OneStream Software

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.
• Act as a role model across the sales organization by demonstrating professionalism, accountability and collaborative selling behavior.

Account Director – Commercial

Strategy

• Define and continuously refine the positioning and value narrative for Agile Financial Analytics across key enterprise finance use cases.
• Translate roadmap themes and technical capabilities into differentiated, customer-centric messaging and executive-ready talk tracks.
• Ensure field readiness through scalable enablement (plays, briefs, FAQs) that improves sales execution and adoption.
• Act as the strategic bridge between Product, Engineering, and GTM to ensure shared understanding of priorities, trade-offs, and timelines.
• Proactively surface misalignment between what is being built and how it is positioned, packaged, or sold; drive resolution with accountable owners.
• Own internal communication of major roadmap updates and releases for GTM audiences, ensuring clarity and consistency.
• Partner with Product Management and Product Marketing to define launch narratives, packaging implications, and field enablement requirements.
• Build high-quality executive and customer-facing narratives (strategy, roadmap, business updates) that simplify complexity and enable decisions.
• Establish a simple, consistent mechanism to capture and synthesize feedback from Sales, Customer Success, Solutions Engineering, and partners.
• Identify recurring friction points; drive cross-functional actions to improve clarity and execution (with accountable owners).

Senior Product Strategy Director

Engineering Manager

• Own end-to-end delivery of platform components, from architecture and development through release and optimization.
• Lead technical design and architecture across distributed, multi-threaded, and web-based systems.
• Maintain hands-on engagement through design reviews, debugging, and solving complex technical challenges.
• Ensure high standards for code quality, testing, performance, and maintainability.
• Identify and eliminate technical and organizational bottlenecks to improve delivery velocity.
• Drive AI enablement across engineering, including adoption of AI-assisted development tools and integration of AI-driven platform capabilities.
• Partner with data and AI teams to incorporate models, APIs, and intelligent workflows into the platform.
• Establish and promote best practices for responsible AI usage, including security, governance, and data privacy.
• Upskill teams on modern development practices, including AI tools and frameworks, and measure impact on productivity and quality.
• Own roadmap execution with accountability for timelines, quality, and outcomes.
• Balance speed and stability, making informed trade-offs to meet business and technical goals.
• Ensure platform observability, monitoring, performance optimization, and operational excellence.
• Drive continuous improvement through metrics, retrospectives, and postmortems, ensuring alignment with scalability, reliability, and security standards.
• Collaborate closely with Product Management, Architecture, and cross-functional engineering teams.
• Communicate technical direction, risks, and progress clearly to stakeholders and executive leadership.
• Influence platform strategy and technology investment decisions.
• Build, lead, and scale high-performing engineering teams.
• Coach and mentor engineers and emerging leaders, fostering growth and leadership development.
• Drive accountability, set clear expectations, and lead hiring, onboarding, and career development.
• Foster a culture of ownership, innovation, and continuous learning.

Senior Manager, Software Engineering

QA Engineer

• Lead and coach QEs and SDETs across product teams
• Drive automation maturity by guiding SDETs
• Collaborate with product and engineering leaders
• Establish practices for effective workflow management
• Tell the quality story through metrics
• Mentor team members to develop technical and strategic skills
• Champion responsible AI-assisted quality practices

Manager, Quality Engineering

Full-stack Engineer

• Design, develop, test, and maintain high-quality software components within OneStream solutions
• Implement features using established design patterns and best practices under guidance from senior engineers
• Contribute to UI development using modern UI frameworks including Angular, React, Blazor, and WPF
• Develop and integrate APIs and services following RESTful standards and practices
• Write clean, maintainable, and well-documented code with appropriate unit test coverage
• Use AI-assisted development tools to accelerate development, refactoring, test creation, and documentation, while validating AI-generated output for correctness, security, and architectural alignment
• Participate in peer code reviews to improve code quality and consistency
• Assist in diagnosing, debugging, and resolving software defects across development and test environments
• Collaborate with Product, QA, and other engineering team members to deliver features that meet functional and quality expectations
• Follow established SDLC, security, and compliance protocols

Software Engineer I

• Design, develop, and maintain complex software features and services within OneStream, including requirements translation, technical design, implementation, validation, deployment, and ongoing production support.
• Lead implementation efforts for moderately to highly complex features, ensuring scalability, performance, maintainability, and reliability.
• Drive technical design discussions and contribute to architectural decisions aligning with platform standards and reference architectures.
• Build and maintain user interface solutions using modern UI frameworks including Angular, React, Blazor, and WPF.
• Ensure JSON and XML data contracts, schemas, and integrations are well designed, documented, and backward compatible.
• Proactively identify opportunities to improve system performance, reliability, and developer productivity.
• Mentor and support Software Engineers through guidance on design, coding standards, and best practices.

Senior Software Engineer

Solutions Engineer

• Design and develop cutting-edge financial solutions that resolve customer business challenges.
• Integrate new platform features and functionalities that improve user experience and reduce customer time to value.
• Provide technical support, lead training sessions and workshops, and develop comprehensive documentation to empower internal teams and customers.
• Direct key workstreams, ensuring the timely delivery of solutions that align with business objectives.
• Conduct unit testing to validate that solutions meet quality and functionality requirements.
• Prepare and deliver presentations at global conferences to showcase new solutions and platform functionality.

Solutions Manager

Recruitment

• Cultivate strong relationships with hiring managers to understand departmental needs.
• Source, pipeline and screen resumes to evaluate specialized skills and qualifications.
• Conduct interviews using various methodologies (e.g., structured, technical assessments, behavioral questions).
• This role involves driving recruitment initiatives that significantly impact workforce quality and organizational performance.
• Strong relationships with hiring managers will be developed to understand departmental needs and align recruitment efforts with business objectives.
• Collaboration with hiring leaders will help anticipate departmental goals and create targeted hiring strategies that support company growth.
• Proactively sourcing, pipelining, and assessing resumes will identify candidates with specialized skills and qualifications that meet strategic needs.
• Structured interviews will be conducted using various methodologies, including technical assessments and behavioral evaluations, to select top-tier talent.
• Clear timelines and objectives will be established with hiring managers to ensure a streamlined and efficient recruitment process.
• Advanced Applicant Tracking Systems (ATS) will be utilized to effectively screen, assess, and engage with candidates throughout the hiring lifecycle.
• Compelling job postings will be crafted to accurately reflect role requirements and embody the company culture, attracting high-quality candidates.
• Optimal channels for promoting job openings will be identified, including professional associations, niche job boards, social media platforms, and recruitment events.
• The company will be represented at external recruitment events such as campus fairs, job fairs, and IT networking gatherings, enhancing brand visibility.
• Applicant responses will be managed, and interview schedules coordinated to ensure a seamless experience for hiring managers and candidates.
• Thorough phone and in-person interviews will be conducted while providing constructive feedback to promote a positive candidate experience.
• Consistent communication with candidates throughout the hiring process will ensure they feel valued and informed, contributing to a positive employer brand.
• Support for HR initiatives and collaboration on various projects will contribute to the overall effectiveness of the HR strategy.

Talent Acquisition Specialist

• 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 – Higher Ed

Consultant

• Provide an integral consultative component to our customer’s ongoing efforts to expedite the ROI and maximize the effectiveness of their business performance management solutions, especially OneStream XF.
• Consultants are responsible for providing solutions by working with customers to develop applications primarily for financial reporting.
• A Consultant completes the implementation work in a timely manner and can assist in validating the requirements and design of the application.
• Act as an onboarding guide/mentor to new Consultants.
• Produce project documentation including status reports, design documentation framework, application documentation, end-user training materials, test scripts, validation templates, etc.
• Participate in Regional, North America, and Global practice calls.

Director

• For each relationship, develop, monitor, manage, and achieve co-sell revenue, solution asset development, enablement goals, and oversight on best practice implementation standards.
• Work closely with cross-functional teams and engage the firms frequently to ensure OneStream product information and messaging are properly conveyed to the Global System Integrators.
• Build practice capacity to provide the foundation for ongoing scalable, sustained growth year-over-year.
• Coordinate with the OneStream Global System Integrators lead & regional sales teams, field marketing, product marketing, product development and strategy teams to align with all firms.
• Ensure the firms comply with OneStream Strategic Alliance policies.
• Be the main point of contact for all Alliance communication, including conflict resolution.
• Ensure the company objectives related to the Global System Integrators are achieved and periodically reported to the executive management team.
• Foster a collaborative and high-performance team culture, and provide guidance, support, and performance feedback to ensure team success.
• Lead, mentor, and develop a team of partnership professionals.

Global Systems Integrators Alliances Director

Engineer

• Create and continuously improve OneStream’s standard and industry-focused product demonstration applications to enable shorter sales cycles and increased deal sizes.
• Develop imaginative use-cases and visually compelling demonstrations that clearly communicate the power and possibilities of new innovations within the OneStream Platform.
• Act as early-adopters of new and upcoming product features and innovations.
• Maintain up-to-date knowledge and understanding of the future direction of the OneStream Platform and Marketplace solutions.
• Provide technical and functional support to the Presales organization and other internal customers of the demo applications, while ensuring customer satisfaction with minimal supervision.
• Act as a technical resource for less experienced Demo Engineers, Sales Consultants, Sales Development, and Sales representatives.
• Transform complex business requirements/challenges into clear and compelling demo content.

Senior Demo Engineer

Scrum Master

• Partner closely with Development and Product teams to understand the OneStream Platform and/or domain solutions, enabling effective guidance during estimation and planning activities.
• Coach and mentor Scrum teams in Agile principles and practices to deliver high‑quality products and services.
• Foster a culture of continuous improvement and support teams in advancing their self‑organization and maturity at a sustainable pace.
• Mentor and support other Scrum Masters by sharing best practices and promoting cross‑team learning.
• Assist in onboarding and educating new hires on Agile concepts and OneStream’s feature development processes.
• Facilitate all Scrum ceremonies with expertise, including Sprint Planning, Daily Scrum, Sprint Review, Backlog Refinement, and Retrospectives.
• Ensure Agile and Scrum processes are well‑documented, consistently followed, and continuously refined to support team success.
• Build and maintain complex Jira dashboards to support stakeholder visibility into release progress, Epics, sprints, story and bug tracking, and backlog prioritization.
• Collaborate closely with Product Managers and delivery teams to align execution plans with roadmap priorities, proactively identifying and resolving conflicts or gaps.
• Track, manage, and follow up on action items and blockers to ensure timely resolution.
• Maintain strong communication with Senior Management and VP‑level leaders, providing clear status updates and recommending process improvements.
• Lead recurring meetings with senior leadership focused on release planning, roadmapping, and progress reporting, leveraging digital whiteboard tools such as Miro.
• Remove impediments for teams and coach them to anticipate and address obstacles proactively and strategically.

Senior Scrum Master

Marketing

• Lead the development and execution of a bi‑annual, ABM‑driven Field Marketing strategy that accelerates regional pipeline growth and aligns to priority account needs.
• Build integrated, multi‑channel programs spanning in‑person and virtual events, experiential activations, digital campaigns, targeted email, direct mail, and social engagement to drive measurable account impact.
• Maintain deep expertise in OneStream’s product portfolio to ensure all programs reinforce core messaging and solution positioning.
• Partner with Regional Sales Leaders to align on pipeline targets, account priorities, and territory strategies, ensuring marketing initiatives directly support revenue goals.
• Collaborate with Marketing peers including Campaigns, Channel/Alliances, and Product Marketing to ensure cohesive execution and maximize program reach and effectiveness.
• Provide leadership and mentorship to regional Field Marketing Managers and Specialists, fostering strategic thinking and operational excellence.
• Use data, analytics, and historical performance insights to optimize channel mix, refine ABM strategies, and improve pipeline contribution.
• Deliver quarterly performance reporting with trends, insights, and recommendations for continuous improvement.
• Source, evaluate, and negotiate with third‑party vendors to secure high‑quality services and competitive pricing.
• Manage and optimize regional marketing budgets with accurate forecasting and disciplined spend management.

Account Director – Commercial

Senior Product Strategy Director

Senior Manager, Software Engineering

Manager, Quality Engineering

Software Engineer I

Senior Software Engineer

Solutions Manager

Talent Acquisition Specialist

Account Director – Commercial

Senior Account Director – Higher Ed

Consultant

Global Systems Integrators Alliances Director

Senior Demo Engineer

Senior Scrum Master

Senior Manager, Field Marketing