Solutions Engineer, Finance Systems

Posted 13 Hours Ago
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Hiring Remotely in United States
Remote
95K-125K Annually
Mid level
Fintech • Software
The Role
The Solutions Engineer in Finance Systems serves as a customer-facing expert, engaging with prospects and clients on integrations with ERPs and cloud storage. Responsibilities include demonstrating integration capabilities, collaborating with the sales team for technical buy-in, and working with product teams on development needs. This role requires strong communication skills and experience in IT and financial systems.
Summary Generated by Built In

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.


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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.



Top Skills

APIs
Cloud Storage
Erps
JSON
Python
Regex
SQL
Sso

What the Team is Saying

Juan Carlos
Eric
Alex
Lilith
Adey
Brendan
Amit
John Siegel
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The Company
London
675 Employees
Remote Workplace
Year Founded: 2013

What We Do

By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast enhances the way accounting teams already work to help them operate more efficiently.

Why Work With Us

FloQast enables accountants to work better together and perform their tasks with greater efficiency and accuracy. The cloud-based, AI-enhanced software is trusted by more than 2,500 accounting teams, including those at Snowflake, Kodiak, Instacart, Zoom, and The Golden State Warriors - and still growing!

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FloQast Offices

Remote Workspace

Employees work remotely.

FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!

Typical time on-site: None
London, GB
Los Angeles, CA
FloQast New York
Sydney, AU
Learn more

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