The First Accounting Transformation Platform Powered by AI Agent
The Role
As a Project Manager at FloQast, you'll oversee implementation projects, manage client communication, coordinate with Accounting Technology Consultants, and support project progress to enhance customer success.
Summary Generated by Built In
FloQast is looking for a skilled and driven Project Manager to join our growing Professional Services team. In this role, you’ll help accounting teams from high-growth and enterprise companies successfully implement our industry-leading accounting workflow automation platform. You’ll lead client projects from kickoff through go-live, coordinating timelines, guiding deliverables, and driving customer success alongside our Accounting Technology Consultants (ATC’s).
This is an ideal opportunity for someone with prior SaaS implementation experience—particularly in accounting or financial systems—who is ready to own client relationships, streamline execution, and influence how we scale delivery. You’ll work cross-functionally, handle ambiguity with confidence, and help build the next generation of operational excellence at FloQast.
*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:
- Manage implementation projects for upmarket and strategic customers, ensuring milestones are achieved on time and within scope with appropriate support.
- Lead the creation and maintenance of project plans, internal/external timelines, and client-facing status reports.
- Act as the primary point of contact for project communications with internal and client stakeholders, escalating issues as needed.
- Drive project progress and support FloQast adoption across all purchased modules with guidance from senior team members.
- Partner with assigned ATCs or Partner Implementation Consultants to coordinate task execution and provide timely, responsive support to clients.
- Participate in pre-sale conversations as needed to align scope and timing expectations.
- Support continuous improvement of implementation processes by sharing feedback and participating in retrospectives
- Coach and provide feedback to ATCs serving as setup leads on your projects to ensure a consistent and high-quality client experience.
- Track time diligently and manage multiple projects and priorities with effective organization and communication.
- Build foundational skills in client relationship management, issue resolution, and internal cross-functional collaboration.
- Any other tasks that may be assigned to help the company meet its goals
What You'll Bring:
- Strong presentation, communication, and relationship-building skills—including with executive audiences.
- A consultative mindset and strong business acumen to connect FloQast functionality to customer goals.
- 2+ years of experience in implementation, project management, accounting systems, or B2B SaaS onboarding.
- Strong organizational skills with a demonstrated ability to manage multiple projects and timelines.
- Clear communication and presentation skills, both written and verbal.
- Detail-oriented with a bias toward action and a willingness to ask for clarity when needed.
- PMP certification (or equivalent project management credential such as Prince2 or PMI-ACP)
Nice-to-haves:
- Bachelor’s degree in Accounting, Finance, or related field strongly preferred.
- Understanding of accounting processes and workflows; public accounting experience is a plus.
- CPA preferred or CPA-eligible.
#LI-LB1
The base pay range for this position is $91,000 - $137,000. This position may be eligible for a bonus plan in addition to base pay. 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.
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.
Link to AI Usage Policy: HERE
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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
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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
