OneSource Virtual
501 - 1000 employees
Founded 2008
🤝 B2B
☁️ SaaS
💸 Finance
💰 Series B on 2015-06
B2B • SaaS • Finance
OneSource Virtual is a leading provider of business process as a service (BPaaS) solutions tailored for Workday customers. They specialize in automating administrative tasks related to payroll, benefits administration, and finance & accounting services. With a strong focus on accuracy and proactive support, OneSource Virtual helps organizations maximize their Workday investment, enabling them to reclaim internal resources and streamline processes through expert services and innovative technology.
Principal Customer Success Manager
Job not on LinkedIn
🕒 6 days ago
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OneSource Virtual
501 - 1000 employees
Founded 2008
🤝 B2B
☁️ SaaS
💸 Finance
💰 Series B on 2015-06
B2B • SaaS • Finance
OneSource Virtual is a leading provider of business process as a service (BPaaS) solutions tailored for Workday customers. They specialize in automating administrative tasks related to payroll, benefits administration, and finance & accounting services. With a strong focus on accuracy and proactive support, OneSource Virtual helps organizations maximize their Workday investment, enabling them to reclaim internal resources and streamline processes through expert services and innovative technology.
📋 Description
• Define and execute success plans for complex, high-value clients • Own a portfolio of strategic accounts, delivering against NRR and expansion targets • Lead client conversations on disbursement optimization, payment waterfall, and Virtual Card adoption • Establish trust with C-level stakeholders and lead Strategic Business Reviews • Partner with Sales, Product, and Support teams to align client goals with internal initiatives • Champion client needs and provide insights for product roadmaps • Mentor junior CSMs and help define customer success disciplines
🎯 Requirements
• 15+ years in Customer Success, Account Management, Sales or Consulting • Deep experience in Commercial Payments, Virtual Card, disbursement workflows or financial operations • Strong ability to influence cross-functional teams and senior stakeholders • Proficient in using data and analytics to monitor health scores • Excellent executive communication and presentation skills • Experience with upsell pipelines, P&L impact, and contract negotiations • Ability to understand complex payment and technology challenges
🏖️ Benefits
• Competitive salary • Values-based culture • Upward mobility opportunities • Professional development
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