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The First Accounting Transformation Platform Powered by AI Agent
The Role
Own day-to-day operational relationships with assigned partners, monitor partner-led implementations, surface risks early, coordinate sales-to-implementation handoffs, track consultant readiness and capacity, run operational reviews and QBRs, and manage escalations to ensure successful partner delivery.
Summary Generated by Built In
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 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
Skills Required
- 5+ years of professional experience demonstrating project execution and adaptability
- 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 and ability to facilitate executive-level business reviews
- Experience working cross-functionally with sales and implementation teams
- Strong project management skills and ability to coordinate multiple cross-functional teams
- Excellent written and verbal communication, interpersonal and consultative skills
- Detail oriented with strong problem-solving and decision making skills
- Self-starter with high initiative and follow-through; ability to work under tight deadlines
- Work in office 3 days per week (hybrid requirement)
- 1+ years of experience in partner implementation or partner management role
- Prior user experience of 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 and experience implementing FloQast
What the Team is Saying
Avery
Software Engineer I
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Sri
CTO
Josh
President and CRO
Joe
SVP Product
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FloQast Compensation & Benefits Highlights
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Healthcare Strength — Multiple medical plan options, some 100% employer‑paid, plus dental and vision alongside HSA/FSA, critical illness/accident, disability, and free online therapy indicate comprehensive coverage. The breadth of employer‑paid protections like life and disability further reinforces accessible healthcare support.
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Parental & Family Support — Paid parental leave commonly referenced as 16 weeks for birthing parents and 12 weeks for non‑birthing parents, combined with fertility support (Carrot), adoption assistance, and a subsidized SNOO rental, demonstrate strong family‑forming support. Return‑to‑work programming and childcare‑oriented events add practical help for parents.
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Leave & Time Off Breadth — “Unlimited” PTO, sick time, paid holidays, and companywide “Catch‑Up Days” provide multiple avenues for rest and recharge beyond statutory time off. The inclusion of wellness and mental‑health days further expands time‑off flexibility.
FloQast Insights
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The Company
What We Do
By automating and streamlining common accounting workflows to make them more efficient, FloQast is 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's platform enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
Our cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Twilio, Gong, Instacart, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
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FloQast Teams
Leadership Team
About our Teams
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
