Customer Success Manager

OneStream Software

Customer Success Manager at OneStream working with enterprise accounts to ensure adoption and value from the platform. Requires strong customer relationship skills and SaaS experience.

Posted 5/15/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $86,000 - $112,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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).

Benefits

Comp & perks

Vision
Medical
Life
Dental
401K

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaSCustomer Success ManagementFinancial ClosePlanningBudgetingForecastingManagement ReportingCPM

Soft Skills

customer relationship managementaccount managementrisk mitigationcommunicationcollaborationproblem-solvingstrategic thinking