Senior Account Executive

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