The Account Manager will drive client renewals and expansions, collaborate with teams, and maintain client relationships while achieving sales targets.
FloQast has a mission to support accounting and finance departments with workflow automation by accountants, for accountants. Founded in 2013 in Los Angeles, FloQast now has offices in New York, London and Australia!
The Account Manager will be joining a fast-growing team to help our technology company expand and renew our client base for our Accounting Workflow Automation solution. This Account Manager will be responsible for applying an understanding of FloQast’s products, sales methodology, processes, and prospecting techniques to our customer base. They will work closely with the Customer Success team to ensure we renew our client base while maintaining a high level of customer satisfaction. In this role, the main focus will be collaborating across Customer Success, Sales, and Product to ensure our clients renew and expand.
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.
*Visa sponsorship is NOT available at this time
What You'll Do:
- Lead a book of business for existing mid-market clients to effectively expand partnerships within the FloQast customer base.
- Work cross-functionally with internal teams such as Customer Success, Sales Engineering, and Sales Operations.
- Manage a book of business of existing clients to effectively ensure on-time growth and customer expansion working with the CSM team.
- Maintain accurate and up-to-date forecasts in Salesforce.com.
- 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 renewal 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.
- Travel as required within assigned territory to accomplish and exceed goals, up to 30%.
- Other projects as assigned.
What You'll Bring:
- BA/BS or equivalent experience preferred.
- 2+ 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.
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The base pay range for this position is $65,000 - $90,000. 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, Unlimited Vacation, and participation in our Employee Stock Program. 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.
Top Skills
MS Office
Salesforce
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