
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.
🔥 0 minutes ago
🌽 Illinois, Iowa, +8 more states – Remote
💵 $131k - $170k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🏆 Customer Success
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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.
• Execute overall company and Customer Success strategy to deliver adoption, expansion, and retention. • Drive adoption and retention efforts across your region, leveraging data-driven insights to optimize customer outcomes. • Lead and coach a team of Customer Success professionals in achieving business goals including maintaining a high GRR, increasing NRR, and driving key KPIs. • Serve as a customer-facing leader and foster senior and executive-level strategic relationships across your book of business. • Measure and monitor your book of business progress against key performance indicators, reporting internally and to customer stakeholders. • Build and execute Customer Success Plans to establish strategic goals and help customers achieve their business objectives. • Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions. • Advocate for customer needs across departments and manage resolutions for escalated concerns. • Demonstrate a commercial mindset to drive strategic alignment and tactical execution.
• Minimum of a bachelor’s degree; an advanced degree may be considered in lieu of professional experience. • 8+ years in a related function with direct customer advocacy and engagement experience. • Minimum of 5 years of experience in Customer Success, Consulting, Account Management, or Sales/Pre-Sales. • Minimum of 1 year of experience in a leadership or team lead capacity. • Prior experience in dealing with C-level executive stakeholders. • Prior experience in dealing with complex customers. • Prior experience in SaaS applications. • Prior experience with any CPM solution (OneStream, Oracle, SAP, Anaplan, or other). • Sound understanding of corporate finance functions including financial close, planning, budgeting, forecasting, and management reporting.
• Vision • Medical • Life • Dental • 401K
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