
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
💵 $99k - $128.5k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
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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.
• Develop, support, and grow skillsets within a portfolio of strategic partners • Bridge OneStream internal teams and partners, managing functional and technical aspects of partner implementations • Track projects, partner health and growth, partner program tier leveling, scorecards, OnePass utilization, and skill-level certifications • Act as the primary point of contact for implementation partners • Own regular partner status calls covering project delivery status and delivery concerns • Build and maintain partner relationships to drive successful OneStream implementations • Provide guidance on partner health and future planning • Liaise between partners and Support, Remote Consulting, Partner Enablement, Engineering, and Customer Success teams • Escalate delivery timeline concerns and mitigate project risks • Provide input on partner leveling based on implementation experience and skillsets • Drive partners to develop and maintain a center of excellence function • Monitor and support partner-led implementations • Review project plans and recommend timeline and go-live improvements • Increase customer satisfaction and adoption through functional enablement • Recommend enablement materials based on customer requirements • Review partner cases and internal center-of-excellence utilization • Review and identify key deliverables for partner success • Develop and deliver partner Seismic pages with functional information, new features, and solution content • Engage partners with online courses, content, and enablement materials • Identify partner process improvements and develop efficiency strategies • Develop proactive enablement and services to prevent customer escalations • Create SOP documentation and expand governance across projects • Conduct gap analysis with Partner Alliances to build a stronger partner process and project-management framework
• Bachelor’s degree in Accounting, Business, Finance, Information Systems, Mathematics, CIS, or equivalent work experience • Minimum 2 years of experience with project management, stakeholder management, or account management • Minimum 5 years of experience consulting or functional account management for software implementations for CPM/EPM platforms • All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship • Excellent project skills related to product implementation • Excellent customer service skills • Ability to effectively communicate concise functional guidance and recommendations • Ability to develop trust and strong relationships • Ability to deliver difficult feedback regarding product implementations and project status • Desire to enable others and continuously grow functional knowledge • Self-directed with a strong desire to succeed • Strong organizational skills and attention to detail • Ability to manage and complete multiple streams of work in a timely manner • Presentation skills and strong interpersonal communication abilities • Ability to collaborate and solve problems alone and as a team • Strong knowledge of financial accounting processes • Ability to create drafts of project status • Ability to diagnose and troubleshoot issues
• Vision insurance • Medical insurance • Life insurance • Dental insurance • 401(k) • Short-term disability • Long-term disability • Vacation time • Paid holidays • Professional development • Retirement plan • Multiple training opportunities • Transparency around corporate structure, salary, and benefits • Variety of project work (not industry-specific) • Strong culture and camaraderie
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