Solutions Consultant, Client Accounting Services

Posted 8 Days Ago
Be an Early Applicant
Remote
95K-125K Annually
Mid level
Fintech • Software
The Role
The Solutions Consultant will leverage operational and technical accounting expertise to support the sales team by addressing accounting-specific inquiries, conducting product demonstrations, and enhancing the accounting knowledge of team members. The role involves collaboration with marketing, customer success, and product teams to ensure smooth implementation and communication of client needs.
Summary Generated by Built In

Leveraging their operational & technical outsourced accounting background, the CAS Solutions Consultant will empower the FloQast direct sales team by demoing and acting as a liaison to help address accounting-specific questions, scenarios or other elements during the sales cycle in order to maximize revenue and drive rep development. 


*Visa sponsorship is NOT available at this time


What You’ll Do:

  • Join various remote & on-site demonstration meetings with sales reps to help answer technical/operational accounting questions. 
  • Conduct in-depth value based product demonstrations to Accounting Firm prospects and customers.
  • Participate in webinars, trade-shows and industry events to promote the product.
  • Elevate sales team’s accounting knowledge to better understand & cater to prospect needs.
  • Continuously strategize with direct sales team members on positioning, objection handling, and next steps to drive the sale to Accounting firms.
  • Lead various internal training sessions to enhance accounting knowledge of the sales team. 
  • Leverage statistical analysis of each stage within the sales cycle to place additional emphasis on areas of need.
  • Coordinate with product, support & setup team(s) to understand and provide feedback for roadmap developments, standard support inquiries with respect to cloud storage partners, & act as a liaison between direct sales & setup team to ensure a smooth implementation.
  • Collaborate with Marketing to support the development of collateral.
  • Effectively communicate intangible or cultural impact experienced by sales reps on the floor.
  • Provide a deeper understanding to the direct sales team as to why current clients have purchased FloQast (experience, stories, etc.)
  • Assist partnership/consulting team in running demonstrations.
  • Assist Customer Success team by joining calls with current clients to address accounting-related questions.
  • Have a detailed understanding of the current competitive landscape to act as a subject matter expert to direct sales & partnership teams when outlining differences between FloQast and others in the marketplace.
  • Organize IT / sales collateral necessary for the direct sales team.
  • Increase individual close rates.
  • Assist in technical or IT evaluations regarding the FloQast application.
  • Any other tasks that may be assigned to help the company meet its goals

What You'll Bring:

  • Minimum 3-5 years outsourced accounting experience, with consistent involvement across a variety of functional areas in the month-end close process.
  • Possess a deep understanding of Accounting firms’ needs, pain points, and workflows to position FloQast effectively.
  • Insights into how Accounting firms can leverage technology to scale their business effectively
  • Exceptional written and verbal communication skills with the ability to work across various communication methods. 
  • Knowledge of the broad financial compliance landscape and how it functions in an organization.
  • Prior user experience of either FloQast and/or other month end close software is a plus.
  • Strongly preferred accounting systems implementation and/or user experience – e.g. Close Management Software, ERPs, Payroll Software, Expense Management Software, Cash Management Software, etc.
  • Collaborative team player; must be comfortable in a high-velocity sales environment.
  • Energetic communicator who enjoys networking and relationship building in person and via multiple video conferencing calls daily.
  • Self-starter with a high level of initiative and follow-through; views each scenario as an opportunity to improve the current process and strive towards further excellence.
  • Ability to work well under tight deadlines and respond to rapidly changing demands.

The base salary range for this position is $95,000 - $125,000. This position is eligible for a commission plan in addition to base pay. Compensation is not limited to base salary. 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, and Unlimited Vacation. 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.


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About FloQast:

FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. By streamlining and modernizing daily accounting tasks, FloQast helps teams collaborate more effectively and complete their work with greater efficiency and precision. This cloud-based, AI-powered software is trusted by over 3,000 accounting teams, including those at Snowflake, Twilio, Instacart, and The Golden State Warriors—and continues to grow. Our mission is to continuously elevate the accounting profession, enhancing both its practice and perception.


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 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 8 years!)

- Built In’s ​​Best Place to Work in Los Angeles 6 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.



What the Team is Saying

Juan Carlos
Eric
Alex
Lilith
Adey
Brendan
Amit
John Siegel
The Company
New York, NY
675 Employees
Remote Workplace
Year Founded: 2013

What We Do

By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place 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 enhances the way accounting teams already work to help them operate more efficiently.

Why Work With Us

FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing!

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FloQast Offices

Remote Workspace

Employees work remotely.

FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!

Typical time on-site: None
New York, NY

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