Senior Customer Success Manager

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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

• Manage overall relationships with assigned customers, ensuring adoption, retention, and renewals. • Develop multi-purpose relationships throughout customer organizations. • Develop and execute Customer Success Plans to establish critical goals and help customers achieve their business objectives and strategic goals. • Measure and monitor customers’ progress against key performance indicators, reporting internally and to customer stakeholders. • Facilitate regular meetings (weekly/monthly/quarterly/bi-annually/annually) with customers to review program statuses following the right governance at different stakeholder levels. • Own and drive strategic engagements with decision makers during regular business reviews. • Serve as a trusted advisor to customers, driving continued value from our products and services. • Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions. • Identify and develop expansion opportunities within existing accounts. • Develop a strong internal network across the entire internal ecosystem. • Advocate for customer needs across departments and manage resolutions for escalated concerns. • Identify risks within accounts and take proactive measures to manage or resolve them efficiently. • Drive customers to take part in user groups and regional customer events. • Drive Customers to build staff training and develop a center of excellence. • Ensure customers achieve continuous ROI by consulting on workflows and aligning outcomes with business goals. • Gain and maintain sound knowledge in the OneStream platform and future product offerings. • Mentor newer members of team. • Collaborate with Customer Success colleagues across your region. • Utilize customer management tools to track communication, issues, and metrics.

🎯 Requirements

• 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 • Prior experience in dealing with complex customers • Understanding of corporate finance functions including financial close, planning, budgeting, forecasting, management reporting is preferred.

🏖️ 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