Job Description
What You'll Do:
- Qualify inbound leads generated through various marketing channels such as website inquiries content downloads and event registrations
- Complete ad hoc projects for the Business Development Revenue Operations and Marketing departments through updating and/or fixing Salesforce Outreach and other systems that will help generate revenue
- Conduct qualification through emails calls etc. to engage with leads understand their needs and assess their fit for FloQast's solutions to deliver intro-call-ready leads
- Warm up leads by providing relevant information and resources addressing their inquiries and establishing rapport to build trust
- Educate prospects about the value and benefits of FloQast's products highlighting key features and use cases
- Utilize a consultative approach to understand prospects' pain points challenges and goals and align them with FloQast's offerings
- Maintain accurate and up-to-date records of all lead interactions and prospect data in the CRM system
- Achieve and exceed monthly/quarterly targets for qualified leads and pipeline generation
- Continuously stay informed about industry trends competitors and market developments to effectively position FloQast's solutions
- Any other tasks that may be assigned to help the company meet its goals
What You'll Bring:
- Bachelor's degree in business marketing or a related field (or equivalent experience)
- 1 year experience with proven track record in a similar role preferably in B2B SaaS or technology industry
- Excellent verbal and written communication skills with the ability to articulate complex concepts clearly and concisely
- Strong interpersonal skills and the ability to build rapport and establish relationships with prospects
- Results-driven mindset with a track record of meeting or exceeding targets and quotas
- Self-motivated and proactive with a strong sense of ownership and accountability
- Ability to quickly learn and understand software products and effectively convey their value proposition
- Familiarity with CRM systems (e.g. Salesforce) Marketing tools (HubSpot Qualified/Drift etc.) and sales engagement tools (e.g. Outreach/Salesloft Orum LinkedIn Sales Nav Zoominfo) is a plus
- Knowledge of accounting finance or related fields is a bonus but not required
- Ability to thrive in a fast-paced high-growth environment and adapt to changing priorities
Top Skills
What the Team is Saying

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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 3000 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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Date Posted
04/17/2026
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