Engagement Manager - OneStream

SoCode Recruitment; Portsmouth; On-site; GBP 70,000 - 100,000; Full time

Job summary

SoCode Recruitment is seeking an Engagement Manager to lead OneStream delivery initiatives in a finance transformation context. You will be the primary client contact, oversee end-to-end delivery, and ensure projects are completed on time, within scope and to a high standard.

Reporting to senior client stakeholders, you will manage budgets, track utilisation and margin, identify growth opportunities, and help shape programme roadmaps for enterprise clients.

Qualifications

• Proven experience as an Engagement Manager, Project Manager, or Programme Manager in EPM/Finance Transformation or enterprise systems delivery.
• Strong client relationship skills in a consulting or professional services environment.
• Experience overseeing complex system implementations (finance or data platforms).
• 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, 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

Engagement management

Client relationship management

Stakeholder management

Delivery oversight

Budget & margin oversight

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