Remote Strategic CSM for Finance SaaS

OneStream; Carson City (NV); 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 is hiring a Customer Success Manager to guide a broad portfolio of SaaS customers, focusing on adoption, expansion, retention, and renewal. You will act as a strategic partner, leveraging data insights and AI-powered capabilities to deliver measurable business outcomes.

The role operates within a digital-first engagement model, with occasional in-person interactions across the West Region. You will collaborate with cross-functional teams to escalate and resolve risks while driving

Qualifications

• Minimum of 5 years overall experience.
• At least 3 years in a Customer Success role within a SaaS company.
• Knowledge of finance processes and strong relationship management skills.

Responsibilities

• Own and manage a portfolio of customers focused on adoption, expansion, retention, and renewal.
• Lead business reviews and align with regional leadership on metrics.
• Collaborate with sales, delivery, and support teams to maximize customer value.

Skills

Customer success

Relationship management

Communication skills

Education

Bachelor's degree in Business/Finance

Tools

OneStream CPM

Job description

OneStream is hiring a Customer Success Manager to guide a broad portfolio of SaaS customers, focusing on adoption, expansion, retention, and renewal. You will act as a strategic partner, leveraging data insights and AI-powered capabilities to deliver measurable business outcomes.

The role operates within a digital-first engagement model, with occasional in-person interactions across the West Region. You will collaborate with cross-functional teams to escalate and resolve risks while driving