Customer Success Manager – Enterprise SaaS

🕒 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

• Oversee a portfolio of customers from onboarding to sustained engagement • Act as the primary advocate for customers to maximize their investment in OneStream • Collaborate with sales team for upselling and cross-selling opportunities • Develop strong working relationships and align with customer needs • Identify and mitigate risks to customer satisfaction • Promote awareness of OneStream Communities and educational events

🎯 Requirements

• Minimum of 5 years overall experience • At least 3 years in a Customer Success role within a SaaS technology company • Familiarity with Finance or IT departments and engaging with senior decision-makers • Proven experience in building and managing strong customer relationships • Conceptual understanding of key finance processes • Degree in Business, Accounting, Finance, Information Technology, or a related field is preferred.

🏖️ 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