Technical Architect (Pre-Sales)

Our Technical Architect (Pre-Sales) 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 Consultants, 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.

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.

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

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!