OneStream Software

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

Artificial Intelligence

• 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.

Product Marketing Director – GSI, Strategic Partnerships

Financial Planning and Analysis

• 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 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.
• 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.
• Customer Advocacy 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.

Customer Success Manager – Enterprise Finance

• Own the Go-To-Market strategy for the Financial Services industry with a primary focus on Banking, including regional banks, super regionals, credit unions, and diversified financial institutions.
• Serve as the internal banking subject-matter expert, translating industry trends, regulatory pressures, and operational challenges into differentiated positioning and field-ready messaging.
• Design and execute vertical GTM plays that drive pipeline growth, improve win rates, and expand average deal size across the banking sector.
• Partner closely with Sales leadership to embed banking plays into account strategies, deal pursuits, and territory planning.
• Develop industry-specific messaging, value narratives, and use-case frameworks that resonate with CFOs, FP&A leaders, risk teams, and IT decision-makers.
• Own sales enablement for the banking vertical, including the development of playbooks, talk tracks, competitive battlecards, and ROI and business case tools.
• Lead cross-functional GTM planning for banking-specific launches, campaigns, field events, and executive programs.
• Collaborate with Field Marketing to activate industry campaigns, ABM programs, webinars, and in-person events.
• Drive buyer persona development and industry research to uncover new opportunities and inform product and GTM strategy.
• Partner with Competitive Intelligence to develop banking-specific competitive positioning and win strategies.
• Influence product roadmap priorities by providing market, customer, and competitive insights from the banking vertical.
• Build a strong customer advocacy program within Financial Services, including case studies, videos, and reference accounts.
• Represent OneStream as a banking thought leader at industry conferences, analyst briefings, and customer events.
• Track and report success metrics, including pipeline influence, win rates, ACV growth, and campaign performance.

Senior Product Marketing Manager – Financial Services

Architect

• Responsible for and drive the design process for large, complex, multi-phase implementations
• Work with project managers to plan and manage project activities
• Provide technical leadership of the project build process
• Advocate for implementation best practices through white papers, webinars, presentations and forum participation
• Develop tools and utilities that support efficient, high-quality implementations
• Mentor consulting team members
• Participate in Services sales pursuits through activities such as prospect meetings, requirements sessions and producing estimates

OneStream Architect

Customer Success Manager

• Manage a portfolio of customers
• Guide customers from onboarding to sustained engagement and growth
• Build relationships with key stakeholders
• Collaborate with sales to identify upselling opportunities
• Mitigate risks that threaten customer satisfaction and growth
• Conduct cadence-based Business Review meetings

Customer Success Manager – Enterprise Performance Management Software

• Manage overall relationships with assigned customers, ensuring adoption, retention, and renewals.
• Develop multi-purpose relationships throughout customer organizations.
• Develop and execute Customer Success Plans to establish critical goals and help customers achieve their business objectives and strategic goals.
• Measure and monitor customers’ progress against key performance indicators, reporting internally and to customer stakeholders.
• Facilitate regular meetings (weekly/monthly/quarterly/bi-annually/annually) with customers to review program statuses following the right governance at different stakeholder levels.
• Own and drive strategic engagements with decision makers during regular business reviews.
• Serve as a trusted advisor to customers, driving continued value from our products and services.
• Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions.
• Identify and develop expansion opportunities within existing accounts.
• Develop a strong internal network across the entire internal ecosystem.
• Advocate for customer needs across departments and manage resolutions for escalated concerns.
• Identify risks within accounts and take proactive measures to manage or resolve them efficiently.
• Drive customers to take part in user groups and regional customer events.
• Drive Customers to build staff training and develop a center of excellence.
• Ensure customers achieve continuous ROI by consulting on workflows and aligning outcomes with business goals.
• Gain and maintain sound knowledge in the OneStream platform and future product offerings.
• Mentor newer members of team.
• Collaborate with Customer Success colleagues across your region.
• Utilize customer management tools to track communication, issues, and metrics.