Senior Product Marketing Manager – Financial Services

🕒 March 26

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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

• Own the Go-To-Market strategy for the Financial Services industry with a primary focus on Banking, including regional banks, super regionals, credit unions, and diversified financial institutions. • Serve as the internal banking subject-matter expert, translating industry trends, regulatory pressures, and operational challenges into differentiated positioning and field-ready messaging. • Design and execute vertical GTM plays that drive pipeline growth, improve win rates, and expand average deal size across the banking sector. • Partner closely with Sales leadership to embed banking plays into account strategies, deal pursuits, and territory planning. • Develop industry-specific messaging, value narratives, and use-case frameworks that resonate with CFOs, FP&A leaders, risk teams, and IT decision-makers. • Own sales enablement for the banking vertical, including the development of playbooks, talk tracks, competitive battlecards, and ROI and business case tools. • Lead cross-functional GTM planning for banking-specific launches, campaigns, field events, and executive programs. • Collaborate with Field Marketing to activate industry campaigns, ABM programs, webinars, and in-person events. • Drive buyer persona development and industry research to uncover new opportunities and inform product and GTM strategy. • Partner with Competitive Intelligence to develop banking-specific competitive positioning and win strategies. • Influence product roadmap priorities by providing market, customer, and competitive insights from the banking vertical. • Build a strong customer advocacy program within Financial Services, including case studies, videos, and reference accounts. • Represent OneStream as a banking thought leader at industry conferences, analyst briefings, and customer events. • Track and report success metrics, including pipeline influence, win rates, ACV growth, and campaign performance.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or Business. • 5+ years experience in Financial Services, with Banking exposure (regional banks, super‑regionals, credit unions). • Experience across the full GTM lifecycle (launches, messaging, enablement) • Experience enabling enterprise sales motions. • Ownership of vertical‑level GTM strategy, not just product messaging. • Proven experience partnering directly with Sales leadership on pipeline and deal strategy.

🏖️ Benefits

• Vision • Medical • Life • Dental • 401K