
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.
🔥 12 hours ago
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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.
• Lead complex, tailored demonstrations and solution presentations for partners, prospects, and customers • Translate diverse customer requirements into validated solution designs and compelling proof-of-concepts • Shorten sales cycles by presenting standard and custom product demos to mid- and C-level Finance executives • Assist prospective clients and customers, ensuring satisfaction with minimal supervision • Serve as a resource for less experienced Sales Consultants, Sales Development, and Sales Representatives • Contribute to team knowledge sharing • Transform complex customer challenges into compelling Proof-of-Concept presentations • Create and present high-quality OneStream demonstrations showcasing advanced product features, benefits, and future direction • Identify optimal solutions for customer needs and articulate OneStream’s overall value proposition • Ensure standard demo environments and materials are current, accurate, and impactful • Deliver clear, persuasive presentations and foster trust with stakeholders
• Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or a related field (or equivalent experience) • 6+ years of CPM industry experience in technical presales, consulting, or related roles • Technical experience with CPM tools (OneStream or similar) • Background in Finance/Accounting and familiarity with business analysis and financial modelling • Strong presentation and public speaking skills • Ability to lead technical discussions confidently • Proven ability to perform rapid assessments of customer landscapes and identify use cases • Experience guiding customers in evaluating CPM solutions or similar • Understanding of Corporate Performance Management concepts and financial modelling • Familiarity with OneStream or similar CPM platforms and related technologies • Basic knowledge of database management and cloud-based solutions • Awareness of business processes in Finance and Accounting • Excellent verbal and written communication skills • Active listening and interpersonal skills • Detail-oriented with impeccable attention to accuracy • Ability to multi-task and manage priorities in a fast-paced environment • Proficiency in building credibility and maintaining professionalism in client interactions • Comfortable interacting with C-level executives and senior stakeholders • Flexible and adaptable to changing priorities and client needs • Works effectively in a collaborative team environment • Results-driven with a competitive mindset • Ability to travel as required for client engagements • Capable of leading technical discussions and aligning solutions to customer needs • Must be legally authorized to work for any company in the country where this position is located without sponsorship
• Vision insurance • Medical insurance • Life insurance • Dental insurance • 401K • 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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