Remote Strategic SaaS CSM – Finance Platform
OneStream
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Descrizione del lavoro
OneStream is seeking a Commercial Customer Success Manager to help customers maximize value from OneStream investments. You will act as a strategic advisor, guiding onboarding, adoption, value realization, expansions, renewals, and advocacy across a large portfolio in a digital-first model.
Responsibilities include data-driven health, structured success programs, and proactive outreach to drive adoption, retention, and growth at scale.
Competenze
- Minimum of 5 years of professional experience.
- At least 3 years in a Customer Success role within a SaaS technology company.
- Strong ability to manage customer outcomes and relationships.
- Knowledge of finance processes and CPM systems is valued.
Mansioni
- Partner with sales to complete a comprehensive sales transition process.
- Operate as a business partner to the customer and delivery team.
- Own and drive customer adoption, expansion, satisfaction, and renewal.
- Understand customer contracts (Cloud/SaaS, Term, etc.).
- Manage onboarding processes and establish customer relationships.
- Lead cadence-based Business Review meetings with customers.
- Identify and mitigate risks threatening satisfaction, growth, or renewal.
Conoscenze
Formazione
Strumenti
Descrizione del lavoro
OneStream is seeking a Commercial Customer Success Manager to help customers maximize value from OneStream investments. You will act as a strategic advisor, guiding onboarding, adoption, value realization, expansions, renewals, and advocacy across a large portfolio in a digital-first model.
Responsibilities include data-driven health, structured success programs, and proactive outreach to drive adoption, retention, and growth at scale.
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