FloQast
Private Equity
StrategicAllianceAssociate,PrivateEquity
Neural analysis suggests this role is
optimal for Entry candidates.
“Strategic Alliance Associate, Private Equity at FloQast. Skills: Sourcing PE/VC partners, Building FloQast’s network of preferred partners, Driving new sales, Influencing current prospects through partnership efforts. Develop and execute on a prospecting plan of attack, including email and call scripts tailored specifically towards PE & VC investors. Source, schedule and create value pitches for your Alliance Managers”
What You'll Achieve.
Drive new sales; Influence current prospects through partnership efforts; Achieving team and company short and long term goals; Hit and exceed performance targets; Expand FloQast’s reach; Maintaining a solid pipeline of new potential partners
Industry & Context.
Occasional travel required, Working in office 3 days per week (Tuesday - Thursday), Starting in 2026, we plan to expand to 4 days per week, adding Mondays
What They're Looking For.
Must Have
2+ Years working or partnering with a Financial Services firm, Bachelor Degree or equivalent experience required, Solid attention to detail, Builder mindset, comfortable sharing ideas, trying new approaches and focused on achieving team and company short and long term goals, Flexible and adaptable in high growth, start-up environment ability to drive execution of strategic initiatives and tactics, A track record of working in a fast-paced environment, setting your own demanding expectations, inspiring and supporting your teammates and exceeding those expectations, Ability to understand FloQast’s products as well as to interact with product, marketing, sales, and operational teams and executives through a variety of channels, Driven to hit and exceed performance targets
What You'll Do.
Develop and execute on a prospecting plan of attack
including email and call scripts tailored specifically towards PE & VC investors
schedule and create value pitches for your Alliance Managers
Support Alliance Managers in creating multi-level relationships within firms
from Operating Partner to Investors
Organize and fill targeted marketing efforts - including events and webinars - to connect with new partners and source opportunities
Lead trainings with FloQast’s Sales team to educate them on our PE & VC partnership efforts
Create custom Private Equity messaging for Alliance Managers
AEs & BDRs to leverage in their outreach
Self source high-quality leads from the portfolio of investments from each PE/VC firm
Coordinate with internal resources to accomplish goals
and keep partners engaged with FloQast
Track all relevant qualification and lead management activity using Salesforce. com
Create custom reports and lists using Pitchbook
Identify opportunities for new alliances and partnerships to expand FloQast’s reach
while maintaining a solid pipeline of new potential partners
How You'll Work.
Team & Collaboration
Support Alliance Managers in creating multi-level relationships within firms; Coordinate with internal resources to accomplish goals, enable partners, and keep partners engaged with FloQast; Lead trainings with FloQast’s Sales team to educate them on our PE & VC partnership efforts; Interact with product, marketing, sales, and operational teams and executives through a variety of channels
Communication Scope
Email scripts; Call scripts; Value pitches; Custom Private Equity messaging
Full Job Description
## Description Great Private Equity and Venture Capital firms look for creative ways to help their investments grow and be more successful. The FloQast Private Equity & Venture Capital Alliances Program was created to help those firms drive more value for their investments by improving the accounting and finance department’s workflow to close the books faster & more accurately. The Associate’s role is to help the Alliance Managers source PE/VC partners to build FloQast’s network of preferred partners, bringing added value to their portfolio companies and investments. We drive new sales and also influence current prospects through our partnership efforts. *Visa sponsorship is NOT available at this time This role has a requirement of working in office 3 days per week (Tuesday - Thursday). Starting in 2026, we plan to expand to 4 days per week, adding Mondays. ## What You'll Do Develop and execute on a strong prospecting plan of attack, including email and call scripts tailored specifically towards PE & VC investors Source, schedule and create value pitches for your Alliance Managers Support Alliance Managers in creating multi-level relationships within firms, from Operating Partner to Investors Organize and fill targeted marketing efforts - including events and webinars - to connect with new partners and source opportunities Lead trainings with FloQast’s Sales team to educate them on our PE & VC partnership efforts Create custom Private Equity messaging for Alliance Managers, AEs & BDRs to leverage in their outreach Self source high-quality leads from the portfolio of investments from each PE/VC firm Coordinate with internal resources to accomplish goals, enable partners, and keep partners engaged with FloQast Track all relevant qualification and lead management activity using Salesforce.com Create custom reports and lists using Pitchbook Identify opportunities for new alliances and partnerships to expand FloQast’s reach, while maintaining a solid pipeline of ne
Applying for this Strategic Alliance Associate, Private Equity role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Lever
- Lever uses a streamlined one-page form — apply in under 5 minutes.
- LinkedIn import works well; review parsed data before submitting.
- The cover letter field is optional but visible to reviewers — use it to differentiate.
- Referral codes from employees can significantly boost visibility of your application.
ANONYMOUS · UNFILTERED
What do employees actually say about FloQast?
Real rants from real employees. Read before you apply.