Account Manager

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 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.

No visa sponsorship is available at this time

What You'll Do:

Manage a book of business of existing clients to effectively 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.