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floqast

Account Manager

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The FloQast Account Manager will be responsible for applying an understanding of FloQast’s products, sales methodology, processes, prospecting techniques to our customer base. They will work closely with the Customer Success team to ensure we expand our client base while maintaining a high level of customer satisfaction. In this role you will focus on collaborating across Customer Success, Sales and Product to ensure our clients renew and expand.

No visa sponsorship is available at this time

What You'll Do:

  • Manage a book of business of existing clients to effectively expand accounts usage of new products, working hand in glove with the ASM Team

  • Own renewal process, ensuring client renewals & capitalizing on user upsell opportunities

  • Research accounts, identify key champions, generate interest and obtain business requirements

  • Maintain accurate and up-to-date forecasts

  • Provide sales management with reports on sales activities and projects as requested

  • Pursue and increase knowledge of key competitors to ensure that our value proposition is effectively communicated to customers

  • Manage and maintain accurate leads, opportunities, and account information within Salesforce.com

  • Achieve or exceed monthly and quarterly targets

  • Networking, relationship building, coordinating internal resources to solve client’s issues and execution of service agreements

  • Other projects as assigned

    • What You'll Bring:

  • BA/BS or equivalent experience preferred

  • 3+ years of demonstrated successful software sales, preferably B2B

  • FloQast/Close Management Software knowledge highly desired

  • Experience using a consultative, solution based sales methodology desired

  • Proven record of success in an inside sales and or outside sales based selling model

  • Excellent written and verbal skills with a proven ability to communicate effectively via telephone and email with customers

  • Ability and resilience to work in a fast paced sales environment with a proven history of meeting or exceeding monthly and quarterly targets

  • Ability to develop trusted relationships with clients and internal teams

  • Proficiency with Microsoft Office products and online collaboration tools

  • Experience with CRM and opportunity management systems, preferably Salesforce.com and Outreach

  • Proven ability to develop and manage pipeline and forecasting

  • Travel up to 30%

    • #LI-BT1
    #LI-Hybrid

    About FloQast:
    FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.
    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 2025, 2024, 2023, 2022, and 2021
    - Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)
    - Built In’s ​​Best Place to Work in Los Angeles 7 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.