Customer Success Manager - Commercial Accounts (West Region)

OneStream Software; Birmingham (MI); Remote; USD 95,000 - 123,000; Full time

Benefits offered by this job

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Short & Long Term Disability

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

Job summary

OneStream Software is seeking a Commercial Customer Success Manager to guide a broad portfolio of finance customers from onboarding to value realization. You will act as a strategic advisor, leverage data-driven insights and AI-powered capabilities to drive adoption, retention, and growth in a digital-first engagement model.

You will work cross-functionally with sales, support, and product teams to maximize outcomes, manage relationships with CFOs and other senior stakeholders, and scale success

Qualifications

• Experience managing relationships with senior Finance decision-makers (CFOs) or IT stakeholders.
• CPM software experience with OneStream or similar platforms.
• Consulting background in management or technology consulting is a plus.
• Degree in Business/Finance/IT or related field is preferred.

Responsibilities

• Manage a broad portfolio of customers and drive adoption, retention, and growth.
• Act as a strategic advisor and trusted partner across the customer journey, from onboarding to value realization.
• Collaborate with cross-functional teams to unlock value and scale success motions.
• Engage customers through digital-first, data-driven, AI-powered engagement models.

Skills

Team player

Interpersonal skills

Verbal & written comms

Relationship building

Problem solving

Organizational skills

Self-motivated

Attention to detail

Analytical thinking

Customer service orientation

Priority management

Education

Bachelor's degree in Business/Finance/IT

Tools

OneStream

Oracle EPM Suite

SAP BPC

IBM Cognos

Anaplan

Job description

At OneStream, we're on a mission to empower every Finance organization and professional to exceed their potential. Our global teams span continents, cultures, and time zones, united by a shared purpose as we build the operating system for modern Finance and help organizations move with greater speed, clarity, and confidence.

That mission comes to life through our people. Behind every innovation, customer success, and milestone are talented people working together to make a difference. That's why we're looking for people who are bold enough to think big, authentic in how they lead and collaborate, curious about what's possible, and committed to delivering results.

Want a closer look before you apply? Explore our Careers site to learn more about our people, culture, and benefits.

Summary

As a Customer Success Manager (CSM), you will play a critical role in helping customers achieve their business goals and maximise the value of their OneStream investment. Acting as a strategic advisor, trusted partner, and primary customer advocate, you will guide customers throughout their journey and beyond, from onboarding and adoption to value realisation, expansion, renewal, and long‑term success. By leveraging data‑driven insights, AI-powered capabilities, and a consultative, human‑centred approach, you will build strong relationships with key stakeholders, understand their unique objectives, and deliver measurable business outcomes that drive retention, growth, and advocacy. Working cross‑functionally to unlock the full value of OneStream's capabilities, you will ensure customers not only realise lasting value from their investment but become enthusiastic champions, advocates, and references for our platform.

This is aCommercial Customer Success Manager role operating within a digital‑first, technology‑enabled engagement model. You'll manage a broad portfolio of customers, (approx. 80) leveraging data‑driven insights, AI‑powered capabilities, structured success programs, and proactive outreach to drive adoption, value realisation, retention, growth, and advocacy at scale.

Success in this role comes from delivering meaningful customer outcomes through a combination of technology, insight, and trusted customer partnership. While relationships remain central to the role, engagement is primarily delivered through scalable customer success motions, including:

• Data‑driven customer health and proactive outreach
• Structured success programs, playbooks, and lifecycle management
• Virtual engagement, digital enablement, and value‑driven customer interactions

Occasional in‑person meetings may occur, but this role is designed for professionals who thrive in a digital‑first environment and enjoy driving customer success across a larger portfolio through efficient, scalable, and repeatable engagement models.

Successful candidates typically bring experience such as:

• Managing commercial, mid‑market, or growth‑stage customer portfolios through predominantly digital engagement models
• Leveraging customer success technologies, data insights, and structured programs to drive customer outcomes at scale
• Managing larger books of business while balancing customer experience, operational efficiency, and business results
• Working in environments focused on segmentation, prioritisation, automation, and repeatable success motions
• Driving customer adoption, retention, expansion, and advocacy through virtual and technology‑enabled engagement

West Region

Our West Region consists of the following states: Alaska (AK), Arizona (AZ), California (CA), Colorado (CO), Hawaii (HI), Idaho (ID), Montana (MT), Nevada (NV), New Mexico (NM), North Dakota (ND), Oregon (OR), South Dakota (SD), Utah (UT), Washington (WA), and Wyoming (WY). The successful candidate is expected to reside in one of these states, as regional proximity enables stronger executive relationships through facetoface engagement, supports rapid onsite response during critical escalations, provides insight into the regional enterprise landscape, ensures close partnership with Regional Sales leadership, and limits travel overhead to remain focused on achieving strategic customer outcomes.

Preferred Education and Experience

• Education: Degree in Business, Accounting, Finance, Information Technology, or a related field.
• Relationship Management: Proven experience in building and managing strong customer relationships.
• Customer Success experience engaging with senior Finance decision‑makers, particularly CFOs, ideally supporting solutions used by the Finance function; experience engaging with senior IT stakeholders such as CIOs, CTOs or CISOs would also be relevant.
• Corporate Performance Management (CPM): Hands‑on experience as a Customer Success Manager or in a customer‑facing position.
• Consulting Background: Experience in management consulting or technology consulting.
• CPM Software Expertise: Prior experience with one or more of the following: OneStream, Oracle EPM Suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis), IBM Cognos, Anaplan 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.
• * Ability to operate in a demanding environment managing simultaneous priorities.

Travel

Travel Requirement: Ability to travel as needed. Customer engagement is primarily delivered through digital and virtual channels, with occasional in‑person customer, company, and industry events.

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

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

#LI-KT1 #LI-Remote

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

Gross annual base salary $95,000—$123,000 USD

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

OneStream Software is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race,color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations, and ordinances.

If you need assistance and/or a reasonable accommodation during the application process, reach out to [e-mail].

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