OneStream Software

Compliance

• Evaluate and assess IT General Controls (ITGCs), security controls, and compliance processes to ensure alignment with regulatory, contractual, and organizational requirements
• Partner with Security, Cloud Operations, Engineering, Product, Legal, and other stakeholders to ensure compliance requirements are appropriately implemented and maintained within cloud-hosted environments
• Review customer contract terms related to cybersecurity, privacy, artificial intelligence, audit rights, and regulatory compliance
• Support negotiations with prospective and existing customers by providing subject matter expertise on security, compliance, cloud infrastructure, and control implementation
• Complete customer and prospect due diligence questionnaires, security assessments, and requests for compliance-related information
• Support external audits and certification activities, including SOC 1, SOC 2, ISO 27001, FedRAMP, and other applicable frameworks
• Perform compliance assessments, risk analyses, and control reviews to identify gaps and recommend remediation activities
• Develop, maintain, and enhance compliance policies, standards, procedures, and control documentation
• Monitor changes in regulatory requirements, cybersecurity threats, cloud technologies, and industry best practices to continuously improve the compliance program
• Serve as a trusted advisor on compliance matters across the organization

Senior Compliance Analyst

Artificial Intelligence

• Designing and delivering POCs that address complex business requirements and highlight OneStream's strengths against competing platforms.
• Utilizing AI solutions to accelerate OneStream’s sales cycle and drive internal workflow efficiencies.
• Serving as the functional and technical expert for OneStream’s go-to-market team throughout the sales cycle.
• Building strong relationships across key OneStream teams to support POC success and foster professional growth.
• Translating POC findings and prospect feedback into actionable insights for Product Management and Engineering.
• Continually enhancing and scaling technical assets to ensure high-quality and efficient POC projects.

Senior Solution Consultant – POC Architecture, AI Focus

Software Engineer

• Scale Genesis block development efforts to support broader organizational growth.
• Engage with individuals outside of Product & Engineering to understand their Genesis block development priorities and maintain their engagement with the broad Genesis solution direction and standards.
• Engage with Product & Engineering and ensure that the latest Genesis, ODS, and AI features are incorporated in the Solution Packaging Kit to drive partner adoption.
• Create best practice framework leveraging the platform features to standardize and codify solution creation.
• Align teams around market competitiveness but promote innovative thinking and development by broadcasting ideas and fostering a culture of continuous improvement.
• Facilitate engagement and development efforts outside of OneStream, ensuring alignment and collaboration.
• Lead communication efforts to educate the OneStream ecosystem on block development, including the governance and process for constructing a well-defined block.
• Support the compilation of Genesis block development standards in collaboration with the engineering team.
• Define and communicate what it means to develop with Genesis, including use cases and innovative custom page integrations.
• Ensure block development aligns with solution repository standards.
• Establish and maintain a communication cadence to broadly share updates, use cases, and roadmap amplifications.
• Contribute to commercialization efforts by supporting Genesis-related release activities and collaborating with key team members.
• Take a lead role in partner enablement.

Senior Director, Developer Partner Enablement

Customer Success Manager

• Execute overall company and Customer Success strategy to deliver adoption, expansion, and retention.
• Drive adoption and retention efforts across your region, leveraging data-driven insights to optimize customer outcomes.
• Lead and coach a team of Customer Success professionals in achieving business goals including maintaining a high GRR, increasing NRR, and driving key KPIs.
• Serve as a customer-facing leader and foster senior and executive-level strategic relationships across your book of business.
• Measure and monitor your book of business progress against key performance indicators, reporting internally and to customer stakeholders.
• Build and execute Customer Success Plans to establish strategic goals and help customers achieve their business objectives.
• Collaborate with internal teams (Account Management, Professional Services, Education, SME) to identify opportunities for further adoption of our solutions.
• Advocate for customer needs across departments and manage resolutions for escalated concerns.
• Demonstrate a commercial mindset to drive strategic alignment and tactical execution.

Manager, Customer Success – Central Region

QA Engineer

• Lead and coach QEs and SDETs across multiple product teams to ensure alignment with the quality engineering strategy.
• Enable consistent application of risk-based exploratory testing by supporting charter creation, context gathering, and story-driven test design.
• Drive automation maturity by guiding SDETs in the lifecycle of checks, curation of suites, and ownership responsibilities.
• Collaborate with product and engineering leaders to align quality activities with delivery goals and risk tolerance.
• Partner with automation architects, framework teams, and contract regression staff to ensure layered and sustainable automation coverage.
• Establish practices for effective workflow management, including environment lifecycle support, governance, compliance, and incident response.
• Tell the quality story through metrics, coverage mapping, and outcome-driven reporting that highlights risk, confidence, and delivery impact.
• Mentor team members to develop both technical skills (automation, test design, observability) and strategic skills (risk framing, CAS, quality storytelling).
• Foster a culture of responsible testing, innovation, and collaboration across engineering.
• Champion responsible AI-assisted quality practices across the SDLC to improve test design, automation opportunities, coverage analysis, and quality artifact generation.

Quality Engineering Manager

AI Engineer

• As an AI Forward Deployed Engineer (FDE), you are a hands-on bridge between SensibleAI capabilities and real-world customer outcomes.
• You design, implement, and harden cross-product AI solutions—spanning SensibleAI Forecast, Studio, and Agents, Genesis Blocks, and the OneStream core platform.
• You partner with Delivery and Engineering to validate value, improve reliability, and codify reusable patterns that others can adopt.
• Apply OneStream, AI, and enterprise software expertise to help customers deliver transformative AI solutions within the OneStream ecosystem.
• Play a key role in hands-on delivery for AI-focused implementations, expansion projects, and established deployments—not just early-stage POCs.
• Interact, collaborate, and present to a diverse set of stakeholders (developers, sponsors, executives) to deliver AI-focused implementations.
• Play a growing role in orchestrating the evolving SensibleAI Portfolio (Forecast, Studio, Agents) with OneStream core to deliver modular solutions tailored to complex financial and analytics requirements.
• Produce reusable demos, implementations, checklists, workflows, best practices, and concise instructional videos that enable Presales, Delivery, Partners, and customers to leverage your learnings.
• Diagnose and resolve AI solution field issues; document decisions and trade-offs; support Delivery and Partner teams with structured guidance.
• Collaborate with AI Delivery to harden solutions for production and with AI Engineering to channel learnings and product gaps back into roadmaps.
• Engage directly with finance and data teams; work with partner FDEs to increase capability and consistency across the ecosystem; facilitate workshops and office hours.

AI Forward Deployed Engineer

Product Manager

• Coordinate cross-functional product readiness activities for assigned new product introductions and major releases, ensuring plans, owners, dates, and dependencies are clearly documented and tracked.
• Build and maintain readiness plans, status updates, and milestone tracking to provide timely visibility into launch progress and areas of risk.
• Partner with Product & Engineering, Sales, Marketing, Support, Services, and Partner teams to align launch requirements, internal readiness activities, and operational dependencies.
• Track completion of key launch readiness deliverables such as enablement materials, release communications, FAQs, support readiness, partner readiness, and internal process updates.
• Facilitate recurring readiness meetings, capture action items, follow up on commitments, and escalate blockers or risks to the Director, Product Readiness as needed.
• Support go/no-go readiness reviews by consolidating inputs from stakeholder teams and ensuring leaders have an accurate view of launch status, open issues, and dependencies.
• Help monitor readiness metrics and launch outcomes, and identify opportunities to improve launch processes, templates, tools, and team coordination.
• Support handoffs to post-launch owners, including ComX where applicable, to help ensure continuity from launch readiness into commercialization and adoption activities.
• Contribute to consistent execution of the Product Readiness Office operating model, standards, templates, and governance practices across launches.

Product Readiness Manager

• Own and execute the product roadmap for OneStream’s Solution Exchange and its evolution into an AI-powered enterprise marketplace.
• Act as the primary day-to-day product contact for cross-functional stakeholders including Marketing, Sales, Presales, Partner Programs, Legal, Support, and Customer Success.
• Define and track success measures and KPIs related to adoption, quality, delivery predictability, and ecosystem health.
• Articulate product goals, key customer needs, and project purpose.
• Collaborate with engineers, QA, and design, understanding technical concepts enough to contribute meaningfully.
• Manage Dev, QA, and Scrum Master interactions; lead Sprint reviews and answer questions from internal stakeholders.
• Conduct customer and partner groups, translate stakeholder feedback into functional requirements, build personas, and articulate user needs.
• Demonstrate deep product and domain knowledge; navigate within the product and answer questions on current functionality.
• Communicate plans clearly to immediate teams (Dev, QE, UX); present updates.
• Collaborate with immediate and adjacent teams (AI, UI/UX, etc.).
• Model good practice and mentor BAs; aid QA education of product knowledge in their field.
• Seek out feedback and adapt; continuously look for learning opportunities and take on new projects.
• Define problems/bugs, prioritize fixes, and manage trade-offs at feature level.
• Execute on roadmap, advise and prioritize features, refine requirements, and manage delivery timelines.
• Lead sprint work, support story writing, lead refinement, sprint reviews, prepare enablement materials, manage backlog, ensure on-time delivery.
• Deliver enablement materials and collaborate with commercialization.
• Own features and ensure optimal customer utilization.

Vice President

• Design and maintain OneStream's enterprise pricing model across all product lines.
• Develop metric-based, outcome-based, and consumption-based pricing structures aligned to customer value.
• Establish pricing tiers, licensing models, and packaging bundles that support land, expand, and renew motions.
• Define standard and non-standard deal structures, including enterprise agreements, usage tiers, and multi-product bundles.
• Lead the evaluation and design of a consumption-based pricing transition roadmap.
• Own the packaging architecture across OneStream's full product portfolio.
• Define feature bundling, add-on architecture, and module-level packaging for new and existing products.
• Establish clear customer segment packages to reduce friction and improve conversion.
• Develop expansion packaging paths that drive NRR growth across the installed base.

VP, Pricing & Packaging

Director

• Define and execute global partner solution consulting strategy aligned to strategy and alliance growth priorities.
• Build scalable partner enablement frameworks covering demos, architectures, industry solutions, and AI-enabled capabilities.
• Establish technical readiness benchmarks and partner badging programs.
• Drive partner autonomy while maintaining high solution quality.
• Directly impact partner-generated pipeline contribution and deal velocity.
• Align presales investment to strategic alliance opportunities and growth motions.
• Support large-scale GTM initiatives including GSI co-sell, co-development, and accelerators.
• Oversee creation and evolution of demo platforms and solution narratives.
• Maintain executive-level expertise across platform capabilities and competitive landscape.
• Partner with Product to influence roadmap based on ecosystem needs.
• Lead, mentor, and scale a high-performing global partner presales organization, fostering a culture of excellence, continuous learning, and operational rigor.
• Drive alignment across Product, Sales, Enablement, and Services.
• Lead strategic initiatives that improve ecosystem scalability and presales effectiveness.

Director, Solution Consulting – Alliances

Operations

• Architect, scale, and optimize the operational engine that powers our partner ecosystem
• Transform partner operations from a support function into a measurable growth lever
• Own the tools, technology, processes, and AI-driven workflows that enable our partner organization to scale efficiently
• Design and execute the operational roadmap to scale the partner ecosystem across resellers and technology alliances
• Manage marketplace listing operations and transaction workflows for Microsoft Partner Center
• Architect scalable processes for joint account planning, deal registration, and co-sell motions
• Embed AI and intelligent automation across the partner lifecycle
• Develop programs and tooling that enable partners to drive joint pipeline at scale
• Serve as the operational bridge between Alliances, Sales Ops, Revenue Operations, Marketing, Finance, Legal, and IT

Senior Manager, Alliance Operations

Account Executive

• The Account Director is responsible for the sale of OneStream SaaS solutions within a specified territory
• Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges and OneStream’s value proposition
• Introduce additional products or services that meet the evolving needs of our customers, driving upsell and cross-sell opportunities
• CRM knowledge transfer, sales pipeline management, and proposal preparation
• Grow pipeline via direct efforts/prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances
• Provide proactive and consultative guidance that will add value to their business objectives, ensuring high retention and net revenue growth for OneStream
• Articulately and effectively convey the OneStream value proposition via written, virtual and in-person presentations
• Prepare joint business cases that align prospects and customers’ business objectives with OneStream’s solutions and value proposition and leverage them in sales cycles to establish and build alignment to support revenue generation
• Achieve sales targets
• Develop and execute business plans to achieve sales targets
• Accurately track and forecast sales opportunities
• Identify opportunities for OneStream use case expansion within customer accounts to drive additional revenue
• Develop comprehensive proposals in response to client and prospect requests
• Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams.

Account Director

• 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.

Consultant

• Shorten the sales cycle by presenting flawless standard and custom product demos to mid- and C-level executives in the Office of Finance.
• Assist prospective clients and customers, ensuring satisfaction with minimal supervision.
• Serve as a resource for less experienced Sales Consultants, Sales Development, and Sales Representatives; contribute to team knowledge sharing.
• Transform complex customer challenges into compelling Proof-of-Concept presentations.
• Create and present high-quality OneStream demonstrations showcasing advanced product features, benefits, and future direction.
• Identify optimal solutions for customer needs and articulate OneStream’s overall value proposition.
• Ensure standard demo environments and materials are current, accurate, and impactful.
• Deliver clear, persuasive presentations and foster trust with stakeholders.

Senior Solution Consultant

• Proactively identify new sales opportunities within the existing customer base by understanding their evolving needs and challenges and OneStream’s value proposition.
• Introduce additional products or services that meet the evolving needs of our customers, driving upsell and cross-selling opportunities.
• CRM knowledge transfer, sales pipeline management, and proposal preparation.
• Grow pipeline via direct efforts / prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances.
• Provide proactive and consultative guidance that will add value to their business objectives, ensuring high retention and net revenue growth for OneStream.
• Prepare joint business cases that align prospects and customers’ business objectives with OneStream’s solutions and value propositions and leverage them in sales cycles to establish and build alignment to support revenue generation.
• Achieve sales targets.
• Develop and execute business plans to achieve sales targets.
• Accurately track and forecast sales opportunities.
• Ensure timely and accurate knowledge transfer across internal teams, such as Business Development, Pre-Sales, Alliances, and Customer Success, as well as to external collaborators such as Customers, Prospects, and Alliance Partners.
• Assess prospects and customers’ needs for OneStream offerings via research, discovery sessions and solution demonstrations.
• Prepare proposals and SaaS agreements to prospects and customers to drive sales.
• Identify opportunities for OneStream to use case expansion within customer accounts to drive additional revenue.
• Develop comprehensive proposals in response to client and prospect requests.
• Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams.