# Partner Success Manager

**Company:** [FloQast](https://hotfix.jobs/companies/floqast)
**Location:** Los Angeles, CA, Chicago, IL, New York, NY, Austin, TX
**Role:** Account Management
**Experience:** 5+ years
**Skills:** Accounting, Project Management, Salesforce, CPA, Client-Facing, Cross-Functional Collaboration, Risk Management, Business Reviews, Learning Management Systems, Customer Success Systems, Month End Close Software, Floqast
**Posted:** 2026-07-01

> Serve as the primary operational relationship owner for accounting/audit partners at FloQast. Manage partner relationships, monitor project delivery and capacity, coordinate handoffs with sales, own QBRs, and surface risks to ensure successful partner-led implementations. Requires 5+ years experience including 2+ years in accounting plus a BS in Accounting/Finance.

## Job Description

## 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.

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