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Solutions Engineer, Finance Systems

Our Solutions Engineer is an essential pre-sales customer-facing role within the Global Revenue Organization, partnering with prospects and clients to drive a mutual understanding of FloQast’s vast integration ecosystem. This role directly engages with our customer’s IT, Financial Systems Admins, and other end-users, answering questions, consulting, and selling on best practices around integrations that span ERPs, Cloud Storage, SSO, Communication Tools, other Financial systems, and more. This team player collaborates closely with Account Executives, Solutions Engineers, and Account Managers on late-stage opportunities and will be the face of FloQast when talking to the customer’s IT counterparts. This person will in turn play a key role in providing feedback to the product/engineering teams about integration gaps they receive feedback on and see themselves during the sales process.


*Visa sponsorship is NOT available at this time


What You’ll Do:
  • Serve as subject matter expert for FloQast’s integration ecosystem, including pre-built APIs, custom APIs and connectors, SFTP, and SAML;
  • Join late-stage Sales opportunities to demonstrate Integration requirements to prospective customers, answer questions, and sell on the value these integrations bring to secure IT approval;
  • Strategize with the Sales team on best next steps to get the technical buy-in from the prospect;
  • Collaborate with the Product/Engineering team on developments needed from an integration perspective;
  • Ensure all customer-facing technical guides for third-party integrations are up-to-date and provide materials to the Sales Team or prospects, as needed;
  • Answer questions from the sales team about integrations for their customer use cases;
  • Deliver the required integrations and FloQast test environments for occasional proof of concepts needed to secure a customer;
  • Write regular expressions to parse file names and contents for data processing as part of integrations with ERPs, subledgers, banks, etc. related to POCs, as needed;
  • Any other duties or tasks that may be assigned to help the Solutions Consulting department, the Company, and/or our clients meet their goals;
  • Travel will be required up to 25%.


What You'll Bring:
  • Minimum 3-5 years of experience as a Solutions Engineer or in a Financial Business Systems, Technical IT Consulting, IT, or related role with a focus on integrations, IT infrastructure, and system interoperability;
  • Possess a deep understanding of the IT infrastructure and the associated needs and pain points to position FloQast effectively;
  • Energetic communicator who enjoys relationship building via multiple video conferencing calls daily;
  • Strong verbal and written skills to assist customers over live meetings, zoom, and/or email;
  • Ability to communicate technical IT concepts to both technical and non-technical audiences;
  • Experience with ERP systems, supporting configuration, integration, or migration of ERP modules;
  • Experience with cloud storage systems and administration experience within a team setting;
  • Experience with Single Sign-On (SSO) solutions and administrative experience within a team setting; 
  • Collaborative team player; must be comfortable in a high-velocity sales environment.
  • 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.


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) to assist in advanced troubleshooting and customization for integrations.
  • Experience publishing and/or updating technical documentation.


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.


#LI-LB1

#BI-Remote

#LI-Remote


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.



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CEO of FloQast
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Michael Whitmire
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Average salary estimate

$110000 / YEARLY (est.)
min
max
$95000K
$125000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Solutions Engineer, Finance Systems, FloQast

Are you a tech-savvy relationship builder who thrives in fast-paced environments? As a Solutions Engineer for Finance Systems at FloQast, you'll play a pivotal role in our Global Revenue Organization, engaging directly with clients and prospects to enhance their experience with our extensive integration ecosystem. In this customer-facing position based in the United States, you will collaborate closely with IT teams and Financial Systems Admins, guiding them through the capabilities of our solutions. You'll showcase how our integrations across various platforms – from ERPs to Cloud Storage – can seamlessly improve their financial operations. Your insights and expertise will be crucial in tackling integration challenges while working alongside our dedicated Sales team to secure technical buy-in from potential customers. Your ability to simplify complex IT concepts will shine as you answer questions and share best practices in lively video meetings and communications. Expect to provide valuable feedback to our product and engineering teams on integration gaps, ensuring FloQast continues to lead in innovation. The role involves traveling up to 25% of the time, adding a dynamic element to your engagement with clients. With a competitive salary and a generous benefits package, including unlimited vacation, we pride ourselves on fostering an authentic and collaborative environment that empowers everyone to grow. If you’re excited to help elevate accounting practices with cutting-edge technology, we can't wait to hear from you!

Frequently Asked Questions (FAQs) for Solutions Engineer, Finance Systems Role at FloQast
What are the responsibilities of a Solutions Engineer at FloQast?

As a Solutions Engineer at FloQast, your main responsibilities include serving as a subject matter expert for our integration ecosystem, collaborating with the sales team to demonstrate integration requirements, and providing technical guidance to prospects. You'll also be instrumental in creating and updating customer-facing technical guides and assisting with proof of concepts to secure customer approvals, ensuring a thorough understanding of how our solutions can enhance their financial processes.

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What qualifications do I need to become a Solutions Engineer at FloQast?

To become a Solutions Engineer at FloQast, candidates should have 3-5 years of experience in roles like Solutions Engineering, Technical IT Consulting, or Financial Business Systems. A deep understanding of IT infrastructure is crucial, along with strong communication skills to interact with both technical and non-technical audiences. Familiarity with ERP systems, cloud storage, and SSO solutions is also beneficial for this position.

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What does a typical day look like for a Solutions Engineer at FloQast?

A typical day for a Solutions Engineer at FloQast involves engaging with prospects during late-stage sales opportunities, conducting video calls to explain technical integrations, collaborating closely with the sales and product teams, and ensuring technical documentation is current. You may also participate in developing proof-of-concept integrations and strategizing next steps with clients to secure buy-in.

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Is travel required for the Solutions Engineer position at FloQast?

Yes, travel is a part of the Solutions Engineer role at FloQast, with expectations of up to 25%. You'll visit clients and prospects to solidify relationships and understand their specific integration needs, ensuring that you can provide tailored solutions that align with their business goals.

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What benefits does FloQast offer for Solutions Engineers?

FloQast offers a competitive benefits package for Solutions Engineers, which includes a base salary ranging from $95,000 to $125,000, along with a commission plan. Our benefits also feature medical, dental, and vision insurance, family forming benefits, life and disability insurance, and unlimited vacation, reflecting our commitment to employee well-being and work-life balance.

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Common Interview Questions for Solutions Engineer, Finance Systems
How do you handle technical questions from non-technical stakeholders during a sales process?

In those situations, clarity is key. I approach the conversation by breaking down complex technical concepts into layman's terms, using analogies or visual aids if necessary, to ensure understanding. My goal is to foster collaboration and build trust, allowing me to guide them towards a solution that meets their needs.

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Can you describe a challenging integration project you've worked on?

In a previous role, I tackled a complex integration between an ERP system and a cloud storage solution. The challenge was reconciling different data formats and ensuring seamless data flow. By closely communicating with both the IT team and stakeholders, I developed a comprehensive implementation plan that ensured all requirements were met, resulting in successful integration.

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What experience do you have with ERP systems?

I've worked extensively with various ERP systems, focusing on configuration and integration for different modules. My experience involves everything from initial setup to ensuring that data transfer is smooth, and I've supported migrations that improve operational efficiency and reduce errors significantly.

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How do you stay updated on new integration technologies and trends?

I regularly participate in industry webinars, attend tech conferences, and engage with online communities to stay ahead on trends in integration technologies. Additionally, I make it a habit to read industry blogs and publications to continuously learn about innovative solutions and best practices.

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Describe a time when you had to collaborate with a technical team to achieve an objective.

In my last role, collaboration with the engineering team was essential to address integration gaps reported by customers. I organized regular meetings to facilitate open dialogue, gathered feedback from the sales team, and provided insights on customer needs, enabling the engineering team to prioritize enhancements effectively.

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What strategies do you use to secure technical buy-in from clients?

I emphasize understanding the client's specific needs and pain points, then align our solution offerings with their business objectives. By presenting relevant content that highlights our integration capabilities and providing case studies from similar industries, I can effectively demonstrate the tangible value of our solutions.

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How would you explain the value of SSO to a prospective customer?

I would explain that SSO offers a streamlined user experience by allowing employees to access multiple applications with a single login. This not only enhances security and reduces password fatigue, but also saves time for users, making it a crucial element in ensuring efficiency and security within their organization.

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What tools do you utilize for effective data integration?

I leverage a combination of APIs, ETL tools, and scripting languages like Python and SQL to facilitate data integration. These tools help in automating data transfers and ensure accuracy while allowing for flexible customization to meet specific client needs.

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How do you prioritize tasks when handling multiple projects?

I prioritize tasks based on urgency and impact. By using project management tools, I can keep track of deadlines and update statuses, allowing me to manage my workload effectively while ensuring that critical projects are on track and receiving the attention they need.

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What makes you a good fit for the Solutions Engineer position at FloQast?

My combination of technical acumen and interpersonal skills uniquely positions me to thrive in the Solutions Engineer role at FloQast. I possess extensive experience in integrations and a strong understanding of financial operations, alongside a passion for building client relationships and facilitating collaborative solutions that truly satisfy their needs.

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FloQast built a cloud-based software that helps manage accounting departments by centralizing the workflow, assigning tasks, supporting documentation and automating tie-outs and reconciliations.

124 jobs
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BADGES
Badge Diversity ChampionBadge Global CitizenBadge InnovatorBadge Work&Life Balance
CULTURE VALUES
Inclusive & Diverse
Empathetic
Feedback Forward
Collaboration over Competition
Growth & Learning
Transparent & Candid
Customer-Centric
BENEFITS & PERKS
Dental Insurance
Flexible Spending Account (FSA)
Vision Insurance
Disability Insurance
Family Medical Leave
Paid Holidays
Medical Insurance
Learning & Development
Employee Resource Groups
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Full-time, remote
DATE POSTED
March 13, 2025

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