Account Director

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OneStream Software

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

• The Account Director is responsible for the sale of OneStream SaaS solutions within a specified territory • Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges and OneStream’s value proposition • Introduce additional products or services that meet the evolving needs of our customers, driving upsell and cross-sell opportunities • CRM knowledge transfer, sales pipeline management, and proposal preparation • Grow pipeline via direct efforts/prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances • Provide proactive and consultative guidance that will add value to their business objectives, ensuring high retention and net revenue growth for OneStream • Articulately and effectively convey the OneStream value proposition via written, virtual and in-person presentations • Prepare joint business cases that align prospects and customers’ business objectives with OneStream’s solutions and value proposition and leverage them in sales cycles to establish and build alignment to support revenue generation • Achieve sales targets • Develop and execute business plans to achieve sales targets • Accurately track and forecast sales opportunities • Identify opportunities for OneStream use case expansion within customer accounts to drive additional revenue • Develop comprehensive proposals in response to client and prospect requests • Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams.

🎯 Requirements

• Minimum 5-10 years’ experience as a sales manager, sales representative or a related occupation specifically in B2B selling across the Enterprise accounts • Proven track record in hitting quota and retention targets • Organized, detail-oriented with the ability to prioritize and respond quickly • Negotiation skills as it relates to renewals, upsell, cross-selling and additional solution add-ons • Highly proficient in MS Office Suite, and CRM systems • Experience working in a consultative capacity with C-level customers on complex SaaS solutions • Extensive customer service experience in assessing and evaluating customer needs and satisfaction and meeting specified standards with respect to products and services • Exceptional oral and written comprehension, communication and presentation skills • Experience demonstrating, promoting, and selling products/services • Knowledge and experience with marketing/sales strategy and tactics • Knowledge of administration, business, and management principles • Experience with MS Office and SFDC, and other analytical or project management tools • Extensive experience working in a team environment • Track record of exceeding revenue goals.

🏖️ 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

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