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 (Cloud/SaaS, Term, etc.)
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
Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing)

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 (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis), IBM Cognos, Anaplan, or other CPM solutions.

Senior Customer Success Manager, West Region

Key skills