Senior Customer Success Manager

🔥 2 hours ago

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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

• Manage a portfolio of customers. • Partner with sales and your CSM’s to complete a comprehensive sales transition process. • Operate as a seasoned business partner to your customer and their delivery team by knowing their strategy and plan. • Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal. • Understand customer’s OneStream contractual agreements. • Manage and execute the customer’s onboarding process. • Develop strong working relationship with your customer and their delivery team. • Establish and execute cadence-based “Business Review” meetings with your customer. • Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal.

🎯 Requirements

• A minimum of 8 years of professional experience. • At least 5 years of experience in Customer Success Manager position within a SaaS or Technology related company. • Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives. • Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting. • Degree in Business, Accounting, Finance, Information Technology or related field. • Corporate Performance Management (CPM) experience. • Customer and account management experience. • Management consulting/technology consulting experience. • Prior experience with any of the following CPM Software products: OneStream, Oracle’s EPM suite, SAP BPC, IBM Cognos, Anaplan, or other CPM solutions.

🏖️ Benefits

• Vision • Medical • Life • Dental • 401K