Professional Services Project Manager at Floqast

Los Angeles, California, United States

Floqast Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
NoVisa
SaaS, Accounting, FinanceIndustries

Requirements

  • Strong presentation, communication, and relationship-building skills—including with executive audiences
  • A consultative mindset and strong business acumen to connect FloQast functionality to customer goals
  • 2+ years of experience in implementation, project management, accounting systems, or B2B SaaS onboarding
  • Strong organizational skills with a demonstrated ability to manage multiple projects and timelines
  • Clear communication and presentation skills, both written and verbal
  • Detail-oriented with a bias toward action and a willingness to ask for clarity when needed
  • PMP certification (or equivalent project management credential such as Prince2 or PMI-ACP)
  • Bachelor’s degree in Accounting, Finance, or related field strongly preferred
  • Understanding of accounting processes and workflows; public accounting experience is a plus
  • CPA preferred or CPA-eligible
  • Prior SaaS implementation experience—particularly in accounting or financial systems
  • Ability to work in office 3 days per week (Tuesday - Thursday), expanding to 4 days per week starting in 2026, adding Mondays

Responsibilities

  • Manage implementation projects for upmarket and strategic customers, ensuring milestones are achieved on time and within scope with appropriate support
  • Lead the creation and maintenance of project plans, internal/external timelines, and client-facing status reports
  • Act as the primary point of contact for project communications with internal and client stakeholders, escalating issues as needed
  • Drive project progress and support FloQast adoption across all purchased modules with guidance from senior team members
  • Partner with assigned ATCs or Partner Implementation Consultants to coordinate task execution and provide timely, responsive support to clients
  • Participate in pre-sale conversations as needed to align scope and timing expectations
  • Support continuous improvement of implementation processes by sharing feedback and participating in retrospectives
  • Coach and provide feedback to ATCs serving as setup leads on your projects to ensure a consistent and high-quality client experience
  • Track time diligently and manage multiple projects and priorities with effective organization and communication
  • Build foundational skills in client relationship management, issue resolution, and internal cross-functional collaboration
  • Any other tasks that may be assigned to help the company meet its goals

Skills

Project Management
SaaS Implementation
Accounting Systems
Client Communication
Timeline Management
Status Reporting
Stakeholder Management
Customer Success

Floqast

Financial close management software for accounting teams

About Floqast

FloQast offers Financial Close Management Software that helps accounting teams automate and streamline the financial close process at the end of a fiscal period. The cloud-based solution integrates with existing ERP systems and Excel, allowing for automated reconciliations and organized financial documentation for audits. Unlike competitors, FloQast can be fully implemented and trained within two weeks, making it easier to adopt. The company's goal is to improve the efficiency and accuracy of financial reporting, reducing the workload for accounting teams.

Los Angeles, CaliforniaHeadquarters
2013Year Founded
$294.6MTotal Funding
SERIES_ECompany Stage
Enterprise Software, FintechIndustries
501-1,000Employees

Benefits

Unlimited PTO
Company-Wide Social Events
Cold Brew/Nitro On Tap
Generous Paid Parental Leave
Competitive Compensation
401k (No Matching)
Unlimited Snacks and Drinks
Family Forming Support, Benefits & Reimbursement
Pet Care Discount Program
Stock Options
Education Reimbursement
Medical, Dental, Vision (100% paid)
Charitable Donation Matching

Risks

Increased competition from fintech startups could erode FloQast's market share.
Economic downturns in EMEA and APAC may impact FloQast's expansion and revenue growth.
Data privacy concerns in new markets could challenge FloQast's global expansion strategy.

Differentiation

FloQast integrates seamlessly with major ERP systems like QuickBooks and SAP.
The platform offers built-in flux analysis for identifying significant financial data changes.
FloQast's ease of implementation sets it apart from lengthy traditional software setups.

Upsides

FloQast's global expansion is bolstered by new executive appointments in EMEA and APAC.
Recognition as a fastest-growing company enhances FloQast's market credibility and visibility.
The subscription model ensures a steady revenue stream and continuous software updates.

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