
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 pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances • 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 • Demonstrate professionalism, accountability, and collaborative selling behavior • Travel up to 50% or more to meet sales objectives and attend company events • Collaborate with Marketing, Pre-Sales, Business Development, and Strategic Alliances to maximize market reach and accelerate deal velocity
• 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 thinking and business acumen to align solutions with customer pain points and goals • Ability to operate 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 • University degree or college diploma in Sales, Business Administration, Marketing, or a related field is preferred • Proven ability to build and maintain trusted relationships with C-level executives and key stakeholders • Ability to identify, understand, and proactively respond to evolving customer needs • Ability to navigate complex and changing environments • Must be legally authorized to work for any company in the United States without sponsorship
• 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 to company events • Transparency around corporate structure, salary, and benefits • Variety of project work • Strong culture and camaraderie
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