What You'll Do:
- Drive Transform & AI Agents Sales: Develop and execute a targeted sales strategy to promote FloQast Transform, meeting or exceeding revenue goals through new business acquisition and upsell opportunities within the existing customer base.
- Collaborate with Sales Teams: Partner with Account Executives and Business Development Representatives as an overlay specialist, providing Transform-specific expertise during sales cycles to close deals effectively.
- Customer Engagement: Build strong relationships with CFOs, Applied AI, CTO’s, controllers, and accounting leaders, understanding their pain points and demonstrating how Transform solves their challenges with actionable ROI.
- Product Evangelism: Act as the subject matter expert for Transform, delivering compelling presentations, demos, and proposals that highlight its value in transforming accounting workflows.
- Pipeline Management: Maintain an accurate sales pipeline, forecast revenue, and track progress using CRM tools (e.g., Salesforce) to ensure consistent performance.
- Cross-Functional Partnership: Work closely with Product, Marketing, and Customer Success teams to align sales strategies, refine messaging, and ensure a seamless customer experience.
- Market Insights: Stay ahead of AI industry trends, competitor offerings, and customer needs to inform sales tactics and contribute to Transform’s ongoing development.
- Team Enablement: Train and coach sales reps on Transform’s unique selling points, ensuring the broader team is equipped to identify and pursue opportunities.
What You'll Bring
- 5+ years of B2B SaaS sales experience, with at least 2 years in a sales leadership or overlay role; experience selling to finance/accounting teams is a strong plus.
- Experience with RPA or similarly bespoke, value-based technology sales is highly desirable.
- Demonstrated success in meeting or exceeding sales quotas, ideally with a focus on technology solutions that drive process transformation.
- Familiarity with accounting workflows, financial close processes, or fintech solutions; prior experience with FloQast or similar tools is a bonus.
- Exceptional communication, negotiation, and presentation skills; ability to translate technical product features into customer-centric benefits.
- Proficiency with CRM platforms (e.g., Salesforce) and sales enablement tools; comfort with data-driven decision-making.
- Ability to thrive in a team-oriented environment, working seamlessly with sales, marketing, and product teams.
- Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience).
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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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Employees work remotely.
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