Partner Success Manager (Accounting/Audit Experience)

Floqast; Los Angeles (CA); On-site; USD 94,000 - 126,000; Full time

Job summary

FloQast is seeking a Partner Success Manager in Los Angeles to own the operational relationship with assigned partners. You will manage partner implementations, coordinate with sales and delivery teams, and surface risks early to ensure smooth handoffs and project health.

The role requires 3 days in the office weekly and extensive collaboration with cross-functional teams, with a focus on strategy, governance, and ongoing optimization of partner programs.

Qualifications

• 5+ years of project execution experience in a dynamic environment.
• 2+ years of public accounting or industry accounting experience.
• Thorough knowledge of basic accounting procedures and principles.
• Strong client-facing experience and cross-functional collaboration.
• Experience working with sales and implementation teams.
• CPA preferred or CPA eligible.
• Experience using Salesforce and FloQast.

Responsibilities

• Serve as the day-to-day operational point of contact for assigned partners; maintain regular partner check-ins.
• Align communication cadence based on partner maturity and project activity.
• Monitor active partner-led implementations and surface risks early.
• Coordinate issues between FloQast sales and partner delivery teams.
• Monitor partner consultant bench strength and capacity; identify risk areas.
• Own the operational components of partner business reviews and project health.
• Coordinate operational escalations related to implementation quality and handoffs.

Skills

Project management

Cross-functional collaboration

Client-facing experience

Communication skills

Problem solving

Adaptability

Executive-level facilitation

Education

BS in Accounting or Finance

CPA preferred or CPA eligible

Tools

Salesforce

FloQast knowledge

Learning Management Systems

Customer Success/Experience systems

Job description

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

Responsibilities

• 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.

Qualifications

• 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.
• 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.

Benefits

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.

Equal Opportunity Employer

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.