Senior Customer Success Manager, Central Region

🔥 18 hours ago

🌽 Illinois, Minnesota, +1 more states – Remote

🌽 Illinois – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $114k - $148k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

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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

• Managing your portfolio of customers • Partner with sales and your CSM’s to complete a comprehensive sales transition process • Operate as a seasoned business partner to your customer and their delivery team by knowing their strategy and plan • Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal • Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.) • Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services • Manage and execute the customer’s onboarding process • Develop strong working relationship with your customer and their delivery team • Establish and execute cadence-based “Business Review” meetings with your customer • Support your Region CS Director in conducting monthly Region Health Check meetings with the regional sales team • Work with your Regional CS Director to proactively manage the regions portfolio of renewals, expansions, and conversions to SaaS • Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal • Align with Customer Success Leadership on regional metrics • Develop and grow your knowledge of OneStream’s Platform and MarketPlace Solutions and share that knowledge with customers • Promote awareness of Regional OneStream Communities and customer educational events • Keep management informed of progress and obstacles on your portfolio of customers • Support Sales in the Customer Account Planning sessions • Understand what your customer’s values in their partnership with OneStream now and in the future • Actively listen to customers and help them understand how they can get the most value from their investment in OneStream • Be a point of escalation for your CSM’s customer requests, issues, and escalations • Champion your customer’s requests by collaborating with the Customer, their delivery team and various OneStream departments • When necessary, be the respectful challenger to set and manage customer expectations, ensuring customer retention creating a life-long customer.

🎯 Requirements

• A minimum of 8 years of professional experience. • At least 5 years of experience in Customer Success Manager position within a SaaS or Technology related company. • Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives. • Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting. • Degree in Business, Accounting, Finance, Information Technology or related field. • Corporate Performance Management (CPM) experience • Customer and account management experience. • Management consulting/technology consulting experience. • Prior experience with CPM Software products such as OneStream, Oracle’s EPM suite, SAP BPC, IBM Cognos, Anaplan, or other CPM solutions.

🏖️ Benefits

• Vision • Medical • Life • Dental • 401K