Role Overview

Proactively originate and close net-new logo OneStream opportunities within the Office of the CFO across enterprise and upper mid-market organizations
Establish new client relationships through disciplined outbound prospecting, executive networking, industry events, and alliance-driven introductions
Develop and execute targeted account penetration strategies focused on displacing legacy CPM platforms or positioning OneStream in competitive evaluations
Own and drive all aspects of the sales lifecycle for new clients including prospecting, discovery, value articulation, solution positioning, contract negotiations, and closing
Deliver compelling, finance-centric executive presentations to CFOs, CAOs, Controllers, and FP&A leaders focused on modernization, AI-enabled forecasting, scenario modeling, and measurable ROI
Build and maintain strategic channel relationships with OneStream Regional Vice Presidents, Account Executives, Alliance Leaders, and Partner Managers to drive co-sell pipeline
Stay up to speed on new OneStream product capabilities and the associated value proposition
Actively participate in joint account planning with OneStream field sales to identify whitespace opportunities and influence platform-led services opportunities
Coordinate and execute field marketing initiatives with OneStream, Data Solutions, and internal marketing teams, including executive roundtables, industry events, webinars, and targeted prospect engagement campaigns to drive new pipeline creation
Work closely with the Data Solutions team to position multi-platform engagements (e.g., OneStream implementation combined with Snowflake data modernization, analytics, or AI initiatives) to deliver comprehensive finance transformation solutions
Articulate the value of AI-enabled finance capabilities—including predictive forecasting, anomaly detection, automated reconciliations, and real-time executive dashboards—enabled through modern CPM and cloud data platforms
Maintain fluency in emerging AI trends impacting the Office of the CFO and translate those trends into actionable business value propositions for clients
Generate and maintain a strong self-sourced pipeline, with measurable expectations around outbound activity and opportunity creation
Lead internal teams through solution workshops, proposal strategy sessions, and proof-of-concept initiatives to support competitive pursuits
Build consensus and develop relationships at multiple levels – executive sponsors, finance transformation leaders, data leaders, and IT stakeholders within prospective clients
Create and execute comprehensive territory and account plans focused on new revenue acquisition and market share growth
Transition newly closed clients into successful onboarding engagements while maintaining executive ownership to drive expansion opportunities

Requirements

7+ years proven track record of B2B enterprise sales experience, with a strong emphasis on new logo acquisition
3+ years of experience selling finance-focused enterprise software or consulting services into the Office of the CFO
Demonstrated experience selling OneStream or comparable CPM platforms (e.g., Hyperion, SAP Group Reporting, Oracle EPM, Anaplan, Workday Adaptive Planning, CCH Tagetik, etc.)
Strong understanding of Corporate Performance Management processes including financial consolidation, budgeting, forecasting, scenario modeling, and reporting
Working knowledge of modern cloud data platforms (e.g., Snowflake) and how they integrate with CPM solutions
Conversant in AI-enabled finance trends, including predictive forecasting, machine learning applications in FP&A, and intelligent automation within the finance function
Proven ability to build pipeline through self-sourced outbound activity and alliance development
Experience developing executive-level relationships within technology partner organizations, particularly within the OneStream ecosystem
Demonstrated ability to exceed revenue targets in a competitive, consultative selling environment
Self-motivated, highly driven hunter mentality with strong prospecting discipline and resilience
Ability to collaborate cross-functionally with Finance & Operations, Data Solutions, marketing, and alliance teams
Outstanding executive presence, communication, and negotiation skills
Ability to travel up to 50%

Tech Stack

Cloud
Oracle

Benefits

generous time off
paid holidays
paid parental leave
a 401(k) with company match
highly subsidized health, dental, and vision plans
company-paid life and disability insurance
a monthly allowance for well-being and technology expenses
reimbursement for approved learning and development initiatives within defined limits

Spaulding Ridge

Open Positions (1)

Sales

Senior Account Executive