
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.
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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.
• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals • Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions • Build and maintain a healthy sales pipeline through self-sourced efforts and cross-functional collaboration • Maintain clean, accurate, and up-to-date Salesforce records • Prepare and present tailored business cases, proposals, and SaaS agreements • Balance new business and existing account growth to meet or exceed sales targets • Serve as a consultative partner supporting long-term customer success and retention • Clearly articulate OneStream’s differentiators through written, virtual, and in-person presentations • Track and forecast sales opportunities and ensure timely knowledge transfer • Conduct discovery sessions, research, and demos to assess client challenges • Create high-impact proposals and responses to client requests • Collaborate with Marketing, Pre-Sales, Business Development, and Strategic Alliances to accelerate deal velocity • Engage C-level stakeholders and navigate enterprise sales cycles
• 5-10+ years of B2B sales experience, with a strong focus on new business; high-potential candidates with less experience will also be considered • Proven track record of consistently exceeding quotas through net-new customer acquisition • Demonstrated success in prospecting, pipeline generation, and closing complex deals • Hunter mindset with ability to drive outbound efforts and convert leads from multiple channels • Skilled at articulating solution value to senior stakeholders and navigating multi-threaded sales cycles • Strong command of sales methodologies such as MEDDPICC or Challenger • Strategic thinker with business acumen to align solutions with customer pain points and goals • Comfortable operating independently in fast-paced, high-growth environments • Experience collaborating with Marketing, Product, Business Development, and Pre-Sales • Prior sales experience in the SaaS industry, especially within the CPM / EPM industry or financial software space • Knowledge of Salesforce • Ability to build and maintain trusted relationships with C-level executives and key stakeholders • Must be legally authorized to work for any company in the United States without sponsorship • University Degree or College Diploma in Sales, Business Administration, Marketing, or a related field (preferred)
• Vision insurance • Medical insurance • Life insurance • Dental insurance • 401(k) • Short- and long-term disability insurance • Vacation time • Paid holidays • Professional development • Retirement plan • Multiple training opportunities • Travel may be required up to 50% or more to meet sales objectives and company events
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