Customer Success Manager (North East US)

OneStream Software; United States; Remote; USD 100,000 - 120,000; Full time

Job summary

Une société de logiciels de gestion de performance corporate recherche un Customer Success Manager pour gérer un portefeuille d'entreprises. Vous assurerez la satisfaction des clients, identifier des opportunités de croissance, et collaborerez avec votre équipe pour favoriser une transition fluide. Idéal pour les candidats avec une expérience en logiciels financiers et une volonté d'évoluer dans une culture d'entreprise axée sur le succès client.

Benefits

Comprehensive benefits package including Medical, Dental, Vision, Life Insurance, and 401K

Opportunity for career advancement and growth

Strong company culture focused on customer success and teamwork

Commitment to employee development with multiple training opportunities

Qualifications

• Minimum 3 ans en Customer Success ou Gestion de Compte.
• 5 ans d'expérience professionnelle dans un domaine connexe.
• Expérience avérée dans la gestion de relations clients complexes.

Responsibilities

• Gérer un portefeuille de 30-40 comptes clients.
• Agir comme l'avocat principal des clients pour maximiser la valeur.
• Identifier et atténuer les risques affectant la satisfaction client.

Skills

Customer Success

Account Management

SaaS Solutions

Finance Processes

Education

Degree in Business, Accounting, Finance, Information Technology

Tools

OneStream

Oracle EPM suite

IBM Cognos

Job description

Employer Industry: Corporate Performance Management (CPM) Software

Why consider this job opportunity:
- Salary up to $120,000
- Comprehensive benefits package including Medical, Dental, Vision, Life Insurance, and 401K
- Opportunity for career advancement and growth within the organization
- Work remotely from anywhere in the North East US
- Strong company culture focused on customer success and teamwork
- Commitment to employee development with multiple training opportunities

What to Expect (Job Responsibilities):
- Manage a portfolio of 30–40 enterprise accounts, ensuring customer satisfaction, retention, and growth
- Act as the primary advocate for customers, understanding their business objectives and helping them maximize the value of their investment
- Collaborate with the sales team to facilitate a seamless transition and identify upselling opportunities
- Conduct cadence-based business review meetings with customers to align on goals and progress
- Identify and mitigate risks that may affect customer satisfaction or renewal

What is Required (Qualifications):
- Minimum of 3 years of experience in Customer Success or Account Management
- At least 5 years of professional experience in a related field
- Proven track record of managing complex customer relationships and driving customer success
- Conceptual understanding of finance processes including Financial Close, Planning, Budgeting, Forecasting, and Management Reporting
- Familiarity with SaaS or technology solutions specifically targeting finance departments

How to Stand Out (Preferred Qualifications):
- Degree in Business, Accounting, Finance, Information Technology, or related field
- Experience with Corporate Performance Management (CPM) software or consulting
- Knowledge of financial software solutions sold to CFOs or finance departments
- Prior experience with products such as OneStream, Oracle EPM suite, or IBM Cognos
- Customer and account management experience in a B2B environment

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