OneStream Software is redefining the future of finance with their cloud-based Corporate Performance Management platform. The Customer Success Manager will oversee a portfolio of customers, guiding them from onboarding to sustained engagement and growth, while ensuring they achieve maximum value from their OneStream investment.
Responsibilities:
- Managing your portfolio of customers
- Partner with sales to complete a comprehensive sales transition process
- Operate as a 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 relationships with your customers 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
- Align with Customer Success leadership on regional metrics
- Develop and grow your knowledge of OneStream’s Platform and MarketPlace Solutions and share that knowledge with customers
- Promote awareness of Regional OneStream Communities and customer educational events
- Keep management informed of progress and obstacles on your portfolio of customers
- Learn and understand what customers value in their partnership with OneStream
- Actively listen to customers and help them understand how they can get the most value from their investment in OneStream
- 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.)
- When necessary, be the respectful challenger to set and manage your customer’s expectations
Requirements:
- Minimum of 5 years overall professional experience
- At least 3 years in a Customer Success role within a SaaS technology company, supporting solutions primarily used by Finance or IT departments and engaging with senior decision-makers such as CFOs, CIOs, CTO's or CISOs
- Must be fluent in both English and Arabic
- Demonstrated ability to keep customers focused on achieving their desired business outcomes throughout their initiatives
- Proven experience in building and managing strong customer relationships
- Conceptual understanding of key finance processes
- Degree in Business, Accounting, Finance, Information Technology, or a related field
- Experience in management consulting or technology consulting
- Hands-on experience as a Customer Success Manager or in a customer facing position
- Prior experience with one or more of the following: OneStream, Oracle EPM Suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis), IBM Cognos, Anaplan Other CPM solutions