OneStream Software

Consultant

• Shortening the sales cycle by delivering flawless standard and custom product demonstrations to Federal Government mid and C-level executives in the Office of Finance.
• Providing presales technical/functional support to prospective clients and customers, while ensuring customer satisfaction with minimal supervision.
• Stay informed regarding current US federal government budget/finance trends and challenges.
• Acting as a technical resource for less experienced Sales Consultants, Sales Development, and Sales representatives.
• Transforming business requirements/challenges into tailored demonstrations and/or proof of concepts.
• Presenting and articulating advanced product features and benefits, product future direction and overall OneStream solutions.
• Improving/maintaining standard demo assets to ensure top-notch sales presentations.
• Designing, validating, and presenting Database & OneStream Cloud solutions to include advanced product concepts and future direction.
• Developing and managing references through high quality technical, professional client relationships.

Solution 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 – Delivery/Implementation

Artificial Intelligence

• Presenting tailored demonstrations on product features, future direction, and overall OS Platform and AI solution functionality.
• Acting as the OneStream SME for processes and developments in Partner activities and events.
• Collaborating with Partners and assessing their business goals to formulate GTM strategies.
• Supporting the overall OneStream Platform and AI Partner GTM Enablement.
• Acting as a technical resource for less experienced Sales Consultants, Sales Development, and Sales representatives.
• Developing and delivering high quality OneStream presentations and demonstrations.
• Presenting and articulating advanced product features and benefits, product future direction and overall OneStream solutions.
• Developing and managing references through high quality technical, professional Partner relationships.

Senior AI Solutions Specialist

• Shorten the sales cycle by presenting flawless standard and custom product demos to Federal Government mid- and C-level executives
• Assist prospective clients and customers, ensuring satisfaction with minimal supervision
• Stay informed regarding current US federal government budget/finance trends and challenges
• Serve as a resource for less experienced Sales Consultants, Sales Development, and Sales Representatives
• 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

Senior Solution Consultant

Designer

• Coach partners during build phase, provide examples of artifacts and articulate their importance to the application.
• Provide technical expertise and architectural guidance during critical project milestones.
• Communicate personal and project status to OneStream Alliances, Sales, and Customer Success.
• Work with Customers, Partners and internal personnel on Service NOW Cases concerning Application Design.
• Conduct Application Health Check and Reviews to monitor application performance.
• Assist Product Teams on sourcing, developing and testing new Product Features and Functionality.
• Actively participate on Partner's OneCommunity Forum by reviewing posts and submitting responses.
• Facilitate the sharing of project templates to ensure Partner's Project Readiness.
• Study and apply oneself to become a Subject Matter Expert in areas required.
• Other ad hoc duties as assigned by leadership.

OneStream Delivery Manager – Partner Enablement Design & Build

• On board new partners, setting expectations and providing partner journey with OneStream, including holding project kick-off meetings and ensuring roles and responsibilities are aligned upon.
• Assist partners with requirements gathering preparation.
• Ensure partners are prepared for design sessions with customer by analyzing requirements and discussing product capabilities and guide partners through their design, sharing best practices, and communicating risks appropriately.
• Lead partner on design to transfer design knowledge to partner’s staff and validate scalability of application.
• Coach partners during build phase, providing example artifacts and articulating their importance to the application.
• Provide technical expertise and architectural guidance during critical project milestones.
• Communicate personal and project status to OneStream Alliances, Sales, and Customer Success.
• Identify project risks and communicate to partners, team members, management and other internal stakeholders.
• Lead end to end project deliverables from design to go-live jointly with partner.
• Coach junior staff in producing project artifacts and completing ServiceNow cases, whilst providing coaching on design activities and verifying knowledge transfer to staff.
• Perform design reviews on partner design documents, providing written review containing risk areas and mitigation suggestions and communicating risks to internal stakeholders when appropriate.
• Conduct application health check and reviews to monitor application performance.
• Assist Alliances group in vetting potential partners and providing feedback on project readiness.
• Assist product teams on sourcing, developing and testing new product features and functionality.
• Build tools to assist in implementation process and share with wider community when appropriate.
• Present on webinars or at conferences/conduct training online or in-person upon request.
• Actively participate on partner’s OneCommunity forum by reviewing posts and submitting responses.
• Facilitate the sharing of project templates to ensure partner's project readiness.
• Study and apply oneself to become a Subject Matter Expert in areas required.

Senior Delivery Manager – Partner Enablement, Design & Build

Customer Success Manager

• Play an integral role in ensuring every customer achieves their goals and becomes a referenceable success
• Oversee a portfolio of customers guiding them through their entire journey—from initial onboarding to sustained engagement, retention, and growth
• Act as the primary advocate for your customers, understanding their unique business objectives
• Build deep relationships with key stakeholders, proactively addressing their needs
• Deliver tailored solutions to drive customer satisfaction and success
• Collaborate with the sales team to identify upselling and cross-selling opportunities

Customer Success Manager – MEA Region, Arabic, English

• Transforming complex business requirements/challenges into robust POC (Proof-of-Concept) solutions.
• Shortening the sales cycle by delivering flawless standard and custom product demonstrations to mid and C-level executives in the Office of Finance.
• Providing presales technical/functional support to prospective clients and customers, while ensuring customer satisfaction with minimal supervision.
• Acting as a technical resource for Sales Consultants, Sales Development, and Sales representatives.
• Developing and delivering high quality OneStream presentations and demonstrations.
• Presenting and articulating advanced product features and benefits, influence overall future OneStream product and solution development.
• Improving/maintaining standard demo assets to ensure top-notch sales presentations.
• Designing, validating, and presenting Database & OneStream Cloud solutions to include advanced product concepts and future direction.

• Demonstrate the core/advanced functionality of single solution on the platform through Proof of Concept
• Engage in conversations with Sales to discuss implementation of a use case at current or prior customer (or employer)
• Delegate tasks to and mentor junior members of the team
• Independently complete implementation work and project documentation
• Review and finalize documentation and application elements prepared by junior team members
• Lead troubleshooting and resolution of application issues
• Lead a full multi-solution design session; prepare complete design document.
• Assist in identifying roles and responsibilities for projects
• Provide feedback on team performance
• Responsible for managing small projects in accordance with the PRIME methodology
• Create and maintain project financials, project plan, and status reporting
• Mentor less experienced consultants for Lunch & Learns or Services Meetings
• Propose session ideas for Splash
• Author Blog Posts for OneCommunity
• Identify and recreate issues for tracking and resolution with product development
• Conduct customer training
• Lead customer meetings, manage customer relationship
• Present Lunch & Learn knowledge share sessions
• Respond to Inquiries from OneStream Employees via OneCommunity

OneStream Lead Consultant

Account Executive

• 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.
• 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.
• 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

Business Development Rep

• Achieves assigned appointment and revenue targets
• Prospects and builds an organic pipeline within designated target accounts
• Nurtures relationships with targeted prospects through multiple communication channels, including social media and email
• Leads prospect follow-up efforts, schedules calls and meetings, and manages multiple business development engagements simultaneously
• Researches prospective accounts to identify targets for outbound activities
• Provides support for local marketing events and initiatives
• Participates in the strategic development and execution of territory and account plans

Business Development Representative

• A Senior Solution Consultant will become an expert in OneStream technology and use this expertise on a daily basis to present the value proposition and benefit of our solutions to partners, prospects, customers and internally supporting our sales force.
• Participate in the design, validation, and presentation of OneStream solutions based on customer needs which vary in complexity.
• Shortening the sales cycle by delivering flawless standard and custom product demonstrations to mid and C-level executives in the Office of Finance.
• Providing presales technical / functional support to prospective clients and customers, while ensuring customer satisfaction with minimal supervision.
• Acting as a technical resource for less experienced Sales Consultants, Sales Development, and Sales representatives.
• Transforming business requirements/challenges into Proof of Concept presentations.
• Developing and delivering high quality OneStream presentations and demonstrations.
• Presenting and articulating advanced product features and benefits, product future direction and overall OneStream solutions.
• Improving/maintaining standard demo assets to ensure top-notch sales presentations.

• Shortening the sales cycle by delivering flawless standard and custom product demonstrations to mid and C-level executives in the Office of Finance.
• Providing presales technical/functional support to prospective clients and customers, while ensuring customer satisfaction with minimal supervision.
• Acting as a technical resource for less experienced Sales Consultants, Sales Development, and Sales representatives.
• Transforming business requirements/challenges into tailored demonstrations and/or proof of concepts.
• Presenting and articulating advanced product features and benefits, product future direction and overall OneStream solutions.
• Improving/maintaining standard demo assets to ensure top-notch sales presentations.
• Designing, validating, and presenting Database & OneStream Cloud solutions to include advanced product concepts and future direction.
• Developing and managing references through high quality technical, professional client relationships.

DevOps Engineer

• Lead the design, continuous monitoring, implementation, and security operations of Azure cloud solutions, ensuring they meet industry best practices and comply with FedRAMP High, IL4 requirements.
• Lead team in developing modular Infrastructure-as-Code utilizing Terraform, PowerShell, ARM, Bicep, and YAML languages.
• Lead projects of moderate complexity to completion.
• Sustain a high level of reliability for key automated systems.
• Leads teams to define, estimate, and implement requirements for new automations or services of moderate complexity needing development.
• Stay up to date with the latest Azure and FedRAMP regulatory changes and industry trends, advising teams on potential impacts and necessary adjustments.
• Update technical documentation, workflows, and knowledge base articles.
• Provide feedback in pull requests and peer coding reviews.
• Solid knowledge in focused areas of OneStream Software.
• Participate in on-call rotation to support production systems.
• Assist in efforts to debug the problems which arise in production.
• Ability to mentor others in several technical areas.
• Understanding practical use of FedRAMP/SOC controls to assist Compliance and Security teams.

Senior Cloud DevOps Network Engineer, FedRAMP, Azure, Advanced Networking

Solutions Engineer

• Support the establishment and maturation of the Enterprise Architecture practice, including the development and continuous improvement of architecture standards, principles, and methodologies.
• Lead collaborative solution design and architecture sessions to develop scalable, effective solutions that address complex business needs and challenges.
• Evaluate and recommend technology solutions, enhancements, replacements, or decommissioning options while balancing business value, usability, productivity, risk, and total cost of ownership.
• Partner with project management, product, and delivery teams to support initiative planning and execution, ensuring architectural alignment throughout the delivery lifecycle from ideation through implementation.
• Design and oversee scalable, resilient, and maintainable solutions across application, data, and integration domains while ensuring alignment with enterprise standards and long-term strategic direction.
• Identify and mitigate architectural risks and constraints related to scope, timelines, resources, security, technical complexity, and large-scale system integrations.
• Translate business requirements into technical and data requirements, including integration patterns, workflows, and source-to-target mappings that support improved user experience and business outcomes.
• Define and document architectural inputs to testing strategies and maintain architecture artifacts such as solution designs, diagrams, roadmaps, and technical documentation.
• Provide architectural guidance and oversight across application initiatives and IT portfolios to promote consistency, reuse, and adherence to enterprise standards.
• Partner with leadership and key business stakeholders to evaluate technology trends and opportunities and contribute to enterprise data, application, and platform roadmaps aligned with long-term business strategy.
• Drive adoption of AI, automation, and efficiency-enabling technologies by identifying opportunities for machine learning and intelligent automation, designing scalable and secure AI-enabled solutions, and supporting workflow automation, low-code/no-code platforms, and process optimization initiatives.

Solution Consultant

Senior Consultant, OneStream – Delivery/Implementation

Senior AI Solutions Specialist

Senior Solution Consultant

OneStream Delivery Manager – Partner Enablement Design & Build

Senior Delivery Manager – Partner Enablement, Design & Build

Customer Success Manager – MEA Region, Arabic, English

Senior Solution Consultant

OneStream Lead Consultant

Account Director

Business Development Representative

Senior Solution Consultant

Solution Consultant

Senior Cloud DevOps Network Engineer, FedRAMP, Azure, Advanced Networking

Solutions Architect