FinQuery, Formerly LeaseQuery

Account Manager

• Partner Onboarding and Enablement: Work with channel, sales and technical teams to ensure a smooth transition for new Managed Service Partners and Resellers.
• Strategic Relationship Management: Develop and maintain deep executive-level relationships within Managed Service Partners and Resellers.
• Proactive Communication and Documentation: Conduct regular partner business reviews (PBRs) and enablement meetings; utilizing CRM to maintain an accurate record of Partner/Reseller growth metrics and action items.
• Partner Retention and Loyalty: Monitor Partner/Reseller health metrics and engagement levels, taking corrective action to mitigate risks to the partnership and ensuring long-term program commitment.
• Channel Growth: Identify opportunities for partners to expand their FinQuery practice, ensuring positive net revenue retention (NRR) through Partner- and Reseller-led service delivery.
• Program Growth and Renewals: Manage the Partner and Reseller renewals process and program tiering.
• Success Plans: Collaborate with Partners and Resellers to build Joint Business Plans.
• Partner Advocacy and Issue Resolution: Act as an internal advocate to resolve technical or operational issues.
• Partner Feedback Loop: Represent the voice of the Partner/Reseller to inform product and program roadmaps.
• Channel Analytics: Utilize Partner and Reseller performance data and metrics to make informed decisions and provide actionable insights.

Partner Success Manager

Manager

• Manage, mentor, coach, and train a team of 5 to 8 professional services and project management professionals
• Oversee timely and successful customer implementations across key product lines, including LeaseQuery, Contract Management, and Debt Management
• Maintain hands-on management of a personal book of clients to drive successful platform adoption and implementation
• Travel for on-site client visits to deliver high-touch service, lead key presentations, and provide in-person training
• Establish realistic short and long-term goals for implementation process improvements and manage the team to accomplish them
• Keep project templates up-to-date and monitor project management dashboards within Monday.com or similar PM tools
• Partner cross-functionally with Sales, Operations, Product, and Technical teams to ensure early alignment on expectations and scope
• Gather and analyze customer feedback to continuously elevate delivery quality and customer satisfaction
• Provide accurate and timely reporting on team performance, project statuses, and key performance indicators to leadership

Manager, Professional Services

Financial Planning and Analysis

• Lead the design and maintenance of financial models, templates, and dashboards that track spend, product costs, and key business initiatives
• Analyze SaaS and business performance metrics and turn them into recommendations partners can actually act on
• Lead monthly, quarterly, and annual budgeting and forecasting, including P&L, cash flow, and balance sheet projections, and contribute to long-range planning
• Dig into variance and trend analysis and advise stakeholders on what's driving the numbers
• Advise partners across the organization on financial insights that improve performance and efficiency
• Lead deep-dive customer analysis, including bookings, retention, and churn, to inform strategic decisions
• Partner with Sales, Revenue Operations, Legal, and Finance leadership to design and evaluate sales compensation plans
• Contribute financial models and metrics to our board and investor reporting
• Track progress against strategic growth initiatives alongside functional leaders
• Partner with our systems teams to keep financial data flowing accurately between our core finance and CRM systems
• Evaluate pricing strategy and provide the financial analysis behind pricing decisions
• Bring AI-enabled tools into recurring reporting, forecasting, and reconciliation work
• Stay ahead of emerging AI and analytics approaches and recommend where they'd make the biggest impact

Finance Manager

Accounting Manager

• Partner with Product and Engineering leadership to decide what we build and in what order. You will translate the real accounting complexity our customers face into product vision, and you will hold the line on technical correctness as the platform scales.
• Serve as the senior escalation point for the most complex customer accounting questions across multiple standards.
• Anchor the accounting authority layer for the Evidence Room, our immutable trust layer linking contracts, calculations, journal entries, footnotes, and disclosures back to source guidance. Establish the accounting governance framework for our AI agent and MCP server strategy — defining what agents can decide autonomously, what requires human review, and how we document decisions for auditor defensibility.
• Build and deepen relationships with Big Four and national audit firms. Position FinQuery's output as auditor-trusted by default.
• Track standard-setting activity at FASB, IASB, and GASB and translate what is coming into product and market strategy. Represent FinQuery in front of working groups and AICPA committees where appropriate.
• Own our external technical voice. Publish articles, speak at conferences, and represent FinQuery across webinars, industry media, and the accounting press. Partner with Marketing on category-defining content and with Sales on enterprise deals where technical credibility closes the room.
• Lead and develop the technical accounting team. Set the bar for technical depth, customer responsiveness, and product collaboration. Serve as the subject matter expert for Revenue Enablement to build training that brings new technical accountants up to FinQuery standard.
• Provide technical accounting due diligence on M&A targets and stress-test new product concepts for accounting soundness before engineering commits resources.

Vice President, Technical Accounting

• Be the expert in one or more of our technical accounting subledger products — lease accounting, fixed assets, debt management, accruals and prepaid accounting.
• Partner with Product Managers to spec features and resolve the accounting questions that come up during the build.
• Contribute to FinQuery's AI governance work by providing technical accounting input on what AI-assisted outputs are defensible, how accounting judgment should be applied, and where human review is required.
• Handle complex technical accounting questions from internal teams and customers across multiple standards.
• Support new product concept evaluation by providing technical accounting analysis on accounting soundness and identifying potential guidance gaps before engineering commits resources.
• Research new and changing standards and brief internal stakeholders on what matters, what is coming, and what it means for our product and customers.
• Write blogs, guides, and technical explainers that establish FinQuery as the authority in technical accounting. Join panels and webinars as you build your external profile.

Senior Technical Accounting Advisor

Customer Success Manager

• Serve as the face of FinQuery with respect to assigned customers
• Ensure the highest level of customer satisfaction in the industry
• Proactively build trusting relationships and understand customer needs
• Maximize customer satisfaction rates
• Drive expansion by identifying customers’ needs for additional products and services
• Manage renewals and promote adoption, engagement, and advocacy
• Contribute to the development of FinQuery’s product roadmap

Customer Success Manager II

Full-stack Engineer

• Own the roadmap for your feature surface area
• Conduct user discovery, analyze behavior metrics, and prioritize what to build next
• Translate complex financial and accounting standards into elegant data models and intuitive software workflows
• Write clean backend logic, design schemas, and ensure your code is secure, scalable, and auditable
• Track feature adoption, gather user feedback, and iterate continuously