Senior Engagement Manager

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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

• Manages 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 conclusion and positioning OneStream for additional future opportunities. • Provides full scope project management and ensures effective initiation, planning, execution, control, and closure. • Develops and maintains 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. • Leverages OneStream's engagement methodology and serves as a focal point for partner-led projects while maintaining effective and collaborative relationships with associated third-party partners and vendors. • Establishes, builds, and maintains relationships with practice directors, regional sales directors, and clients to facilitate consulting service and software license sales. • Supports and participates in local sales pipeline filling events.

🎯 Requirements

• Bachelor's degree in Accounting, Business, Finance, Information Technology, Mathematics, or CIS, or equivalent area of study. • 12 - 15 years of related work experience, including implementing complex software solutions. • 8+ years of project management experience or equivalent level of technology project lead experience. • Demonstrated experience with Microsoft Project or related project management software tools.

🏖️ Benefits

• Vision • Medical • Life • Dental • 401K