The First Accounting Transformation Platform Powered by AI Agent
The Role
The Associate develops prospecting plans, sources financial partners, supports managers, drives sales, organizes marketing efforts, and utilizes Salesforce for lead management.
Summary Generated by Built In
Great Private Equity and Venture Capital firms look for creative ways to help their investments grow and be more successful. The FloQast Private Equity & Venture Capital Alliances Program was created to help those firms drive more value for their investments by improving the accounting and finance department’s workflow to close the books faster & more accurately. The Associate’s role is to help the Alliance Managers source PE/VC partners to build FloQast’s network of preferred partners, bringing added value to their portfolio companies and investments. We drive new sales and also influence current prospects through our partnership efforts.
*Visa sponsorship is NOT available at this time
This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays.
What You'll Do:
- Develop and execute on a strong prospecting plan of attack, including email and call scripts tailored specifically towards PE & VC investors
- Source, schedule and create value pitches for your Alliance Managers
- Support Alliance Managers in creating multi-level relationships within firms, from Operating Partner to Investors
- Organize and fill targeted marketing efforts - including events and webinars - to connect with new partners and source opportunities
- Lead trainings with FloQast’s Sales team to educate them on our PE & VC partnership efforts
- Create custom Private Equity messaging for Alliance Managers, AEs & BDRs to leverage in their outreach
- Self source high-quality leads from the portfolio of investments from each PE/VC firm
- Coordinate with internal resources to accomplish goals, enable partners, and keep partners engaged with FloQast
- Track all relevant qualification and lead management activity using Salesforce.com
- Create custom reports and lists using Pitchbook
- Identify opportunities for new alliances and partnerships to expand FloQast’s reach, while maintaining a solid pipeline of new potential partners
- Occasional travel required
What You'll Bring
- 2+ Years working or partnering with a Financial Services firm
- Bachelor Degree or equivalent experience required
- Solid attention to detail
- Builder mindset, comfortable sharing ideas, trying new approaches and focused on achieving team and company short and long term goals
- Flexible and adaptable in high growth, start-up environment
- Strong ability to drive execution of strategic initiatives and tactics
- A track record of working in a fast-paced environment, setting your own demanding expectations, inspiring and supporting your teammates and exceeding those expectations
- Ability to understand FloQast’s products as well as to interact with product, marketing, sales, and operational teams and executives through a variety of channels
- Driven to hit and exceed performance targets
#LI-Hybrid
#LI-LB1
The base pay range for this position is $80,000 - $110,000. This position is eligible for a commission plan in addition to base pay. 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 Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.
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 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)
- Built In’s Best Place to Work in Los Angeles 6 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
Top Skills
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Salesforce
What the Team is Saying
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President and CRO
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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
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About our Teams
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
Typical time on-site:
None
