Account Executive

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OneStream Software

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals. • Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions. • Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances. • Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment. • Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition. • Balance new business and existing account growth to meet or exceed sales targets. • Serve as a consultative partner, delivering insights and value that support long-term customer success and retention. • Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations. • Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders. • Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges. • Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment.

🎯 Requirements

• 3–5+ years of B2B sales experience, with a strong focus on new business; high-potential candidates with less experience will also be considered. • Proven track record of consistently exceeding quotas through net-new customer acquisition. • Demonstrated success in prospecting, pipeline generation, and closing complex deals. • Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels. • Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles. • Strong command of sales methodologies such as MEDDPICC or Challenger to manage complex sales cycles. • Strategic thinker with business acumen to align solutions with customer pain points and goals. • Ability to manage multiple concurrent opportunities with speed, discipline, and strong execution across relatively short to mid-length sales cycles. • Strong team player who values collaboration and actively contributes to a high-performance team culture. • Comfortable operating independently in fast-paced, high-growth environments. • Experienced in collaborating with Marketing, Product, Business Development, and Pre-Sales to accelerate deal velocity. • Values being regularly present in the office and recognizes the importance of face-to-face collaboration in building trust, alignment, and high performance.

🏖️ Benefits

• Transparency around corporate structure, salary, and benefits • Core value of customer success • Variety of project work (not industry-specific) • Strong culture and camaraderie • Multiple training opportunities