OneStream Software

Sales

• Responsible for coordinating and developing all activities related to the sale of the organization’s products and services within a specific geographical region or area and achieving sales and profitability goals in that region.
• Provides direction and leadership to the regional sales team.
• Building, developing and directing the team to ensure high customer satisfaction and achievement of sales goals.
• Developing a comprehensive understanding of the current market in order to formulate sales strategies and set sales targets.
• Setting the plan for account territory.
• Hiring and developing Account Managers.
• Mentoring team on importance of accurate and timely forecasting leveraging published OneStream standards.
• Conducting analyses to determine pricing and terms of related products and services within the current market, and customer needs and preferences.
• Leveraging existing base of industry/partner contacts and clients as points-of-access to promote OneStream products and services.
• Guiding team to develop comprehensive proposals in response to client RFQ/RFP’s.

Senior Director, Sales

Consultant

• Build extensible cubes & metadata, data sources, transformation rules, forms, journal templates, workflows
• Migrate the various OS application (metadata, CV's, Dashboards, etc) and system (security, custom tables, etc) artifacts
• Write certification questions
• Exhibit full proficiency in writing cube views, report books, dashboards, custom dashboards, quick views
• Produce initial drafts of all project documentation for review
• Assist in leading Requirements and Design meetings
• Recommend potential solutions to senior team member(s)
• Write increasingly complex Business Rules (BR)
• Write basic seeding rules, custom transformation rules, CF rules, parser business rules, conditional business rules, cube view extender rules, dashboard extender rules, and extensibility rules
• Identify opportunities for expanding OneStream’s business in existing clients
• Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)
• Assist in validating the requirements and design
• Support troubleshooting and resolution of application issues
• Support, mentor, onboard junior team members
• Work closely with customer on informal knowledge transfer
• Respond to support requests for most basic and build tasks
• Participate in Regional, North America, and Global practice calls
• Present Lunch & Learn knowledge share sessions
• Respond to Inquiries from OneStream Employees via OneCommunity
• Compile & distribute Weekly Status Reports

Senior Consultant – OneStream Implementations

Technical Project Manager

• Coordinate and support internal Product & Engineering projects from initiation through delivery
• Assist project managers with planning, scheduling, and tracking deliverables
• Maintain and update project documentation
• Assist with project communication by refining meeting notes & action items
• Testing service delivery workflows when we implement changes
• Scheduling & coordination with customers on deliverable dashboards
• Small standardized projects with existing playbooks, such as customer infrastructure migrations

Technical Project Manager, Intern

Program Manager

• Lead and contribute to multiple projects throughout the internship, including initiatives for the Solution Exchange.
• Assist with process optimization efforts to improve efficiency and effectiveness.
• Collaborate closely with team members on the Solution Network team to achieve project goals.

Program Management Intern

Backend Engineer

• Design and architect solutions that work interactively with the OneStream Platform.
• Provide documentation of source code, defining standards and improving them, APIs, flow diagrams, reviewing code requests.
• Build and deliver solutions that meet/exceed customer/stakeholder expectations.
• Proactively suggest options for solutions that enhance customer experience.
• Drive requirements discussions based on value delivered to customers.
• Participate and contribute to reviewing other team members unit tests.
• Lead design discussions and planning.
• Provide complex design requirements for major features and new solutions.
• Mentor Senior Software Engineers I team members in best practices, coding standards, assist in software design, provide training.
• Serve as an onboarding partner for new hires and training.
• Run/Lead formal Code Review meetings.
• Help maintain code quality, organization, and automatization.

Senior Software Engineer, C# and .NET

• Supporting our customers, internal staff, and partners
• Guiding them through their implementations and ensuring a seamless post-implementation experience
• Supporting and enhancing the OneStream post go-live
• Delivering custom solution-based support
• Offering expert consulting to both partners and internal teams
• Mentoring new peers and leading projects
• Building reports, security models, custom dashboards, and custom event processes
• Engaging with customers and partners to drive application-focused success

Senior Consultant – OneStream Performance

Frontend Engineer

• Analyze, design, develop, and maintain efficient, reusable, and reliable code.
• Integrate data storage solutions.
• Ensure the best possible performance, quality, and responsiveness of applications.
• Identify bottlenecks and bugs, and devise solutions to mitigate and address these issues.
• Help maintain code quality, organization, and automatization.
• Provide ongoing maintenance, support, and enhancements for existing Cloud Development solutions.
• Produce appropriate unit and functional tests to maintain the integrity of the code base as further development occurs.
• Take an active role in research activities to define and scope new features and solutions.
• Provide guidance and support to less experienced members of the team.
• Perform reviews of code submitted by team members.

Software Engineer II, C# – Angular

Customer Success Manager

• Lead, coach, and develop a team of Partner Success Managers, setting clear objectives and providing regular feedback.
• Oversee team performance, conduct regular one-to-ones, and support professional growth and development.
• Allocate resources and assign partner portfolios to ensure optimal coverage and support.
• Act as the senior escalation point for partner issues, supporting your team in resolving complex challenges.
• Guide the team in building and maintaining strong relationships with partners to drive successful OneStream implementations.
• Oversee regular partner status calls and ensure consistent, high-quality communication with partners and internal stakeholders.
• Monitor and support partner-led implementations, ensuring adherence to project delivery standards and partner success.
• Lead the development and delivery of enablement materials, ensuring your team is equipped to support partners effectively.
• Collaborate with senior leadership to shape the vision and strategy for Partner Success.

Director, Partner Success – Corporate Performance Management Software

• Lead, coach, and develop a team of Partner Success Managers, setting clear objectives and providing regular feedback.
• Oversee team performance, conduct regular one-to-ones, and support professional growth and development.
• Allocate resources and assign partner portfolios to ensure optimal coverage and support.
• Foster a collaborative, high-performance culture within the Partner Success team.
• Act as the senior escalation point for partner issues, supporting your team in resolving complex challenges.
• Guide the team in building and maintaining strong relationships with partners to drive successful OneStream implementations.
• Oversee regular partner status calls and ensure consistent, high-quality communication with partners and internal stakeholders.
• Provide strategic guidance on partner health, future planning, and programme development.
• Monitor and support partner-led implementations, ensuring adherence to project delivery standards and partner success.
• Review project plans and provide recommendations to improve timelines and go-live success.
• Support your team in identifying opportunities to increase customer satisfaction and adoption via functional enablement.
• Lead the development and delivery of enablement materials, ensuring your team is equipped to support partners effectively.
• Identify and implement opportunities to improve partner processes, efficiency, and proactive services.
• Oversee the creation and rollout of SOP documentation and governance frameworks for partner projects.
• Collaborate with senior leadership to shape the vision and strategy for Partner Success.
• Conduct gap analyses with alliances to build a robust framework for partner processes and project management.
• Represent the Partner Success function in cross-functional initiatives and leadership forums.

Product Manager

• Determine product priorities through interaction with internal and external stakeholders.
• Become the “voice of the customer” as it relates to making OneStream easy to use for our end users and easy to manage for administrators.
• Serve as the product owner for multiple solutions or features and main point of contact for the solutions/features throughout the organization.
• Lead the strategy, tactics, and delivery timelines for a product areas.
• Lead customer focus groups through technical understanding of product features and capabilities.
• Proactively explores innovation opportunities driven by technology, customer needs, and competing market.
• Help create, define, and refine product processes.
• Conduct research to identify customer needs, competitor analysis, and market gaps.
• Provide guidance to Business Analysts for when creating acceptance criteria and test plans by sharing knowledge to Business Analyst.
• Create prototypes without assistance to enable Engineering's understanding of requirements.
• Deeply immersed in the full development lifecycle all the way to general availability, intermingling with developers, quality analysts and others.
• Continuous hands-on learning of OneStream’s comprehensive, unified CPM platform as you strive to expand your current OneStream expertise.
• Consistently research ways to improve monitoring, discover issues, and deliver better value to the customer.
• Must be hands-on and willing to deeply learn the OneStream product and related MarketPlace solutions.
• Mentor junior team members in areas of expertise of the OneStream product.
• Drafts strategy and product updates for leadership team.
• Sound communication and presentation skills to effectively explain and demonstrate how product concepts impact customer requirements.
• Develop and deliver documentation and training materials to inform relevant stakeholders on new features.
• Enable and educate Presales, Sales, and Marketing on new offerings.
• Coordinate with Marketing and Presales team members to showcase new features in marketing and sales materials.

Senior Product Manager

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.

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals
• Identify upsell and cross-sell opportunities
• Build and maintain a healthy pipeline
• Maintain clean Salesforce records
• Prepare and present tailored business cases and proposals
• Balance new business and existing account growth
• Serve as a consultative partner
• Clearly articulate OneStream’s differentiators
• Accurately track and forecast sales opportunities
• Conduct discovery sessions, research, and demos
• Create high-impact proposals
• Contribute to key internal initiatives
• Lead by example through professional selling and mentoring

Senior Account Director – Enterprise

• Oversee a portfolio of customers
• Guide customers through their journey from onboarding to sustained engagement
• Act as the primary advocate for customers
• Build relationships with key stakeholders
• Collaborate with the sales team to identify upselling opportunities

Analyst

• Shape how the market understands OneStream’s technology, innovation, and leadership in modernizing the Office of the CFO.
• Own OneStream’s global analyst relations strategy and technology media engagement.
• Drive influence with analysts, influencers, and specialized reporters who shape enterprise technology perceptions.
• Create a multi-tier analyst and influencer engagement plan.
• Lead and project manage the full lifecycle of analyst reports, evaluations and surveys.
• Identify, cultivate and manage relationships at key firms including but not limited to Gartner, Forrester, IDC.
• Serve as a strategic advisor to the business, translating analyst insights into actionable recommendations.
• Work cross-functionally to ensure analyst insights inform content, campaigns, customer stories, and sales enablement materials.

Global Head of Analyst Relations

Full-stack Engineer

• Assist in designing, coding, testing, and debugging software components under the guidance of senior engineers.
• Collaborate with cross-functional teams to develop scalable and maintainable solutions for internal tools and partner-facing applications.
• Participate in code reviews and contribute to improving development best practices.
• Support the development team in documenting technical specifications and user guides.
• Help troubleshoot and resolve software defects and performance issues.
• Explore new technologies and frameworks to enhance existing systems or propose innovative solutions.
• Contribute to sprint planning, stand-ups, and retrospectives as part of the agile development cycle.
• Work on assigned solution cases and assist in preparing reports or presentations for stakeholders.

Senior Director, Sales

Senior Consultant – OneStream Implementations

Technical Project Manager, Intern

Program Management Intern

Senior Software Engineer, C# and .NET

Senior Consultant – OneStream Performance

Software Engineer II, C# – Angular

Director, Partner Success – Corporate Performance Management Software

Director, Partner Success – Corporate Performance Management Software

Senior Product Manager

Account Executive

Senior Account Director – Enterprise

Customer Success Manager

Global Head of Analyst Relations

Solution Network Software Engineer Intern