OneStream Software

Engineer

• Create and continuously enhance OneStream’s AI-focused demo assets to enable shorter, more successful sales cycles and increased deal sizes.
• Stay current on new OneStream features and incorporate them into demos.
• Translate complex business challenges into clear, compelling demo content and technical narratives.
• Build and manage data pipelines using C#, SQL, and Python programming languages.
• Collaborate with Sales and Presales to tailor demos for partners, prospects, and customers.
• Contribute documentation, runbooks, and reusable sample content for the field.

OneStream Demo Engineer

Artificial Intelligence

• Collaborate with clients and assess their business goals to formulate AI strategies
• Manage and monitor client integrations of technologies into their business processes
• Manage all aspects of engagement economics and coordination with other service lines within OneStream to deliver effective customer relationship management of multiple accounts, driving engagements to successful conclusions and positioning OneStream AI for additional future opportunities
• Provide full-scope project management and ensure effective initiation, planning, execution, control, and closure (may include multiple projects or a singular large, strategic project)
• Develop and maintain project plans and schedules that enable effective management of the constraints of scope, quality, time, and budget
• Regularly communicate progress, issues, and risks to the client and internal stakeholders
• Manage and document scope changes that impact project budgets and schedules
• Leverage OneStream’s engagement methodology and serve as a focal point for partner-led projects while maintaining effective and collaborative relationships with associated third-party partners and vendors
• Establish, build, and maintain relationships with practice directors, regional sales directors, and clients to facilitate consulting service and software license sales
• Support and participate in local sales pipeline filling events (CPM seminars, webinars, etc.)
• Assist as needed with implementation workstreams, including oversight of project budgets, ensuring adherence to quality standards by reviewing project deliverables, and providing oversight of improvement projects for project management tools
• Support employee onboarding and engagement initiatives by identifying staffing requirements, maintaining proper project staffing levels, participating in the recruitment process, and mentoring new team members
• Serve as the subject matter expert (SME) for Waterline, PRIME, and other methodologies

Senior AI Engagement Manager

Software Engineer

• Own and manage end-to-end release planning and execution across multiple teams and initiatives.
• Build, maintain, and continuously update release plans, timelines, and integrated schedules.
• Actively manage cross-team, upstream, and downstream dependencies that impact release delivery.
• Own and govern changes to the release calendar, including impact assessment and stakeholder communication.
• Perform due diligence on release milestones, tracking whether milestones are met, missed, or at risk.
• Identify release risks early and drive mitigation plans in partnership with Product and Engineering leaders.
• Facilitate release readiness activities, including scope confirmation, dependency validation, and go/no-go discussions.
• Ensure alignment between roadmap commitments, delivery plans, and release schedules.
• Communicate release status, risks, and changes to stakeholders outside of Product and Engineering, including Commercialization, Support, and Customer-facing teams.
• Maintain accurate release documentation and artifacts in Jira and Confluence.
• Leverage data and metrics to assess release performance, predictability, and delivery trends.
• Support post-release reviews and retrospectives to identify improvement opportunities.
• Partner with the Product and Engineering Operations team to improve release processes, tooling, and reporting.
• Manage high priority initiatives as a project manager, including building project plans, tracking execution, managing risks and dependencies, and driving day today delivery in alignment with established release plans and processes.
• Contribute to continuous improvement initiatives related to release planning, execution, and automation.
• Execute the posting of approved releases to the Solution Marketplace and support customer access provisioning for paid solutions in coordination with Commercialization and Operations teams.

Product and Engineering Release Manager

Customer Success Manager

• Lead the development and implementation of regional customer success strategies, ensuring alignment with global objectives and local market needs.
• Drive adoption, expansion, and retention efforts, leveraging data-driven insights to optimize outcomes across the region.
• Strategize with CS leadership and Sales RVP across assigned region.
• Deliver deep and actionable internal QBRs to CS and Sales Leadership.
• Demonstrate commercial acumen by identifying and capitalizing on expansion opportunities, advising on incremental revenue, and securing operational commitments that strengthen customer relationships.
• Serve as a customer-facing leader, establish and nurture senior and executive-level relationships with key decisionmakers and influencers across the customer base, promoting mutual success and long-term partnership across your region.
• Oversee a diverse portfolio of strategic and complex customer accounts, ensuring high satisfaction, reference-ability, and retention.
• Direct, mentor, and develop a team of Senior Managers and Customer Success professionals.
• Proactively identify and mitigate risks to customer satisfaction, growth, and renewal.
• Monitor and report on regional performance against key metrics to senior leadership, providing actionable insights and recommendations for continuous improvement.

Director, Customer Success – Central Region

Consultant

• Provide an integral consultative component to our customers’ ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream XF.
• Work with clients on scoping specific projects, and then work with the client to produce measurable results.
• Independently own entire build process.
• Become intimately familiar with OneStream’s engagement methodology and service offerings, as well as the partner solution offerings within their respective practice.
• Assist in pre-sales efforts to explain our services offerings to prospective customers.
• Demonstrate the core/advanced functionality of single solution on the platform through Proof of Concept.
• Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer).
• Delegate tasks to and mentor junior members of the team.
• Independently complete implementation work and project documentation.
• Review and finalize documentation and application elements prepared by junior team members.
• Lead troubleshooting and resolution of application issues.
• Lead a full multi-solution design session; prepare complete design document.
• Assist in identifying roles and responsibilities for projects.
• Provide feedback on team performance.
• Responsible for managing small projects in accordance with the PRIME methodology.
• Create and maintain project financials, project plan, and status reporting.
• Mentor less experienced consultants.
• Contribute to OneCommunity.
• Identify and recreate issues for tracking and resolution with product development.
• Conduct customer training.
• Lead customer meetings, manage customer relationships.
• Submit timesheet & expense reports timely.

Principal Consultant

Scrum Master

• Facilitate and guide IS Operations and Application teams on the effective application of Agile/Scrum concepts, values, practices, and principles, with a focus on improving team effectiveness.
• Lead and manage multiple Scrum teams in their day-to-day activities, including conducting Agile ceremonies such as backlog refinement, sprint planning, sprint reviews, retrospectives, and daily stand-ups.
• Support technical teams during backlog refinement by gathering and refining user stories, defining technical considerations, and ensuring that all technical requirements are well understood and actionable.
• Ability to recognize and coach on the need to break down stories into manageable chunks.
• Establish schedules, create working agreements, facilitate discussions, and resolve any roadblocks that may hinder sprint goals.
• Assist with data management in the adoption and utilization of project management tools.
• Utilize Agile metrics and retrospective actions to assess Agile maturity and identify opportunities for process and practice improvement, leveraging project management tools and team dashboards.
• Track and remove impediments to enhance the efficiency and productivity of technical teams.
• Represent Agile teams and provide updates on development and release statuses to Operations’ Management and/or Product Owners.
• Facilitate and ensure effort estimation is effectively performed within teams, utilizing planning poker or other tools.
• Coordinate across Operations’ teams as required to manage cross-functional dependencies, resource planning, and technical considerations.
• Rotation of Scrum of Scrum facilitation and coach/mentor other Scrum Masters.

Operations

• Deliver automated and scalable solutions that yield operational efficiencies for Cloud Operations engineers.
• Drive operational outcomes aligned to department SLA, cost, and automation effectiveness targets.
• Lead the orchestration of customer environment implementations and migrations.
• Perform and oversee Platform and AI Services environment upgrades and maintenance.
• Serve as a senior escalation point for complex issues, leading root cause analysis and driving long-term remediation.
• Provide technical guidance and mentorship for early and mid-career engineers.
• Create, review, and update operational workloads and standard operating procedures.
• Consistently deliver high-quality solutions and implementations on time.
• Monitor customer environments through Azure, telemetry services, alerting, and logging to ensure proactive issue detection and resolution.
• Identify opportunities for process optimizations and automation where applicable to improve reliability, reduce manual effort, and increase operational efficiency.
• Participate in on-call rotations, lead incident response, and post-incident reviews.
• Lead incident communications for complex events, authoring post-incident reviews and driving remediation plans across teams.
• Perform Disaster Recovery testing and contribute to compliance readiness.
• Foster cross-functional collaboration with Platform, Cloud, and Customer Support Teams.
• Participate in testing and implementation of pre-released products and services.
• Provide exceptional customer service through effective communication, technical expertise, and ownership of customer outcomes.

Senior SysOps Engineer

• Deliver customer environment implementation and software configuration within 24 hours lead time.
• Drive operational outcomes aligned to department SLA, cost, and automation targets.
• Perform environment updates, migrations, and software upgrades.
• Monitor customer environments using Azure Monitor, Log Analytics, and alerting systems to proactively detect and resolve availability issues.
• Own day-to-day service reliability against defined SLOs by monitoring key operational metrics, responding to alerts, and contributing to availability targets.
• Identify opportunities for automation and process improvement.
• Participate in on-call rotation and respond to production incidents, performing root cause analysis, and implementing preventive measures.
• Communicate effectively during incidents and contribute to post-incident reviews, including clear written summaries for internal and external stakeholders.
• Identify and act on cost optimization opportunities in Azure, contributing to department FinOps and unit economic goals.
• Deliver exceptional customer service and technical support, maintaining high satisfaction levels.

SysOps Engineer

Revenue Operations

• Architecting, building, and scaling OneStream’s end-to-end revenue operating system.
• Design and execution of core mechanisms that drive predictable revenue growth.
• Own territory design, pipeline governance, forecasting, deal desk operations, revenue analytics, systems architecture, and GTM enablement.
• Operate as a transformational builder in high-growth, multi-product SaaS environment.
• Partner with executive leadership to drive alignment across the full customer lifecycle.
• Shape the next phase of GTM Evolution and modernize pricing, packaging, and commercial frameworks.
• Establish rigorous forecasting discipline and improve predictability across the revenue organization.
• Design and implement scalable coverage, territory, and quota models.
• Lead transformation initiatives tied to GTM model evolution and operating cadence redesign.

SVP, Revenue Operations, Commercial Strategy

IT Support

• Lead and execute risk-based operational audits across business processes, systems, and technology environments, including planning, fieldwork, reporting, and issue follow-up.
• Develop audit strategies, objectives, scope, and audit programs aligned with key business risks and organizational priorities.
• Perform and oversee process walkthroughs, risk assessments, control evaluations, and testing as appropriate.
• Identify control gaps, inefficiencies, and root causes, and support development of practical, value-added recommendations.
• Evaluate operational effectiveness, governance practices, and risk management activities beyond pure control compliance.
• Prepare clear, concise audit reports that communicate issues, risks, root causes, and agreed-upon management actions.
• Present audit results and key themes to senior management and support reporting to executive leadership and the Board or Audit Committee.
• Track audit issues and perform follow-up procedures to validate remediation.
• Manage internal and co-sourced resources on audit related activities as needed.
• Identify opportunities to leverage automation, data analytics, and artificial intelligence (AI) to enhance audit coverage, efficiency, and insight.
• Provide risk and control advisory support for business initiatives, system changes or implementations, process improvements, automation, and emerging technologies.
• Support ICOFR program, including risk assessment, control design evaluation, operating effectiveness testing, and documentation.
• Provide coaching and guidance to process owners on risk, control design, and documentation expectations.
• Support other assurance or compliance activities (e.g., SOC, FedRAMP, ISO) by providing relevant audit insights, documentation, or testing support.
• Represent the Director, Internal Audit in all aspects of engagement management.
• Perform other duties as assigned.

Internal Audit Manager

Support Engineer

• Respond to customer issues and proactively contact customers to triage problems
• Provide remote support for OneStream customers
• Research, resolve and respond to complex issues
• Strong understanding of technical troubleshooting
• Ability to communicate complex/technical concepts and provide thorough Root Cause Analysis findings
• Collaborate with other teams to help solve support problems, training problems, and other issues that may arise
• Update and maintain technical knowledge base articles
• Ensure all interactions with OneStream customers are positive and handled with a high sense of urgency
• Lead by example and encourage information sharing, team-based resolution activity, cross-functional training & collaboration
• Emphasis on resolving cases as quickly & effectively as possible
• Assist in developing innovative solutions and building strong relationships with customers

Customer Support Engineer

Account Executive

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals.
• Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions.
• Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances.
• Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment.
• Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition.
• Balance new business and existing account growth to meet or exceed sales targets.
• Serve as a consultative partner, delivering insights and value that support long-term customer success and retention.
• Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations.
• Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders.
• Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges.
• Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment.

Account Executive – Commercial

• Serve as the primary strategic advisor to senior finance stakeholders at assigned accounts, owning the AI adoption roadmap from initial deployment through sustained operational ownership.
• Participate directly in the design and delivery of AI use cases at assigned accounts, including solution architecture, data pipeline configuration, and implementation oversight — particularly during initial deployment and expansion phases.
• Lead adoption and change management strategy for AI-enabled finance processes, ensuring customer organizations can confidently own non-deterministic AI outputs independently.
• Design and facilitate executive workshops, business reviews, and readouts that connect AI capabilities to measurable financial outcomes (forecast accuracy, cycle time, process efficiency).
• Engage directly with customer finance and data teams to deliver, validate, and refine AI solutions within the OneStream ecosystem.
• Identify and validate expansion use cases within assigned accounts by translating business objectives into actionable AI implementation plans aligned to the SensibleAI product portfolio.
• Build 24-36 month AI roadmaps per account, sequencing use cases by business impact, technical feasibility, and organizational readiness.
• Partner with Sales and Account Management to position AI expansion opportunities during renewal and upsell cycles, activating revenue from inside the account.
• Evaluate cross-functional process and forecasting opportunities that extend AI value beyond single-function deployments.

Principal AI Deployed Engineer

Vice President

• Define and execute the global vision, strategy, and operating model for the end‑to‑end Enablement ecosystem, spanning sales, pre‑sales, partners, customers, education services, and internal field teams.
• Own and continuously evolve a unified enablement approach aligned to the full customer lifecycle—from prospect through renewal and expansion—ensuring consistency, scalability, and measurable business impact.
• Integrate enablement strategy tightly with go‑to‑market priorities, product roadmap timing, and commercialization efforts to ensure readiness, clarity of messaging, and solution‑based selling motions.
• Lead the design and delivery of value‑based advisory and enablement programs that accelerate time‑to‑value, drive customer outcomes, and support long‑term growth and expansion.
• Establish monetization strategies and P&L ownership for education and enablement offerings, including certifications, subscriptions, and advisory services, while maintaining best‑in‑class learning quality.
• Leverage AI and advanced technologies to modernize enablement platforms, personalize learning journeys, scale content creation, and generate actionable insights into enablement effectiveness.
• Build, lead, and develop a high‑performing global organization across Sales Enablement, Global Education Services, and Business Transformation, ensuring shared goals, metrics, and operating rhythms.
• Partner cross‑functionally with Sales, Customer Success, Product, Engineering, Marketing, and Partner leadership to streamline handoffs, reduce friction, and reinforce a single, value‑driven customer narrative.
• Serve as a senior executive ambassador with customers, partners, analysts, and industry forums, representing enablement strategy and reinforcing OneStream’s value proposition in the market.
• Establish success metrics and accountability frameworks to measure field productivity, enablement ROI, education revenue growth, partner readiness, and customer value realization.

SVP, Enablement Transformation

Chief Marketing Officer

• Own the global Go-To-Market strategy for OneStream’s Microsoft and Global Systems Integrator (GSI) partnerships, designing scalable co-sell motions that drive measurable pipeline growth, revenue impact, and market expansion.
• Serve as the GTM quarterback for strategic alliances, aligning Sales, Alliances, Product Management, and Marketing around integrated partner plays and execution models.
• Architect repeatable partnership programs, including joint value propositions, vertical solution plays, account-based co-sell motions, and field enablement frameworks.
• Partner closely with Microsoft field teams and alliance leadership to activate co-selling motions across priority accounts, industries, and regions.
• Build and maintain the partnership GTM operating model, including playbooks, governance cadence, KPI frameworks, and quarterly business reviews.
• Develop and execute integrated partner marketing programs, including field events, webinars, ABM campaigns, and executive roundtables to drive engagement and pipeline.
• Lead partner enablement strategy, including sales playbooks, certification paths, training programs, and solution toolkits to scale partner effectiveness.
• Own joint messaging and positioning for Microsoft and GSI solutions, ensuring consistency across sales, marketing, and partner channels.
• Collaborate with Product Management to influence roadmap priorities based on partner feedback, market insights, and field learnings.
• Define and track success metrics, including partner-sourced pipeline, win rates, ACV expansion, and campaign ROI, and regularly report performance to executive leadership.
• Act as an executive spokesperson for OneStream in partner forums, industry events, analyst briefings, and customer engagements.
• Build and lead a partnership-focused product marketing team and agency ecosystem over time to scale impact globally.
• Manage complex and ambiguous communications across key business stakeholders within product management, presales domain, and customer adoption marketing to advance the Customer Advisory Board (CAB) and influence executive and domain-centric user groups.