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.)
Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing)
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
Champion your customer’s requests by collaborating with the Customer, their delivery team and various OneStream departments (Customer Support, Cloud, Technical SME’s, Product Mgmt. etc.)
Keep management informed of progress and obstacles on your portfolio of customers

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.

Senior Customer Success Manager, East Region

Key skills