OneStream Software
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.
Principal Partner Success Manager – CPM/EPM Software
🕒 April 30
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OneStream Software
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
• Act as the primary point of contact for implementation partners, ensuring the partner has the necessary resources and both technical and functional support. • Own regular partner status calls to discuss partner project delivery status and delivery concerns. • Build and maintain strong relationships with partners to drive success of OneStream implementations and partner success. • Serve as a co-liaison with Partner Alliances between partners and internal teams (Support, Remote Consulting, Partner Enablement, Engineering, Customer Success), focusing on creating value for the partner by guiding them to appropriate teams and processes when needed. • Monitor and support partner led implementations to ensure adherence to project delivery and partner success. • Enable and engage partners with functional information, new features, and solution content. • Identify opportunities to improve partner processes and develop strategies to improve efficiency.
🎯 Requirements
• Bachelor’s degree in fields such as (but not limited to) Accounting, Business, Finance, Information Systems, Mathematics, or CIS, or equivalent work experience. • Minimum 2 years of experience project management, stakeholder management or account management. • Minimum 5 years of experience consulting or Functional account management for software implementations for Corporate/Enterprise Performance Management (CPM/EPM) platforms. • Partner Success experience at a CPM/EPM vendor, emphasizing implementation and delivery success (preferred). • Master’s degree in business, Accounting, Finance, or Information Technology (preferred). • A professional accounting designation (e.g. CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), and/or other professional designations or certifications (applicable to accounting/finance and information technology) (preferred). • Project management, program management or account management expertise (preferred). • Deep experience with SQL, C#, VB.net, or Visual Basic (preferred). • Any object-oriented programming a plus (preferred). • Strong knowledge of financial accounting processes. • Ability to develop trust and strong relationships.
🏖️ 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
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