Business Development Representative, West Coast

Remote; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

FloQast is seeking a Business Development Representative to join our growing sales team, helping to acquire new clients for our AI-powered Accounting Transformation platform. You will engage senior finance leaders, qualify opportunities, and drive demos for Account Executives.

This role is ideal for someone with 2+ years in a customer-facing role who wants to start a sales career. You will use Salesforce to track activities and collaborate with Marketing and Sales to achieve results.

Qualifications

• 2+ years in a customer facing role
• Interest in starting a career in sales
• Willingness to be coached
• Team player with collaborative orientation
• Ability to stay organized in a fast-paced environment
• Competitive and self-motivated with a drive to exceed targets
• Excellent verbal and written communication skills
• Interest in accounting/finance experience is a plus

Responsibilities

• Cultivate new business opportunities and outreach to senior executives
• Understand client barriers and map FloQast solutions
• Build robust prospecting lists from multiple sources
• Develop outbound communication strategies (phone, email, social)
• Meet or exceed activity targets for conversations, qualifying calls, and demos
• Track progress in Salesforce
• Collaborate cross-functionally with Account Executives, Marketing, and Sales Management

Skills

Customer facing

Sales

Communication

Self-starter

Organizational

Team collaboration

Tools

Salesforce.com

Job description

The Business Development Representative (BDR) is a high impact position that will be joining our rapidly growing sales team to help obtain new clients for our AI Accounting Transformation platform. We are looking for motivated individuals who are determined to add value and are driven by team wins and sales commissions. Our solution is targeted at those responsible for the finance and accounting functions within organizations of all types and sizes. We call on key client stakeholders within the office of the Chief Financial Officer (CFO). If you are looking to advance your career, this role will serve as the foundation for an exciting pathway into sales.

*Visa sponsorship is NOT available at this time*

What You'll Do

• Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives at potential clients

• Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions for FloQast to help resolve them

• Utilize all available means to create robust and effective prospecting lists (including internet sources, social media, referrals, and inbound leads)

• Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media etc.

• Meet or exceed daily/weekly activity targets for: Conversations with key influencers and decision makers via outbound communication efforts; Scheduling and conducting introductory qualifying calls; Converting qualified prospects to scheduled demos for Account Executives

• Track progress and document activities in Salesforce automation systems

• Effectively work cross functionally with stakeholders, including Account Executives, Marketing, and Sales Management

What You'll Bring

• 2+ years in a customer facing role OR prior accounting/finance experience or related field with the interest of starting your career in sales

• Demonstrated ability and desire to learn new concepts

• Eager to be coached

• Commitment to self-improvement and success

• Team player with a collaborative orientation

• Ability to remain organized and execute in a fast-paced environment

• Tenacious and committed to exceeding targets

• Excellent verbal and written communication skills

• Competitive, ambitious and driven, with a self-starter attitude

• Interested in starting a sales career, or having demonstrated sales experience in previous types of roles

Nice-to-Haves:

• Cold calling and/or Salesforce.com experience a plus but not required

• Finance or FinTech experience is a huge bonus but not required

About FloQast:

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

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 AuthenticAmbitious with IntegrityEmpowered to GrowCommitted to CollaborationCustomer Obsessed in All Ways

FloQast is regularly rated as a Best Place to Work!

• Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021

• Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)

• Built In’s Best Place to Work in Los Angeles 7 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.

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.