✨ AI Insights & Summary
This Technical Pre-Sales Architect role at FloQast offers a unique opportunity to be at the intersection of finance, technology, and customer success. FloQast, a leader in AI-powered accounting transformation, is seeking a proactive individual to champion their extensive integration ecosystem to prospects and clients. If you possess a deep understanding of IT infrastructure, enjoy solving complex integration challenges, and thrive in a fast-paced sales environment, this position allows you to directly influence deal outcomes and shape the future of accounting workflows.
About FloQast
FloQast is the leading AI-powered Accounting Transformation Platform, developed by former accountants for accountants. Our mission is to automate complex accounting workflows, enabling accountants to transition from manual tasks to strategic review. Trusted by over 3,500 accounting teams, including prominent companies like Lululemon and Doordash, FloQast enhances collaboration and financial accuracy. We are driven by a commitment to elevate the accounting profession globally. FloQast is consistently recognized as a Best Place to Work, with accolades from Inc. Magazine and the LA Business Journal.
Our core values—Unwaveringly Authentic, Ambitious with Integrity, Empowered to Grow, Committed to Collaboration, and Customer Obsessed in All Ways—guide our decisions and hiring practices.
What You'll Do
As a Technical Pre-Sales Architect (SAP), you will be a crucial customer-facing member of the Global Revenue Organization. You will partner with prospects and clients to foster a mutual understanding of FloQast’s extensive integration ecosystem. This role involves direct engagement with customer IT teams and Financial Systems Admins to address integration-related questions, provide expert consultation, and advocate for best practices across ERPs, Cloud Storage, SSO, Communication Tools, and other financial systems. You will collaborate closely with Account Executives, Solutions Consultants, and Account Managers on late-stage opportunities, acting as the primary technical liaison with customer IT counterparts. Furthermore, you will provide valuable feedback to Product and Engineering teams regarding integration gaps identified during the sales process.
Key Responsibilities:
- Serve as the subject matter expert for FloQast’s integration ecosystem, including pre-built APIs, custom APIs, connectors, SFTP, and SAML.
- Participate in late-stage sales opportunities to demonstrate integration capabilities, address technical questions, and secure IT approval by highlighting the value of integrations.
- Develop strategies with the Sales team to gain technical buy-in from prospects.
- Collaborate with Product/Engineering teams on necessary integration developments.
- Maintain up-to-date technical guides for third-party integrations and provide relevant materials to the Sales Team or prospects.
- Respond to inquiries from the sales team regarding integrations for customer use cases.
- Deliver required integrations and FloQast test environments for occasional proof of concepts (POCs) to secure customers.
- Write regular expressions to parse file names and contents for data processing as part of integrations with ERPs, subledgers, banks, etc., for POCs.
- Perform other duties as assigned to support the Solutions Consulting department, the Company, and our clients.
What You'll Bring
- Minimum 3-5 years of experience as a Solutions Engineer, Solutions Architect, or in a Financial Business Systems, Technical IT Consulting, or related role with a focus on integrations, IT infrastructure, and system interoperability.
- Deep understanding of IT infrastructure, including associated needs and pain points, to effectively position FloQast.
- Energetic communicator skilled in building relationships through daily video conferencing.
- Strong verbal and written communication skills for live meetings, Zoom, and email interactions.
- Ability to articulate technical IT concepts to both technical and non-technical audiences.
- Experience with ERP systems, including configuration, integration, or migration of ERP modules.
- Experience with cloud storage systems and administration in a team setting.
- Experience with Single Sign-On (SSO) solutions and administration in a team setting.
- Collaborative team player comfortable in a high-velocity sales environment.
- Self-starter with high initiative and follow-through, viewing each scenario as an opportunity for process improvement.
- Ability to work effectively under tight deadlines and adapt to rapidly changing demands.
- Ability to travel up to 25%.
Nice-to-haves
- Degree in IT, Business Systems, Accounting Information Systems, or a related field.
- Familiarity with scripting and data formats (e.g., regex, JSON, Python, SQL) for advanced troubleshooting and customization.
- Experience publishing and/or updating technical documentation.
About FloQast (Company Culture & Values)
FloQast is a dynamic and growing company committed to its core values. We foster a culture where employees are empowered to grow, collaborate effectively, and are customer-obsessed. We pride ourselves on being rated a "Best Place to Work" by multiple publications for several consecutive years.
Equal Employment Opportunity
FloQast is committed to fair and unbiased recruitment procedures, ensuring equal opportunity for all applicants. We welcome diverse backgrounds, experiences, abilities, and perspectives. AI tools may be used to support the hiring process, but final decisions are made by humans.
Additional Information
Visa sponsorship is NOT available at this time.
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