Senior Customer Success Manager (Central Region)

SENIOR CUSTOMER SUCCESS MANAGER

Location: Remote, Illinois or Minneapolis 
Employment Type: Full-Time
Compensation: $120,000 -$149,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K

Summary

At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.

As a Senior Customer Success Manager (CSM), you will play an integral role in our mission to ensure every customer achieves their goals and becomes a referenceable success. You will oversee a portfolio of customers, guiding them through their entire journey—from initial onboarding to sustained engagement, retention, and growth. 

In this role, the Senior CSM will act as the primary advocate for our customers, understanding their unique business objectives and helping them realize maximum value from their OneStream investment. You will build deep relationships with key stakeholders, proactively address their needs, and deliver tailored solutions to drive customer satisfaction and success. The Senior CSM will collaborate with the sales team to identify upselling and cross-selling opportunities, helping customers unlock the full value of OneStream’s capabilities. By fostering trust and delivering results, you will drive customer adoption and support their long-term goals. This role requires a customer-centric mindset, strong communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in a Customer Success role is essential.

Primary Duties and Responsibilities

Managing your portfolio of customers
• Partner with sales and your CSM’s to complete a comprehensive sales transition process
• Operate as a seasoned business partner to your customer and their delivery team by knowing their strategy and plan
• Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal
• Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.)
• Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing)
• Manage and execute the customer’s onboarding process
• Develop strong working relationship with your customer and their delivery team
• Establish and execute cadence-based “Business Review” meetings with your customer
• Support your Region CS Director in conducting monthly Region Health Check meetings with the regional sales team
• Work with your Regional CS Director to proactively manage the regions portfolio of renewals, expansions, and conversions to SaaS
• Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal
• Align with Customer Success Leadership on regional metrics
• Develop and grow your knowledge of OneStream’s Platform and MarketPlace Solutions and share that knowledge with customers
• Promote awareness of Regional OneStream Communities and customer educational events
• Keep management informed of progress and obstacles on your portfolio of customers
• Support Sales in the Customer Account Planning sessions

Customer Advocacy
• Understand what your customer’s values in their partnership with OneStream now and in the future
• Actively listen to customers and help them understand how they can get the most value from their investment in OneStream
• Be a point of escalation for your CSM’s customer requests, issues, and escalations
• Champion your customer’s requests by collaborating with the Customer, their delivery team and various OneStream departments (Customer Support, Cloud, Technical SME’s, Product Mgmt. etc.)
• When necessary, be the respectful challenger to set and manage customer expectations, ensuring customer retention creating a life-long customer.

Supervisor Responsibilities
• Work with your CSM’s to develop their annual goals
• Establish a regular cadence with your CSM’s to listen, mentor and as needed provide coaching

Required Education and Experience

• A minimum of 8 years of professional experience.
• At least 5 years of experience in Customer Success Manager  position within a SaaS or Technology related company.
• Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives.
• Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting.

Preferred Education and Experience

• Degree in Business, Accounting, Finance, Information Technology or related field.
• Corporate Performance Management (CPM) experience
• Customer and account management experience.
• Management consulting/technology consulting experience.
• Prior experience with any of the following CPM Software products:
o OneStream
o Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
o SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
o IBM Cognos
o Anaplan
o Or other CPM solutions.

Knowledge, Skills, and Abilities

• A team player with a bias towards action
• Excellent interpersonal and communication skills
• Professional verbal and written communication skills
• Professional relationship building skills
• Strong ability to problem-solve in a collaborative environment
• Strong organizational and planning skills
• Highly self-motivated and directed
• Keen attention to detail
• Proven analytical, evaluative, and problem-solving abilities
• Exceptional customer service orientation
• Must be able to exercise independent judgment and solve problems
• High stress tolerance

Travel
Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).

Who We Are
OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

Why Join The OneStream Team
• Transparency around corporate structure, salary, and benefits
• Core value of customer success
• Variety of project work (not industry-specific)
• Strong culture and camaraderie
• Multiple training opportunities

Benefits at OneStream
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:
• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
OneStream is an Equal Opportunity Employer.

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