Principal Partner Success Manager

🔥 3 hours ago

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OneStream Software

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

💸 Finance

🤝 B2B

SaaS • Finance • B2B

OneStream is an AI-driven enterprise performance management (EPM/CPM) software platform built for the Office of the CFO. It unifies financial close and consolidation, planning and forecasting, reporting and analytics, ESG reporting, and operational data into a single intelligent platform so finance teams have a single source of truth. OneStream positions itself as an "AI operating system for modern Finance," embedding governed AI capabilities across workflows (forecasting, scenario modeling, reconciliations, narrative reporting and agentic finance), and is marketed as a SaaS/enterprise solution for large finance organizations and corporate accounting teams. The company is recognized by analysts (Gartner leader in Financial Close & Consolidation and Financial Planning categories) and partners with Microsoft to embed its capabilities in Microsoft 365.

📋 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. • Provide guidance on overall partner health and future planning with the partner. • Monitor and support partner led implementations to ensure adherence to project delivery and partner success. • Review projects plans and provide recommendations to project timelines and go-live success. • Identify opportunities to improve partner processes and develop strategies to improve efficiency.

🎯 Requirements

• Fluency in both French and English (written and verbal communication) required. • 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. • 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) • Deep experience with SQL, C#, VB.net, or Visual Basic. • Prior experience and expertise in Scalability and Performance of EPM/CPM products. • Prior experience with Azure based SaaS platforms.

🏖️ Benefits

• Additional variable compensation and benefits may apply