Senior AI Engagement Manager

🕒 April 16

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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

• Collaborate with clients and assess their business goals to formulate AI strategies • Manage and monitor client integrations of technologies into their business processes • Manage all aspects of engagement economics and coordination with other service lines within OneStream to deliver effective customer relationship management of multiple accounts, driving engagements to successful conclusions and positioning OneStream AI for additional future opportunities • Provide full-scope project management and ensure effective initiation, planning, execution, control, and closure (may include multiple projects or a singular large, strategic project) • Develop and maintain project plans and schedules that enable effective management of the constraints of scope, quality, time, and budget • Regularly communicate progress, issues, and risks to the client and internal stakeholders • Manage and document scope changes that impact project budgets and schedules • Leverage OneStream’s engagement methodology and serve as a focal point for partner-led projects while maintaining effective and collaborative relationships with associated third-party partners and vendors • Establish, build, and maintain relationships with practice directors, regional sales directors, and clients to facilitate consulting service and software license sales • Support and participate in local sales pipeline filling events (CPM seminars, webinars, etc.) • Assist as needed with implementation workstreams, including oversight of project budgets, ensuring adherence to quality standards by reviewing project deliverables, and providing oversight of improvement projects for project management tools • Support employee onboarding and engagement initiatives by identifying staffing requirements, maintaining proper project staffing levels, participating in the recruitment process, and mentoring new team members • Serve as the subject matter expert (SME) for Waterline, PRIME, and other methodologies

🎯 Requirements

• Bachelor’s degree in accounting, business, finance, information technology, mathematics, CIS, or equivalent area of study • 8-10 years of related work experience, including implementing complex software solutions • 6+ years of project management experience or equivalent level of technology project lead experience • Strong familiarity with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.) • Demonstrated experience with Microsoft Project, Microsoft Excel, or related project management software

🏖️ Benefits

• Vision • Medical • Life • Dental • 401K