Senior Customer Success Manager

OneStream Software

Senior Customer Success Manager managing customer relationships at OneStream. Driving customer satisfaction and retention through effective onboarding and support.

Posted 5/19/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $114,000 - $148,000 per yearWebsite

Tech Stack

Tools & technologies

CloudCognosOracle

About the role

Key responsibilities & impact

Managing your portfolio of customers
Partner with sales and your CSM’s to complete a comprehensive sales transition process
Operate as a seasoned 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
Support your Region CS Director in conducting monthly Region Health Check meetings with the regional sales team
Work with your Regional CS Director to proactively manage the regions portfolio of renewals, expansions, and conversions to SaaS
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
Support Sales in the Customer Account Planning sessions
Understand what your customer’s values in their partnership with OneStream now and in the future
Actively listen to customers and help them understand how they can get the most value from their investment in OneStream
Be a point of escalation for your CSM’s customer requests, issues, and escalations
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 customer expectations, ensuring customer retention creating a life-long customer.
Work with your CSM’s to develop their annual goals
Establish a regular cadence with your CSM’s to listen, mentor and as needed provide coaching

Requirements

What you’ll need

A minimum of 8 years of professional experience.
At least 5 years of experience in Customer Success Manager position within a SaaS or Technology related company.
Proven experience in 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, Information Technology or related field.
Corporate Performance Management (CPM) experience.
Customer and account management experience.
Management consulting/technology consulting experience.
Prior experience with any of the following CPM Software products: OneStream, Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis), IBM Cognos, Anaplan, or other CPM solutions.

Benefits

Comp & perks

Vision
Medical
Life
Dental
401K

ATS Keywords

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Hard Skills & Tools

Customer Success ManagementSaaSCorporate Performance ManagementFinancial ClosePlanningBudgetingForecastingManagement ReportingOneStreamCPM Software

Soft Skills

Relationship ManagementActive ListeningCoachingMentoringCollaborationProblem SolvingCustomer AdvocacyExpectation ManagementCommunicationRisk Mitigation