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.

Requirements

Customer Success Manager for a SaaS company.
3+ years building and managing customer relationships
5+ years of professional experience.
Proven history of 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, or Information Technology / MIS.
Customer and account management experience.
Management consulting/technology consulting experience.
CPM experience (either as a CSM, a consultant or a corporate employee).
Prior experience with any of the following CPM systems is a plus: OneStream, Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), Anaplan, SAP Outlooksoft BPC, SAP BOFC (Cartesis), IBM Cognos.

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

Customer Success ManagementSaaSCustomer Relationship ManagementCPMFinancial ClosePlanningBudgetingForecastingManagement ReportingOneStream

Soft Skills

AccountabilityCommunicationCollaborationActive ListeningRisk MitigationCustomer AdvocacyRelationship BuildingExpectation ManagementProblem SolvingStrategic Thinking