Delivery Portfolio Lead for OneStream Transformation

Clearsulting LLC; Dallas (TX); Hybrid; USD 144,000 - 186,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Unlimited PTO

Parental leave

Flexible work environment

Cell phone reimbursement

Mental health support

Life insurance

Disability coverage

Bonus program

Job summary

Clearsulting LLC is seeking a senior leader to lead a portfolio of OneStream client engagements, driving delivery quality and client satisfaction across multiple workstreams. You will manage delivery risk, align with practice leadership on status and economics, and guide teams to maintain healthy margins.

The role emphasizes collaboration across technical, functional, and executive teams to deliver integrated Finance Transformation solutions, mentoring consultants and expanding account

Qualifications

• 8+ years of consulting or industry experience leading complex finance transformation programs.
• 5+ years of end-to-end OneStream implementations.
• Experience managing multiple concurrent client engagements with accountability for delivery quality, project governance, client satisfaction, and financial performance.
• Experience as an Engagement Lead, Project Director, Program Manager, or Delivery Manager with executive stakeholder management.

Responsibilities

• Lead as Portfolio Lead across a portfolio of OneStream client engagements, providing oversight from project initiation through delivery while ensuring consistent quality, client satisfaction, and commercial performance.
• Own the health of a portfolio of concurrent projects by proactively identifying delivery risks, managing escalations, driving issue resolution, and ensuring teams execute with consistency, transparency, and accountability.
• Partner with Practice Leadership to provide visibility into project status, engagement economics, resource needs, portfolio risks, and client health.
• Own engagement economics across the portfolio by proactively managing scope, budget, staffing, utilization, change requests, and margin while partnering with project teams to maintain healthy financial performance.
• Build trusted relationships with client stakeholders, serving as an escalation point throughout delivery while identifying opportunities to expand existing client partnerships and services.
• Collaborate with technical, functional, and cross-practice teams to deliver integrated Finance Transformation solutions and successful client outcomes.
• Mentor and develop consultants, managers, and analysts while helping scale delivery capabilities, strengthen leadership capacity, and drive continuous improvement across governance standards, quality control, project management practices, and delivery operations.
• Identify and pursue opportunities to expand existing accounts by introducing additional EPM/CPM capabilities, including liaising with OneStream as needed to support expansion and risk management.
• Serve as Clearsulting's primary day-to-day relationship manager with OneStream in North America, coordinating sales opportunities, delivery alignment, escalation management, resource planning, enablement activities, and joint account growth initiatives.
• Lead continuous improvement initiatives that enhance portfolio management, reporting, delivery operations, project management tools, and overall client experience.

Skills

OneStream experience

Portfolio leadership

Engagement management

Stakeholder management

Delivery governance

Cross-functional collaboration

Financial transformation

Talent development

Tools

OneStream Platform

Job description

Clearsulting LLC is seeking a senior leader to lead a portfolio of OneStream client engagements, driving delivery quality and client satisfaction across multiple workstreams. You will manage delivery risk, align with practice leadership on status and economics, and guide teams to maintain healthy margins.

The role emphasizes collaboration across technical, functional, and executive teams to deliver integrated Finance Transformation solutions, mentoring consultants and expanding account