Engagement Manager - OneStream

SoCode Recruitment; Newcastle upon Tyne; On-site; GBP 85,000 - 120,000; Full time

Job summary

SoCode Recruitment is seeking an Engagement Manager to lead OneStream finance transformation engagements for enterprise clients. You will blend client-facing skills with delivery oversight and commercial acumen to drive successful outcomes.

The role requires managing relationships with senior stakeholders, coordinating cross-functional teams, and ensuring deliverables meet scope and quality targets. Strong communication and a track record in complex implementations are essential.

Qualifications

• Proven experience as Engagement Manager/Project Manager within EPM or Finance Transformation.
• Experience managing client relationships in a consulting environment.
• Experience overseeing complex system implementations in finance or data platforms.
• Strong understanding of Agile, Waterfall, or hybrid delivery methods.
• Excellent communication and stakeholder management skills.
• Commercial awareness with budget and delivery margin oversight.

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, 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.

Skills

Client relationship management

Stakeholder management

Delivery oversight

Commercial awareness

Communication skills

Delivery methodologies (Agile/Waterful

Tools

OneStream

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