Partner Success Manager

FinQueryAtlanta, GA

About The Position

FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks. FinQuery is the global leader in lease accounting (as recognized on G2.com ) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years. Solve the Problems That Matters Most As a Partner Success Manager , you will fill the critical role of serving as the primary advocate for FinQuery with respect to your assigned Managed Service Partners (MSPs) and Resellers, ensuring the highest level of partner satisfaction by proactively building trusting relationships and understanding the unique business models of each customer. You will be responsible for maximizing Partner and Reseller engagement, driving ecosystem expansion through cross-sell opportunity discovery, and overseeing the health of the partner and reseller program. In this role, you will promote adoption and advocacy, enhancing FinQuery’s reputation through strategic channel growth. By proactively understanding and educating the product team about your customers’ needs, you will meaningfully contribute to the development of FinQuery’s product roadmap. The Partner Success Manager has excellent verbal and written communication skills with the ability to lead strategic business reviews and host partner enablement sessions. Reports to Director, Global Channel and Alliances / Customer Success Leadership

Requirements

  • 3-4 years experience in partner success, customer success, channel management, or account management within a SaaS or software company
  • Proven track record of creating Partner and/or Reseller growth plans and utilizing channel metrics to identify partnership health
  • 4-year degree or equivalent experience
  • Good communication skills, both written and verbal
  • Must have strong organizational skills and be detail oriented
  • Demonstrated ability to build and maintain relationships with Managed Service Partners, Resellers, and executive stakeholders
  • Strong analytical and goal-oriented mindset
  • Emerging ability to recognize upsell and expansion opportunities and pass qualified leads to Sales.
  • Expertise in managing customer contracts, program compliance, and renewal discussions
  • Experience working in G-Suite, and/or HubSpot

Responsibilities

  • Work with channel, sales and technical teams to ensure a smooth transition for new Managed Service Partners and Resellers. Expectations include leading certifications, training partners and resellers on the FinQuery value proposition, and ensuring they are equipped to support their end customers.
  • Develop and maintain deep executive-level relationships within Managed Service Partners and Resellers, acting as the primary point of contact for the Partner Organization.
  • Conduct regular partner business reviews (PBRs) and enablement meetings; utilizing CRM to maintain an accurate record of Partner/Reseller growth metrics and action items.
  • Monitor Partner/Reseller health metrics and engagement levels, taking corrective action to mitigate risks to the partnership and ensuring long-term program commitment.
  • Identify opportunities for partners to expand their FinQuery practice, ensuring positive net revenue retention (NRR) through Partner- and Reseller-led service delivery.
  • Manage the Partner and Reseller renewals process and program tiering, ensuring partners are meeting their contractual obligations while receiving the necessary support and pricing to remain competitive in the market.
  • Collaborate with Partners and Resellers to build Joint Business Plans, establishing critical growth milestones, shared business outcomes, and key performance indicators to aid the partner in achieving their practice goals.
  • Act as an internal advocate to resolve technical or operational issues with a sense of urgency, ensuring they can maintain their service levels to end-users.
  • Represent the voice of the Partner/Reseller to inform product and program roadmaps by collecting and analyzing feedback on channel-specific requirements and system improvements.
  • Utilize Partner and Reseller performance data and metrics to make informed decisions and provide actionable insights to help them scale their FinQuery practice.
  • Identify opportunities for Partners and Resellers to participate in joint marketing efforts, such as webinars, case studies, and partner spotlights.
  • Conduct all business in accordance with FinQuery policies and procedures
  • All other duties as assigned.

Benefits

  • Annual employee development program stipend of $2,000 for each employee
  • Mentorship program (available immediately)
  • Sabbatical program (4 weeks after 5 years of service)
  • Advancement opportunities based on results, not politics
  • 401(k) plan with employer matching
  • Signing stipend for a work-from-home setup
  • Great health benefits with multiple plan option
  • Flexible PTO (including 11 holidays and your birthday off)
  • Free gym membership at our office (Atlanta HQ)
  • Casual dress environment (when in office)
  • Catered lunches every Tuesday & Thursday (when in office)
  • Parental Leave Benefits
  • Fertility/Adoption Assistance
  • Annual tutoring stipend for your children
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