Job Description
What You'll Do:
- Develop and execute on a strong prospecting plan of attack including email and call scripts tailored specifically towards PE & VC investors
- Source schedule and create value pitches for your Alliance Managers
- Support Alliance Managers in creating multi-level relationships within firms from Operating Partner to Investors
- Organize and fill targeted marketing efforts - including events and webinars - to connect with new partners and source opportunities
- Lead trainings with FloQast’s Sales team to educate them on our PE & VC partnership efforts
- Create custom Private Equity messaging for Alliance Managers AEs & BDRs to leverage in their outreach
- Self source high-quality leads from the portfolio of investments from each PE/VC firm
- Coordinate with internal resources to accomplish goals enable partners and keep partners engaged with FloQast
- Track all relevant qualification and lead management activity using Salesforce.com
- Create custom reports and lists using Pitchbook
- Identify opportunities for new alliances and partnerships to expand FloQast’s reach while maintaining a solid pipeline of new potential partners
- Occasional travel required
What You'll Bring
- 2+ Years working or partnering with a Financial Services firm
- Bachelor Degree or equivalent experience required
- Solid attention to detail
- Builder mindset comfortable sharing ideas trying new approaches and focused on achieving team and company short and long term goals
- Flexible and adaptable in high growth start-up environment
- Strong ability to drive execution of strategic initiatives and tactics
- A track record of working in a fast-paced environment setting your own demanding expectations inspiring and supporting your teammates and exceeding those expectations
- Ability to understand FloQast’s products as well as to interact with product marketing sales and operational teams and executives through a variety of channels
- Driven to hit and exceed performance targets
Skills Required
- 2+ Years working or partnering with a Financial Services firm
- Bachelor Degree or equivalent experience
What the Team is Saying

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FloQast Compensation & Benefits Highlights
- Healthcare Strength—Health coverage is presented as comprehensive with multiple medical plan options (some fully employer‑paid) alongside employer‑paid life and disability and access to therapy. Dental and vision are often described as fully covered adding tangible value to total rewards.
- Parental & Family Support—Family‑forming support and paid parental leave (e.g. 16 weeks for birthing parents and 12 weeks for non‑birthing) are highlighted plus a subsidized SNOO bassinet. These offerings provide meaningful support for growing families.
- Leave & Time Off Breadth—Unlimited PTO combined with company‑wide Catch‑Up Days and generous sick time creates additional recharge opportunities. Time‑off policies are emphasized across job materials and benefits overviews.
FloQast Insights
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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Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
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Date Posted
05/13/2026
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