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%
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.