Engagement Manager - OneStream

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

Job summary

SoCode Recruitment seeks an Engagement Manager to lead OneStream delivery and oversee complex finance transformation programmes in a client-facing capacity. You will manage multi-disciplinary teams, maintain stakeholder alignment, and safeguard project scope, budget, and timelines.

The role focuses on delivering enterprise-scale engagements with strong commercial awareness, driving opportunities for account growth and ensuring client satisfaction throughout the programme lifecycle.

Qualifications

• Experience as Engagement/Project/Programme Manager in EPM or finance transformation.
• Strong client relationships and stakeholder management in consulting.
• Experience overseeing complex system implementations in finance or data platforms.

Responsibilities

• Act as the primary client contact across OneStream implementations and optimisations.
• Oversee end-to-end delivery, ensuring on-time, scoped, and high-quality outcomes.
• Manage client stakeholders up to Finance Director/CFO level.
• Coordinate cross-functional delivery teams including architects, consultants, and developers.
• Monitor progress, risks and dependencies with proactive issue resolution.
• Support commercial management, including budgets, utilisation and margins.
• Identify opportunities for account growth and follow-on work.
• Contribute to programme planning and roadmap development for clients.

Skills

Engagement management

Stakeholder management

Client relationship management

Finance transformation

Delivery oversight

Communication skills

Education

PM certification

Finance/accounting background

Tools

OneStream

Anaplan

SAC

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