Director Product Strategy & Operations

FloQast’s Product organization is at an inflection point. We have product-market fit a portfolio expanding across Close Compliance Reporting and AI and a customer base that runs their month-end close on our software. We need a strategic operating partner to turn that position into the next phase of growth — someone who can shape how Product plans measures ships and gets better. This is that role.

FloQast builds the Accounting Transformation Platform. Thousands of finance and accounting teams — from high-growth startups to global enterprises — use FloQast to manage the close reconciliations compliance and reporting. Our customers care about precision and trust. So do we.

About the role

The Director of Product Strategy & Operations is a senior individual contributor reporting to the SVP of Product. You are the force multiplier for Product leadership and the operating backbone of how we build. Your mandate spans three areas:

• Strategy and roadmap point of view. You do not just run the planning process — you sharpen it. You bring a perspective on where we should invest what we should sunset and how the portfolio adds up to a strategy. You turn ambiguous inputs from leadership the market and the data into prioritization frameworks that hold up under scrutiny.

• Metrics OKRs and product analytics. You own the system of record for product health. KPIs OKRs NPS instrumentation and exec reporting — you design it govern it and use it to drive better decisions. When leadership asks “is this working?” the answer comes from you with evidence.  

• AI tooling and best practices.  We’ve already taken big strides to heavily adopt Claude and other AI prototyping / coding tools.  Both Product & Design have made shifts in how they work to embrace these new tools.  You will carry this forward and deepen our capabilities drive improvements in how the team is using AI tools help capture and share knowledge best practices our internal repository of Claude Skills etc.  

• Launch operations and PM craft. You own the launch motion end to end with Marketing Sales and Customer Success — beta through GA through adoption. You raise the bar on the PM function itself: hiring ladders onboarding and the tooling product managers depend on.

What You'll Do:

• Strategy planning and investment

• Quarterback the annual quarterly and monthly planning cadence for the Product organization — from inputs (market customer competitive data) to outputs (roadmap OKRs investment thesis).

• Develop a point of view on portfolio investment. Where do we lean in? Where do we divest? What does the portfolio add up to? Pressure-test PM proposals with data and structured argument.

• Drive executive-level product reviews. Prepare the SVP/CPO for board ELT and all-hands moments with materials that hold up under scrutiny and end the meeting with a decision.

• Build the frameworks that let us say no to good ideas in favor of better ones — and make those trade-offs legible to the rest of the company.

Metrics OKRs and product analytics

• Own the Product organization’s KPI system: leading and lagging indicators OKRs instrumentation standards NPS methodology and the exec dashboards that surface product health across the portfolio.

• Run the product analytics stack and the in-app guidance program. Set the bar for how PMs use data.

• Build the operating mechanisms — weekly monthly quarterly — that surface what is working and what is not early enough to act on it.

• Translate data into narrative. Numbers alone do not move organizations; the story around them does.

Launch operations and PM craft

• Own the end-to-end launch motion: beta to GA to adoption in lockstep with Marketing Sales Customer Success and Support.

• Evolve our early access and beta programs so they scale across self-serve and sales-assisted segments.

• Raise the PM bar. Partner with the SVP/CPO on hiring profiles leveling and career ladders onboarding and the day-to-day tools PMs depend on.

• Embed voice of customer into every product decision. Close the loop between Product CX Sales and Marketing so feedback drives prioritization not just listening sessions.

What You'll Bring:

8+ years across product management product operations strategy and operations or top-tier management consulting. At least some time inside a $100M+ ARR B2B SaaS Product organization.

A track record of owning a planning and OKR cadence for a sizable Product or Engineering organization. You have run it — not just contributed to it.

Quantitative fluency. You are comfortable in SQL BI tools and product analytics platforms (Pendo Amplitude Mixpanel or similar). You can build a dashboard executives actually use.

A demonstrated ability to form a strategic point of view and defend it with data — even when senior stakeholders push back.

Experience running cross-functional launches at SaaS scale including coordination with Marketing Sales Customer Success and Support.

Sharp written communication. You write the memo that ends the meeting.

Operating temperament: high agency high judgment comfortable with ambiguity. You codify recurring problems into durable systems rather than solving them twice.

Bonus points:

• Direct experience as a PM or PM leader.

• Domain familiarity with accounting ERP audit or finance workflows.

• Experience supporting an SVP Product or CPO directly as a chief-of-staff-style operator.

• Experience standing up a Product Operations function from scratch.

What success looks like

A rough shape of the first year:

• Months 1–3 — Diagnose. Sit inside our planning cadence OKR system launch motion and PM workflows. Map what is working what is broken and what is missing.

• Months 4–6 — Ship the first upgrade. Pick one system — likely our planning cadence or executive product-health reporting — and make it best-in-class.

• Months 7–9 — Codify the launch motion. Turn product launches into a repeatable instrumented motion across the portfolio.

• Month 12 — Indispensable. You are the person the SVP / CPO cannot imagine operating without — because the planning system the metrics system and the launch system all run better than they did before you arrived.

Why this role matters

This is not a process role. The Product Operations function we are building will set how FloQast invests how we measure and how we ship — at a moment when the company has a real shot at becoming the system of record for finance and accounting teams worldwide. If shaping that operating model sounds like the most interesting work you could be doing over the next five years we should talk.

 

What We Do

By automating and streamlining common accounting workflows to make them more efficient FloQast is where accounting teams want to work so they can focus on what matters most even when that’s just logging off on time. Whether automating reconciliations documentation requests or streamlining recurring accounting processes such as the month-end close financial reporting or payroll FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.

Why Work With Us

Our cloud-based AI-enhanced software is trusted by more than 3000 accounting teams including those at Twilio Gong Instacart and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.

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