
What You'll Bring:
- 2+ years of relevant experience in sales operations, revenue operations, or a related field, ideally in a SaaS or international environment.
- Experience with Salesforce is required; familiarity with tools like CPQ, ZoomInfo, Outreach, or Gong is a plus.
- Strong analytical skills and experience with reporting tools and dashboards.
- Excellent organizational and time management skills with a proven ability to prioritize tasks effectively.
- A proactive, process-oriented mindset focused on improving efficiency and scalability.
- Strong communication (written and verbal) and interpersonal skills.
- Ability to work collaboratively across teams and respond to evolving business needs.
- Self-starter with a high level of initiative, follow-through, and attention to detail.
What the Team is Saying
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
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Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
