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
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/Other
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
