Engagement Manager - OneStream

SoCode Recruitment; Bath; On-site; GBP 70,000 - 110,000; Full time

Job summary

SoCode Recruitment is seeking an Engagement Manager to lead OneStream delivery for complex finance transformation programmes. The role combines client-facing leadership, delivery oversight, and commercial awareness to manage enterprise-scale engagements.

You will act as the primary client contact, oversee end-to-end delivery, and coordinate cross-functional teams. The position suits someone with strong stakeholder management and a track record in ERP/EPM projects within a consulting setting.

Qualifications

• Proven experience as an Engagement Manager, Project Manager, or Programme Manager in EPM/Finance Transformation/Enterprise Systems delivery.
• Strong experience managing client relationships and stakeholders in a consulting environment.
• Experience overseeing complex system implementations in finance or data platforms.
• Solid understanding of Agile, Waterfall, or hybrid delivery methodologies.

Responsibilities

• Act as the primary client contact across OneStream implementation and optimisation projects.
• Oversee end-to-end delivery, ensuring projects are delivered on time and within scope.
• Manage client stakeholders up to Finance Director/CFO level.
• Coordinate cross-functional teams including Solution Architects, Consultants, and Developers.
• Monitor project progress, risks, and dependencies with proactive issue resolution.
• Support commercial management including budget tracking, utilisation, and margin oversight.
• Identify opportunities for account growth, upsell and follow-on project work.
• Contribute to programme planning and roadmap development for clients.

Skills

Stakeholder management

Client-facing skills

Commercial awareness

Budget management

Project delivery methodologies

Tools

OneStream

Anaplan

SAP BPC

SAC

Oracle Hyperion

Board

Tagetik

Job description

Engagement Manager – OneStream

We are currently supporting a growing OneStream consultancy who are looking to hire an Engagement Manager to support the delivery of complex finance transformation programmes..

This role will suit someone who combines strong client-facing skills, delivery oversight, and commercial awareness, and is looking to play a key role in managing enterprise scale engagements.

Key Responsibilities

• Act as the primary client contact across OneStream implementation and optimisation projects
• Oversee end-to-end delivery, ensuring projects are delivered on time, within scope, and to a high standard
• Manage client stakeholders, often up to Finance Director / CFO level
• Coordinate cross-functional delivery teams including Solution Architects, Consultants, and Developers
• Monitor project progress, risks, and dependencies, ensuring proactive issue resolution
• Support commercial management, including budget tracking, utilisation, and margin oversight
• Identify opportunities for account growth, including upsell and follow-on project work
• Contribute to programme planning and roadmap development for clients

Required Experience

• Proven experience as an Engagement Manager, Project Manager, or Programme Manager within EPM, Finance Transformation, or Enterprise Systems delivery
• Strong experience managing client relationships and stakeholders in a consulting or professional services environment
• Experience overseeing complex system implementations (ideally within finance or data platforms)
• Strong understanding of project delivery methodologies (Agile, Waterfall, or hybrid)
• Excellent communication and stakeholder management skills
• Commercial awareness with experience managing budgets and delivery performance

EPM Experience

Experience with OneStream is highly desirable, however, we are open to candidates from other EPM platforms, including:

• Anaplan
• SAP (BPC, SAC)
• Oracle (Hyperion / FCCS / PBCS)
• Tagetik
• Board