Partner Implementation Consultant
Los Angeles, CAChicago, ILNew York, NYAustin, TXSolutions ArchitectureHybrid2+ YOE
Summary
Onboards and trains implementation partners on FloQast products, manages partner pipelines and client implementations, and drives partner success through relationship building and cross-functional coordination. Requires 2+ years public accounting experience and BS in Accounting/Finance.
About the role
What You’ll Do
- Onboard, Train and Provide Continuous Technical Education and Enablement to Assigned Partners
- Build and Nurture Relationships with Consultants and Leadership at Assigned Partners
- Drive Partner Success and Positive Client Experience by Ensuring Partners Have the Tools and Support to Conduct Successful Client Implementations
- Manage Partner Implementation Pipeline and Track Progress of Client Implementations Conducted by Partners
- Coordinate Cross-functionally and Execute on Partner Strategy
- Track, Meet and Exceed on key Customer Experience and Partner Experience Metrics
- Oversee Quality Assurance of Client Implementations and Partner Consultants Recruitment
- Run weekly calls with key implementation partners to discuss onboarding progress, milestones, feedback, and status of client implementations
- Any other tasks that may be assigned to help the company meet its goals.
What You’ll Bring
- 2+ years of public accounting experience
- BS degree in Accounting, Finance or related field
- Thorough knowledge of basic accounting procedures and principles
- Strong client-facing experience
- 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
- 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
- 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
Skills
SalesforceLearning Management SystemsCustomer Success SystemsFloQastPublic AccountingProject ManagementAccounting Principles