OneStream Software

Customer Success Manager

• Lead the development and implementation of regional customer success strategies, ensuring alignment with global objectives and local market needs.
• Drive adoption, expansion, and retention efforts, leveraging data-driven insights to optimize outcomes across the region.
• Strategize with CS leadership and Sales RVP across assigned region.
• Deliver deep and actionable internal QBRs to CS and Sales Leadership.
• Demonstrate commercial acumen by identifying and capitalizing on expansion opportunities, advising on incremental revenue, and securing operational commitments that strengthen customer relationships.
• Serve as a customer-facing leader, establish and nurture senior and executive-level relationships with key decisionmakers and influencers across the customer base, promoting mutual success and long-term partnership across your region.
• Oversee a diverse portfolio of strategic and complex customer accounts, ensuring high satisfaction, reference-ability, and retention.
• Direct, mentor, and develop a team of Senior Managers and Customer Success professionals.
• Proactively identify and mitigate risks to customer satisfaction, growth, and renewal.
• Monitor and report on regional performance against key metrics to senior leadership, providing actionable insights and recommendations for continuous improvement.

Director, Customer Success – North East States

Account Executive

• 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.
• Contribute to key internal initiatives (e.g. sales enablement, process improvement and may deputise for the Sales Director as needed.
• Lead by example through professional and collaborative selling, mentor team members on sales best practices, and support employee engagement initiatives.

Senior Account Director – Banking

Director

• Define and execute IT strategy that align with business goals and global technology standards.
• Lead and mentor a distributed team of IT managers, engineers, and support staff across multiple regions.
• Oversee the performance, availability, and resilience of IT systems, including networks, cloud platforms, on-premise systems, and end-user services.
• Partner with Information Security to implement and maintain robust cybersecurity controls and disaster recovery plans.
• Manage the Business Technology Services budget, including forecasting, cost optimization, and ROI analysis.

Director, IT

Artificial Intelligence

• Collaborating with clients and assessing their business goals to formulate AI strategies.
• Advising and enabling on client integrations of technologies into their business processes.
• Supporting the overall OneStream AI initiative through support of peripheral functions, such as customer prospecting, demo development, solution enhancements, enablement within and external to OneStream, documentation, and more.

AI Consultant

Community Manager

• Learn, in a hands-on way, how to navigate and build solutions within the OneStream Platform
• Assist in organizing and promoting Genesis block development activities, including workshops, demos, and educational sessions
• Help compile and communicate standards, use cases, and best practices for Genesis block development
• Contribute to communication campaigns that inform the OneStream ecosystem about Genesis initiatives, standards, and roadmap updates
• Collaborate with cross-functional teams to align efforts and promote a culture of continuous improvement

Community Engagement Intern

Content Writer

• Create and maintain OneStream’s web voice and tone guidelines, ensuring alignment with brand identity.
• Write and edit short-form, high-impact copy for website pages, event landing pages, digital ads, display banners, and email campaigns.
• Develop compelling headlines, subheads, and calls-to-action optimized for digital engagement and conversion.
• Ensure brand voice consistency across all digital assets and enforce adherence to messaging standards.
• Collaborate with Product Marketing to distil technical product language into digestible, audience-ready messaging.
• Optimize content for clarity, engagement, and digital performance following UX and SEO best practices.
• Partner with Design and Web teams to align copy with visual layouts and user experience flows.
• Leverage AI responsibly for ideation and optimization, ensuring outputs meet brand and ethical standards.
• Proofread digital assets for accuracy, grammar, style alignment, and tone consistency.

Digital Editor – Voice & Tone Lead

Financial Planning and Analysis

• Supporting customers, internal staff, and partners through implementations
• Providing exceptional post-implementation experience
• Mentoring new peers and leading projects
• Troubleshooting data discrepancies and analysis of consolidated data
• Building reports, security models, custom dashboards, and custom event processes

Senior Consultant – OneStream Financial Close, Consolidation

Salesforce Administrator

• Responsible for the configuration, support, maintenance, and improvement of OneStream’s Salesforce platform.
• Partner closely with business stakeholders to understand requirements and deliver solutions that enhance productivity.
• Serve as a Subject Matter Expert for users, promote adoption, and provide training.
• Perform user provisioning, account and contact management, and other day-to-day activities.
• Provide Tier-1 and Tier-2 support for Salesforce-related issues.
• Develop and maintain process documentation, support documentation, and other artifacts required to support the Salesforce platform.
• Handle day-to-day configuration tasks, including page layouts, fields, record types, workflows, validation rules, and process automations.
• Ensure data accuracy and cleanliness through regular audits and data de-duplication.
• Create and maintain reports and dashboards for business leaders.

Senior Salesforce Administrator

Full-stack Engineer

• Architect, design, and build enterprise‑grade web applications using modern frameworks such as React/Next.js, TypeScript, Tailwind CSS, and associated tooling.
• Establish and drive frontend and full-stack architecture standards, ensuring scalability, maintainability, accessibility, and security across Solution Network applications.
• Lead and mentor engineers by setting coding standards, running design reviews, facilitating code reviews, and elevating engineering best practices across the team.
• Integrate with authentication, entitlement, and workflow systems such as Okta, ServiceNow, and internal OneStream services for secure, seamless user experiences.
• Develop and maintain structured content integrations (e.g., Sanity CMS) to support dynamic metadata, marketplace assets, and partner-driven content.
• Design and implement intelligent search, filtering, and recommendation features leveraging LLM-driven capabilities and advanced UI/UX patterns.
• Collaborate closely with backend and Platform teams to define API contracts, data models, and telemetry/reporting standards.
• Implement observability and analytics frameworks (Clarity, Google Analytics, Dynatrace, Power BI) to monitor performance and guide product decisions.
• Champion CI/CD, testing automation, and DevOps practices using Azure DevOps, GitHub Actions, and Vercel.
• Conduct technical evaluations and proof‑of‑concepts for emerging technologies and architectural approaches.
• Troubleshoot, debug, and optimize existing applications to improve reliability, performance, and security.
• Drive requirements discussions with Product and UX teams, prioritizing based on customer value, technical feasibility, and strategic impact.
• Document system architecture, standards, and development workflows; contribute to internal knowledge bases and engineering enablement efforts.

Principal Software Engineer

Growth Marketing

• Own the day-to-day email marketing strategy including execution, measurement and optimization of targeted programs.
• Build and optimize lifecycle nurtures, event and webinar promotion, post-webinar follow-up journeys and re-engagement programs.
• Develop and implement advanced segmentation strategies using firmographic, intent, behavior and third-party data.
• Create structured A/B and multivariate testing plans across content, subject lines, CTAs, cadence, and audience.
• Monitor performance metrics and recommend ongoing optimization opportunities.
• Manage the webinar promotion and lifecycle journey, from registration through follow-up.
• Serve as the day-to-day subject matter expert and power user for the Goldcast platform.
• Define and maintain webinar standards, templates, and best practices within Goldcast.
• Analyze performance of email and webinar programs.
• Identify trends, opportunities, and performance gaps using engagement and pipeline data.

Growth Marketing Manager – Email & Webinar

Cloud Engineer

• Define the multi-year cloud architecture strategy that enables OneStream’s transformation to a fully SaaS, cloud-native platform.
• Establish and maintain architectural principles, patterns, frameworks, and governance models that ensure consistency, reliability, security, and scale across all products and services.
• Evaluate and guide decisions on global infrastructure, compute layers, storage, networking, resiliency, multi-region deployment, and sovereign cloud support.
• Drive modernization of the OneStream platform, including containerization, microservices, distributed systems design, and cloud-native application architectures.
• Lead architectural design of core platform services, APIs, data layers, extensibility frameworks, and Marketplace infrastructure.
• Define and guide execution for foundational capabilities such as multi-tenancy, observability, security, event-driven workflows, and global high availability.
• Serve as the organization’s leading expert in Azure services, cloud infrastructure, AKS, compute/storage optimization, and enterprise cloud security.
• Architect scalable, reliable, cost-efficient cloud environments aligned with SaaS delivery and operational excellence.
• Partner with Cloud Engineering and DevOps on CI/CD pipelines, deployment automation, governance, and cloud lifecycle management.
• Define performance engineering, capacity planning, and scalability strategies for large-scale, mission-critical cloud workloads.
• Establish high-availability, disaster recovery, and resiliency patterns for OneStream’s global cloud platform.
• Partner with Security to embed secure-by-design principles, identity management, data protection, and compliance across all cloud services.

Distinguished Cloud Architect – Finance, Azure Experience Required

• 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 and develop and execute business plans
• Accurately track and forecast sales opportunities
• Ensure timely and accurate knowledge transfer across internal teams and to external collaborators
• 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 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

Technical Project Manager

• Independently drive large projects to success, guided by objectives and general direction.
• Ensure efficient but thorough use of stakeholder resources.
• Engage in architectural discussions with consulted stakeholders to facilitate agreement among all technical teams regarding technical solutions.
• Utilize tools like Miro and PowerPoint to visualize complex technical workflows, ensuring stakeholder understanding and alignment.
• Develop comprehensive project plans, including timelines, value realization, and risk management strategies.
• Monitors schedule, risks, and issues and takes action to prevent deviation from agreed tolerances.
• Deliver regular updates and maintain meticulous project tracking; ensuring transparency, effective communication, and continued momentum.
• Understand how requirements and design choices may impact systems across multiple areas.
• Gather and analyze data points to discover key project insights; visualize these insights in charts and presentations for stakeholders.
• Maintain focus on project value; define, deliver, and measure value throughout the project lifecycle.
• Proactively identify issues and enact scalable solutions without needing direction.
• Train, mentor, remove impediments, and handle escalations for other team members.

Senior IT Project Manager

• Develop and maintain a comprehensive cloud financial management framework across our SaaS offering: forecasting, budgeting, actuals vs. plan, cost allocation, unit economics (e.g., cost per customer, cost per node/tenant/instance).
• Lead cloud cost optimization programs: e.g., reserved commitments/savings plans, right-sizing, idle resource elimination, tagging and chargeback/cleanup initiatives.
• Partner with Engineering/CloudOps/Product teams to integrate cloud cost visibility into operations (dashboards, KPIs, alerts) and instill. FinOps culture (cost awareness, cost accountability).
• Drive reporting for executive leadership and the board: highlight cost-trends, anomalies, savings progress, risk of overruns, and tradeoffs between cost, performance and growth.
• Define and enforce governance and controls around cloud cost and usage: tagging standards, cost-allocation models, approval workflows for new services, cloud contract negotiation/commitment reviews.
• Lead a team of FinOps analysts/engineers: hire, coach, set strategy, measure effectiveness and build influence across the organization.
• Collaborate with Finance/FP&A to ensure that cloud costs are correctly reflected in financial planning, customer-unit economics, pricing discussions, and business case modelling for new products or global expansion.
• Stay abreast of public-cloud provider pricing models (AWS, Azure, GCP), emerging cloud-cost tools, and FinOps best practices, bring innovation in cost management automation, tagging enforcement, anomaly detection and internal chargeback.
• Support M&A, product launches or major cloud migrations by providing financial modelling of cloud cost impact, run-rate changes, and forecasting scenarios.
• Own the narrative around cloud cost in the SaaS business: translate technical cloud-usage metrics into business implications for growth, margin and scalability.

Director, Cloud Engineering – FinOps

Manager

• Be the Alliances primary contact for OneStream internal sales team of the allocated region.
• For the specified region, own, develop, monitor, manage, and achieve referral revenue and co-sell revenue goals.
• Consistently meet or exceed quota targets by proactively driving partner channel sales, leveraging a strategic approach to relationship management, and implementing robust demand generation plans.
• Develop partner engagement activities, such as marketing campaigns, sales alignment, and PartnerPlace solution campaigns use, to support overall sales region partner strategy.
• Engage senior executives to verify and execute stated regional goals.
• Contribute to OneStream sales growth by driving and taking ownership of developing relationships across all alliance ecosystem partners in the assigned territory, including technology partners, global advisors, regional advisors, and our commercial partnerships.
• Align with Partners’ Sales, Marketing, Business Development, and Consulting teams at all levels, from individual contributors to management and executives.
• Attract alliance partner investments in Sales Kick-Off, Splash, and Business Reviews.
• Ensure operational excellence and maintain a high level of business impact for Objectives and Key Results, pipeline generation, and deal progression.
• Manage multiple, simultaneous communication streams for various partner activities including sales, marketing, enablement, and miscellaneous initiatives.
• Work closely with the sales team and sales leadership to drive revenue from the partner community.
• Ensure the successful achievement of go-to-market activities that produce qualified lead generation for Field Sales through our Partner Network.
• Ensure the company objectives related to partner channel are achieved and reported to the executive management team.
• Seek opportunities to scale efficiencies and new ways of working across multiple stakeholders and projects.