Partner Success Manager (Accounting/Audit Experience)

@ FloQast

Partner Success Manager (Accounting/Audit Experience)

Posted 2 weeks ago

About the job

FloQast automates accounting workflows, trusted by top teams. The Partner Success Manager builds relationships, manages projects, and supports partner operations. Hybrid role, no visa sponsorship.

Requirements

5+ years project execution
2+ years accounting experience
Strong communication skills
Cross-functional teamwork experience
Detail-oriented with problem-solving

Qualifications

Bachelor's degree in Accounting or related
Experience with project management
Knowledge of accounting principles
Client-facing experience
Prior partner management experience

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.

#LI-LB1

#LI-hybrid

#BI-hybrid

About FloQast:

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

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 2025, 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)

- Built In’s Best Place to Work in Los Angeles 7 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.

Link to FloQast Recruiting AI Usage Policy

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