Senior Customer Success Manager (Georgia)

Senior Customer Success Manager (Georgia)

Location: Remote, USA

Employment Type: Full-Time

Benefits Offered: Vision, Medical, Life, Dental, 401K

Gross annual base salary: USD 114,000 -148,000

Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.

Summary OneStream is redefining the future of finance with the ambition to become the Operating System for Modern Finance. Its unified, cloud-based Corporate Performance Management (CPM) platform enables organisations to optimise processes, make data-driven decisions, and achieve exceptional operational efficiency. The Senior Customer Success Manager (SCSM) plays a pivotal role in ensuring that customers achieve their goals and become referenceable success stories. This individual manages a portfolio of customers, supporting them throughout their journeyfrom onboarding through to ongoing engagement, retention, and growth. Serving as the primary advocate for customers, the Senior CSM is responsible for understanding each organisation's unique business objectives and helping them maximise the value of their OneStream investment. The role involves building strong relationships with key stakeholders, proactively addressing needs, and delivering tailored solutions to enhance customer satisfaction. Collaboration with the sales team is essential to identify upselling and cross-selling opportunities, thereby unlocking the full potential of OneStream's capabilities. Success in this role requires a customer-centric mindset, excellent communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in a Customer Success role is required. This role will manage a portfolio of approximately 3035 mainly enterprise accounts, with a combined ARR of $5M$15M. This role supports customers and sales partners across Georgia, with a preference for Atlanta. The Successful Candidate will be based within this region, as regional proximity helps to: Enable meaningful executive and customer engagement when needed Support strong understanding of the regional commercial landscape Strengthen alignment with Commercial Sales teams Maintain sustained focus on delivering scalable customer success outcomes across the region

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:

• OneStream
• Oracle's EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
• SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
• IBM Cognos
• Anaplan
• 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 AI operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy.

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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.