Partner Success Manager

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

• 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.