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Posted 5 months ago
Requirements and responsibilities
Job DescriptionGreat Private Equity and Venture Capital firms look for creative ways to help their investments grow and be more successful. The FloQast Private Equity & Venture Capital Alliances Program was created to help those firms drive more value for their investments by improving the accounting and finance department’s workflow to close the books faster & more accurately. The Associate’s role is to help the Alliance Managers source PE/VC partners to build FloQast’s network of preferred partners, bringing added value to their portfolio companies and investments. We drive new sales and also influence current prospects through our partnership efforts.Visa sponsorship is NOT available at this timeThis 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.What You'll DoDevelop and execute on a strong prospecting plan of attack, including email and call scripts tailored specifically towards PE & VC investorsSource, schedule and create value pitches for your Alliance ManagersSupport Alliance Managers in creating multi-level relationships within firms, from Operating Partner to InvestorsOrganize and fill targeted marketing efforts - including events and webinars - to connect with new partners and source opportunitiesLead trainings with FloQast’s Sales team to educate them on our PE & VC partnership effortsCreate custom Private Equity messaging for Alliance Managers, AEs & BDRs to leverage in their outreachSelf source high-quality leads from the portfolio of investments from each PE/VC firmCoordinate with internal resources to accomplish goals, enable partners, and keep partners engaged with FloQastTrack all relevant qualification and lead management activity using Salesforce.comCreate custom reports and lists using PitchbookIdentify opportunities for new alliances and partnerships to expand FloQast’s reach, while maintaining a solid pipeline of new potential partnersOccasional travel requiredWhat You'll Bring2+ Years working or partnering with a Financial Services firmBachelor Degree or equivalent experience requiredSolid attention to detailBuilder mindset, comfortable sharing ideas, trying new approaches and focused on achieving team and company short and long term goalsFlexible and adaptable in high growth, start-up environmentStrong ability to drive execution of strategic initiatives and tacticsA track record of working in a fast-paced environment, setting your own demanding expectations, inspiring and supporting your teammates and exceeding those expectationsAbility to understand FloQast’s products as well as to interact with product, marketing, sales, and operational teams and executives through a variety of channelsDriven to hit and exceed performance targetsCompensation & BenefitsThe base pay range for this position is $80,000 - $110,000. 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, 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.About FloQastFloQast 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 valuesUnwaveringly AuthenticAmbitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All WaysAI Usage PolicyWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. If you would like more information about how your data is processed, please contact us.How to applyIf this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
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