Account Director

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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

• Identify new sales opportunities within the existing customer base • Drive upsell, cross-sell, subscription renewals, expansions, and solution add-ons • Manage CRM knowledge transfer, sales pipeline, and proposal preparation • Build pipeline through direct prospecting and business partner referrals • Provide proactive, consultative guidance to customers • Understand customers’ markets, products, competitive landscapes, and business objectives • Present OneStream’s value proposition through written, virtual, and in-person presentations • Prepare joint business cases aligned with customer objectives and OneStream solutions • Develop and execute business plans to achieve sales targets • Track and forecast sales opportunities accurately • Transfer knowledge across internal teams and external collaborators • Assess customer needs through research, discovery sessions, and solution demonstrations • Prepare proposals and SaaS agreements • Expand OneStream use cases within customer accounts to drive revenue • Role-model sales professionalism and coach or mentor Sales teams

🎯 Requirements

• Minimum 5–10 years’ experience as a sales manager, sales representative, or related occupation in B2B enterprise-account sales • Proven track record of hitting quota and retention targets • Negotiation skills for renewals, upselling, cross-selling, and solution add-ons • Highly proficient in MS Office Suite and CRM systems • Experience consulting with C-level customers on complex SaaS solutions • Extensive customer service experience assessing and meeting customer needs and service standards • Exceptional oral and written comprehension, communication, and presentation skills • Experience demonstrating, promoting, and selling products/services • Knowledge of marketing and sales strategy and tactics • Knowledge of administration, business, and management principles • Experience with MS Office, SFDC, and analytical or project management tools • Extensive team-environment experience • Track record of exceeding revenue goals • University Degree or College Diploma in Sales, Business Administration, Marketing, or a related field (preferred) • Prior software-industry sales experience, especially CPM/EPM (preferred) • Salesforce experience (preferred) • Working knowledge of Accounting, Finance, and Corporate Performance Management • Ability to build rapport with C-level executives and customers • Highly organized, tech-savvy, flexible, adaptable, goal-driven, and able to respond to customer needs • Willingness to travel • Legally authorized to work for any company in the United Kingdom without sponsorship

🏖️ Benefits

• Additional variable compensation • Benefits may apply • Transparency around corporate structure, salary, and benefits • Variety of project work (not industry specific) • Strong culture and camaraderie • Multiple training opportunities