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.

Requirements

Bachelor’s degree in Accounting, Finance, or Business.
5+ years experience in Financial Services, with Banking exposure (regional banks, super‑regionals, credit unions).
Experience across the full GTM lifecycle (launches, messaging, enablement)
Experience enabling enterprise sales motions.
Ownership of vertical‑level GTM strategy, not just product messaging.
Proven experience partnering directly with Sales leadership on pipeline and deal strategy.

Benefits

Vision
Medical
Life
Dental
401K

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Go-To-Market strategysales enablementpipeline growthcompetitive positioningbuyer persona developmentindustry researchvalue narrativesuse-case frameworksROI toolsbusiness case tools

Soft Skills

collaborationinfluenceleadershipcommunicationstrategic thinkingproblem-solvingcustomer advocacycross-functional teamworkanalytical skillspresentation skills

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business