Customer Success Manager (East Region)

OneStream Software; United States; Remote; USD 105,000 - 120,000; Full time

Job summary

An innovative firm is seeking a Customer Success Manager to redefine finance for modern businesses. In this remote role, you will oversee customer relationships, ensuring they achieve their goals and maximize their investment. Your expertise in SaaS and strong interpersonal skills will be crucial as you guide clients through onboarding and ongoing engagement. Collaborating closely with the sales team, you will identify opportunities for growth and drive customer satisfaction. Join a dynamic team that values transparency, customer success, and offers a supportive work environment with numerous training opportunities. This role is perfect for someone passionate about helping clients succeed and making a real impact.

Benefits

Vision Insurance

Medical Insurance

Dental Insurance

401K

Training Opportunities

Transparent Corporate Structure

Qualifications

• 3+ years in Customer Success with a focus on relationship management.
• Experience in SaaS or technology-related roles is essential.

Responsibilities

• Manage customer portfolios and ensure satisfaction and retention.
• Act as the primary advocate for customers, addressing their needs.

Skills

Customer Relationship Management

Communication Skills

Problem-Solving Skills

Analytical Skills

Organizational Skills

Education

Degree in Business, Accounting, Finance, or IT

5 years of professional experience

Tools

SaaS Platforms

Corporate Performance Management Software

Job description

Location: Remote, New York, Philadelphia or Massachusetts, USA
Employment Type: Full-Time
Compensation: $105,000-$120,000 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K

Summary

At OneStream we are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Our unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.

As a Customer Success Manager (CSM), you will play an integral role in our mission to ensure every customer achieves their goals and becomes a referenceable success. You will oversee a portfolio of customers, guiding them through their entire journey—from initial onboarding to sustained engagement, retention, and growth.

In this role, the CSM will act as the primary advocate for your customers, understanding their unique business objectives and helping them realize maximum value from their OneStream investment. You will build deep relationships with key stakeholders, proactively address their needs, and deliver tailored solutions to drive customer satisfaction and success. The CSM will collaborate with the sales team to identify upselling and cross-selling opportunities, helping customers unlock the full value of OneStream’s capabilities. By fostering trust and delivering results, you’ll drive customer adoption and support their long-term goals. This role requires a customer-centric mindset, strong communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in Customer Success, Account Management, or a related field is essential.

Primary Duties and Responsibilities

1. Managing your portfolio of customers
2. Partner with sales to complete a comprehensive sales transition process.
3. Operate as a business partner to your customer and their delivery team by knowing their strategy and plan.
4. Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal.
5. Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.)
6. Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing).
7. Manage and execute the customer’s onboarding process.
8. Develop strong working relationships with your customers and their delivery team.
9. Establish and execute cadence-based “Business Review” meetings with your customer.
10. Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal.
11. Align with Customer Success leadership on regional metrics.
12. Develop and grow your knowledge of OneStream’s Platform and MarketPlace Solutions and share that knowledge with customers.
13. Promote awareness of Regional OneStream Communities and customer educational events.
14. Keep management informed of progress and obstacles on your portfolio of customers.

Required Education and Experience

1. At least 3 years of experience in Customer Success, building and managing customer relationships.
2. Experience as a Customer Success Manager within a SaaS or Technology related company.
3. A minimum of 5 years of professional experience.
4. Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives.
5. Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting.

Preferred Education and Experience

1. Degree in Business, Accounting, Finance, Information Technology or related field.
2. Customer and account management experience.
3. Management consulting/technology consulting experience.
4. Corporate Performance Management (CPM) experience (either as a CSM, a consultant or a corporate employee).
5. Prior experience with any of the following CPM Software products:

• OneStream
• Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
• SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
• IBM Cognos
• Anaplan
• Or other CPM solutions.

Knowledge, Skills, and Abilities

1. A team player with a bias towards action.
2. Excellent interpersonal and communication skills.
3. Professional verbal and written communication skills.
4. Professional relationship building skills.
5. Strong ability to problem-solve in a collaborative environment.
6. Strong organizational and planning skills.
7. Highly self-motivated and directed.
8. Keen attention to detail.
9. Proven analytical, evaluative, and problem-solving abilities.
10. Exceptional customer service orientation.
11. Ability to operate in a demanding environment managing simultaneous priorities.

Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and take Finance further by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

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

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: