
1001 - 5000 employees
💸 Finance
🏢 Enterprise
💰 Series B on 2021-04
Software • Finance • Enterprise
OneStream Software is a financial software solutions provider that specializes in streamlining financial consolidation, reporting, and planning processes for businesses. Their platform is designed to enhance organizational efficiency by integrating various financial functions into a single, easily manageable system, thereby enabling businesses to make informed decisions based on real-time financial data.
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1001 - 5000 employees
💸 Finance
🏢 Enterprise
💰 Series B on 2021-04
Software • Finance • Enterprise
OneStream Software is a financial software solutions provider that specializes in streamlining financial consolidation, reporting, and planning processes for businesses. Their platform is designed to enhance organizational efficiency by integrating various financial functions into a single, easily manageable system, thereby enabling businesses to make informed decisions based on real-time financial data.
• Sell OneStream SaaS solutions within a specified territory • Manage and grow existing customer relationships through subscription renewals, expansion, uplifts and cross-selling • Conduct strategic planning and account management across the designated sales territory • Retain and grow the existing solution footprint and meet or exceed assigned quota • Identify new sales opportunities within the existing customer base • Introduce additional products or services to drive upsell and cross-sell opportunities • Manage CRM knowledge transfer, sales pipeline and proposal preparation • Grow pipeline through direct prospecting and business partners including Customer Success, Business Development, Marketing and Alliances • Provide proactive, consultative guidance to customers • Understand customers’ market position, products/services, differentiators and competitive landscape • Present the OneStream value proposition through written, virtual and in-person presentations • Prepare joint business cases aligned with customer objectives and OneStream solutions • Develop and execute business plans to achieve sales targets • Track and forecast sales opportunities accurately • Ensure timely knowledge transfer across internal teams and external collaborators • Assess customer needs through research, discovery sessions and solution demonstrations • Prepare proposals and SaaS agreements • Identify use-case expansion opportunities within customer accounts • Prepare comprehensive proposals in response to client and prospect requests • Model sales professionalism and potentially coach and mentor Sales teams
• Minimum 5-10 years’ experience as a sales manager, sales representative or related occupation specifically in B2B selling across Enterprise accounts • Proven track record in hitting quota and retention targets • Negotiation skills relating to renewals, upselling, cross-selling and solution add-ons • Highly proficient in MS Office Suite and CRM systems • Experience working consultatively with C-level customers on complex SaaS solutions • Extensive customer service experience assessing and evaluating customer needs and satisfaction • Exceptional oral and written comprehension, communication and presentation skills • Experience demonstrating, promoting and selling products/services • Knowledge and experience with marketing/sales strategy and tactics • Knowledge of administration, business and management principles • Experience with MS Office, SFDC and other analytical or project management tools • Extensive experience working in a team environment • Track record of exceeding revenue goals • University Degree or College Diploma in Sales, Business Administration, Marketing or a related field (preferred) • Prior sales experience in the software industry, especially CPM/EPM • Experience with Salesforce (preferred) • Working knowledge of Accounting, Finance and Corporate Performance Management • Ability to build rapport with C-level executives and customers • Highly organized and tech-savvy • Ability to understand and react to customer needs • Willingness to travel • Flexible and adaptable • Goal driven • Must be legally authorized to work for any company in Australia without sponsorship
• Additional variable compensation • Benefits may apply • Multiple training opportunities • Transparency around salary and benefits • Strong culture and camaraderie • Variety of project work (not industry specific)
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