• Responsible for the management and enablement of Channel Partners in Cohesity Partner Ecosystem • Building and handling account and partner plans including managing the tasks within the Channel Management System (CMS) and growing pipeline strategically • Collaborate with partners to drive bookings • Identifying, recruiting and developing new Partners to sell and provide services • Forecasting partner pipeline conversion in coordination with the sales teams • Develops and actively leads a sales strategy and jointly developed business plan for assigned Partner/Distribution account(s) • Tracks partner performance-to-plan • Develops selling & services opportunities with and within Partner organizations • Coordinates marketing activities

• Recruit, mentor, and manage a high-performing team of Alliance Managers and Associates, fostering a culture of accountability and professional growth. • Design and execute the North America consulting partnership roadmap, aligning team quotas and activities with FloQast’s overarching revenue targets. • Establish standardized playbooks for partner onboarding and enablement to ensure a consistent and scalable experience across the NA region. • Drive data-driven decision-making by tracking team KPIs, pipeline health, and partner-sourced revenue via SalesforceBuild and deepen relationships with strategic partners, including Big Four and other top advisory firms. • Partner with Sales Leadership to bridge the gap between our consulting partners and Account Executives, ensuring seamless workflows and territory alignment. • Collaborate with Partner Marketing to develop specialized campaigns, webinars, and regional events tailored to the OCFO (Office of the CFO) audience. • Act as a feedback loop between our most strategic partners and the Product team, ensuring the FloQast roadmap continues to solve the complex needs of the accounting advisory ecosystem. • Represent FloQast at partner meetings, industry events, and executive briefings to strengthen our ecosystem presence. • Handle issues expediently with extreme professionalism • Travel will be 30%+ • Any other duties or tasks that may be assigned to help the company meet its goals

• Driving achievement of field execution KPIs that deliver desired sales results • Providing analytical and operational support to ensure field leaders have necessary information and insights • Supporting Regional Business Directors to identify, diagnose and understand key business trends • Generating insights and supporting desired field execution • Strategically allocating resources and broadly supporting field activities to achieve priorities • Supporting cross-functional collaboration across internal business partners to facilitate key business strategies and tactics • Partnering with Regional Business Directors to explore market trends, identify customer insights, and develop targeted business solutions • Designing and executing regional and district level Oncology Meetings/conferences to align with national brand strategies • Identifying and monitoring key performance indicators (KPIs) to ensure focus and discipline in field execution • Identifying opportunities and risks associated with achieving strategic targets • Creating and aligning strategic action plans based on insights from business, customers, and financial metrics & analytics • Utilizing insights from internal partners and stakeholders to develop a fully aligned and comprehensive annual regional business plan

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Manager of Operations-Level Funded Quoting is responsible for leading the Level-Funded quoting function within the Level-Funded Center of Excellence. This role ensures accurate, timely, and compliant delivery of Level-Funded quotes across multiple carriers and markets while maintaining high standards of quality, consistency, and service. - Provide day-to-day leadership to Level-Funded Quoters. - Drive standardization of quoting practices. - Partner closely with Workforce Analyst, Sales, Underwriting, and Carrier partners to ensure efficient throughput and exceptional client outcomes. Qualifications - High school diploma or equivalent required. - Prior leadership experience in group benefits quoting, underwriting, or specialty insurance operations. - Strong knowledge of Level-Funded, self-funded, or alternative funding arrangements. - Experience managing quoting workflows across multiple carriers and markets. - Proficiency with CRM and quoting systems, preferably Salesforce. - Excellent communication and stakeholder management skills. - Strong analytical and problem-solving abilities. - Relevant coursework or certifications in business, operations or insurance preferred. - 3-5+ years of experience in employee benefits, health insurance, or 5+ years in a related area within the insurance industry ideally in quoting, underwriting or service delivery functions. - 3-5+ years in operations with proven experience leading teams or overseeing day-to-day activities. - Proven experience managing team operations and client-facing service delivery. - Working knowledge of workforce planning and resource allocation to meet performance standards and support departmental objectives. - Prior experience managing on-site, remote, seasonal and external vendor staff preferred. - Strong organizational and critical thinking skills to manage team priorities, resolve moderately complex issues and ensure operational continuity. - Communicates effectively across functions and provides coaching to support team performance and collaboration. - Demonstrated ability to lead and deliver multiple customer-focused projects while balancing cost, timelines and resource constraints. - Proven ability to foster employee engagement and support development through regular feedback, performance management and team-building efforts. - Proficient in the use of CRM, automation tools and business intelligence (BI) dashboards to monitor team performance and drive operational efficiency. - Experience scaling or operating within a Center of Excellence model preferred. Requirements - Lead, coach, and develop a team of Level-Funded Quoters responsible for end-to-end quoting execution. - Ensure quotes are accurate, complete, and aligned with carrier underwriting guidelines and market requirements. - Establish clear expectations for quality, turnaround time, and documentation standards. - Monitor individual and team performance against service level expectations. - Serve as an escalation point for complex or high-risk quoting scenarios. - Partner closely with the Workforce Analyst to manage inventory flow, prioritization, and capacity planning. - Collaborate with Sales to align quoting strategy with client objectives. - Act as a liaison between quoting teams and carrier partners to resolve issues and clarify requirements. - Communicate quoting trends, risks, and capacity constraints to leadership. - Support cross-functional initiatives tied to process improvement and standardization. - Review complex or non-standard quotes for accuracy, competitiveness, and compliance. - Identify recurring errors, gaps, or inefficiencies and implement corrective actions. - Manage escalations related to quoting delays, carrier feedback, or underwriting outcomes. - Ensure proper documentation and audit readiness across all quoted cases. - Use quality insights to inform training and coaching priorities. - Maintain deep expertise in Level-Funded products, carrier offerings, and underwriting methodologies. - Stay current on market conditions, carrier appetite, pricing trends, and regulatory requirements. - Guide the team in selecting appropriate carriers and structuring competitive quoting strategies. - Translate market intelligence into actionable guidance for Sales and Account teams. - Proven people leader with the ability to motivate, coach, and develop technical talent. - Comfortable making decisions in complex and fast-paced environments. - Balances speed, accuracy, and risk in operational decision-making. - Builds trust and credibility across teams through consistency and expertise. - Leads with accountability, clarity, and a continuous improvement mindset. - Maintains composure and effectiveness when managing escalations and deadlines. Benefits - Annual Salary Range: $125,000 - $175,000 per year. - Market-competitive benefits including merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and life insurance.