Remote Strategic Customer Success Manager (SaaS Finance)

OneStream; North Dakota; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Plan

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Holidays

Retirement Plan

Job summary

OneStream is seeking a Commercial Customer Success Manager to guide a broad portfolio of customers through onboarding, adoption, value realization, expansion, renewal, and long-term success in a digital-first model.

You will leverage data-driven insights, AI-powered capabilities, and scalable engagement to drive retention, growth, and advocacy, while partnering with sales and delivery teams. Expect regional collaboration and occasional on-site support.

Qualifications

• Customer Success Expertise: At least 3 years in a Customer Success role within a SaaS technology company.
• Customer Outcome Management: Demonstrated ability to keep customers focused on achieving their desired business outcomes throughout their initiatives.
• Relationship Management: Proven experience in building and managing strong customer relationships.
• Finance Process Knowledge: Conceptual understanding of key finance processes.
• Degree in Business, Accounting, Finance, Information Technology, or a related field.

Responsibilities

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

Job description

OneStream is seeking a Commercial Customer Success Manager to guide a broad portfolio of customers through onboarding, adoption, value realization, expansion, renewal, and long-term success in a digital-first model.

You will leverage data-driven insights, AI-powered capabilities, and scalable engagement to drive retention, growth, and advocacy, while partnering with sales and delivery teams. Expect regional collaboration and occasional on-site support.