FloQast

Partner Success Manager (Accounting/Audit Experience)

FloQast$94K — $126K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of project execution experience in a dynamic work environment
  • 2+ years of public accounting or industry accounting experience
  • BS degree in Accounting, Finance, or related field
  • Strong knowledge of basic accounting principles
  • Experience interacting with clients and cross-functional teams

Responsibilities

  • Manage day-to-day operational relationships with assigned partners
  • Customize communication frequency based on partner needs and maturity
  • Oversee the status of partner-led implementations and surface potential risks early
  • Coordinate between sales and partner delivery teams for effective project handoffs
  • Monitor partner consultant readiness and identify capacity risks
  • Facilitate operational components of partner business reviews
  • Handle operational escalations concerning implementation quality and processes

Benefits

  • Medical, Dental, and Vision insurance
  • Family Forming benefits
  • Life & Disability Insurance
  • Unlimited Vacation policy
Full Job Description
The Partner Success Manager serves as the primary operational relationship owner for assigned partners. This role ensures partner-led implementations are visible, partner consultants are tracked through readiness and capacity signals, handoffs are complete, risks are surfaced early, and partners have a consistent operational point of contact inside Partner Services.

This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.

*Visa sponsorship is NOT available at this time

What You'll Do

  • Partner Relationship Management: Serve as the day-to-day operational point of contact for assigned partners; maintain regular partner check-ins; build trusted operational relationships with partner delivery leaders.
  • Partner Tiering and Cadence: Align communication cadence (weekly, bi-weekly, or monthly) based on partner maturity, delivery capacity, and project activity.
  • Project Oversight and Governance: Monitor active partner-led implementations; track project progression, risks, and completion status; ensure concerns are surfaced before they become customer-impacting.
  • Sales-to-Implementation Coordination: Coordinate issues between FloQast sales and partner delivery teams; ensure handoff materials are complete and actionable.
  • Capacity and Readiness Monitoring: Monitor partner consultant bench strength and capacity; identify risks due to insufficient trained consultants or uneven experience.
  • QBR and Operational Reviews: Own the operational components of partner business reviews, including performance, consultant readiness, and project health.
  • Escalation Management: Coordinate operational escalations involving implementation quality, handoffs, or process concerns.


What You'll Bring

  • 5+ years of professional experience demonstrating project execution, professional growth, and adaptability in a dynamic work environment
  • 2+ years of public accounting or industry accounting experience
  • BS degree in Accounting, Finance or related field
  • Thorough knowledge of basic accounting procedures and principles
  • Strong client-facing experience
  • Experience working cross-functionally with sales and implementation teams.
  • Highly energetic, positive and enthusiastic team player with strong interpersonal skills and collaborative orientation
  • Detail oriented with strong problem-solving and decision making skills
  • Self-starter with a high level of initiative and follow-through
  • Strong project management skills, and ability to work both independently and collaboratively to coordinate with multiple cross-functional teams to scope, execute, and measure effectiveness of the program
  • Excellent communication (written and verbal), interpersonal and consultative skills. Ability to facilitate executive-level business reviews.
  • Strong work ethic and integrity
  • Ability to work well under tight deadlines and respond to rapidly changing demands


Nice To Haves/Other

  • 1+ years of experience in partner implementation or partner management role
  • Prior user experience of either FloQast and/or other month end close software
  • Experience using Learning Management Systems
  • Experience using Customer Success/Experience systems
  • CPA preferred, or CPA eligible
  • Experience using Salesforce
  • Strong working knowledge of FloQast as well as experience with implementing FloQast


The base pay range for this position is $94,000- $126,000. 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 a provider of accounting workflow automation software created by accountants for accountants. The company was founded in 2013 by Mike Whitmire and Chris Sluty and is headquartered in Los Angeles, California. FloQast's software helps accounting teams close their books faster and more accurately by automating manual tasks and providing a centralized platform for collaboration and documentation. The company has raised over $93 million in funding and has over 1,000 customers, including Twilio, Zillow, and The Golden State Warriors.
Learn more about FloQast
Size
300 employees
Industry
Founded
2013

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