Senior Customer Success Manager (Central Region)

OneStream, Inc.; Northern (KY); Hybrid; USD 114,000 - 148,000; Full time

Benefits offered by this job

Excellent Medical Plan

Paid Holidays

Professional Development

Job summary

OneStream Software LLC is looking for a Senior Customer Success Manager for the Central Region. This role is remote and will oversee customer success from onboarding to ongoing engagement, ensuring customers achieve their goals.

The ideal candidate will have a minimum of 8 years of professional experience, with at least 5 years as a Customer Success Manager in a SaaS or technology company. Competitive benefits and a salary range of $114,000-148,000 are offered.

Qualifications

• Minimum 8 years of professional experience.
• Proven ability to keep customers focused on desired business outcomes.
• Experience with Corporate Performance Management (CPM) is preferred.

Responsibilities

• Partner with sales to complete the sales transition process.
• Own customer adoption, satisfaction, and renewal.
• Manage and execute the customer onboarding process.

Skills

Customer focus

Communication skills

Problem-solving

Organizational skills

Education

Degree in Business, Accounting, Finance, IT or related field

At least 5 years as a Customer Success Manager in a SaaS or technology company

Tools

OneStream

Oracle EPM suite

SAP BPC

IBM Cognos

Anaplan

Job description

Senior Customer Success Manager (Central Region)

Location: Remote, USA

Employment Type: Full-Time

Gross annual base salary: USD 114,000-148,000

Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.

Summary

OneStream is redefining the future of finance, aiming to be the operating system for modern finance. The Senior Customer Success Manager (SCSM) oversees customer success from onboarding through ongoing engagement, retention, and growth, ensuring customers achieve their goals and become referenceable success stories.

Primary Duties and Responsibilities

• Partner with sales and CSMs to complete a comprehensive sales transition process
• Act as a seasoned business partner, understanding each customer’s strategy and plan
• Own customer adoption, expansion, satisfaction, and renewal
• Understand customer contractual agreements and delivery scope, timeline, and staffing
• Manage and execute the customer onboarding process
• Develop strong relationships with customers and their delivery teams
• Establish and conduct cadence-based “Business Review” meetings
• Support the Region CS Director with monthly health check meetings and renewal management
• Identify and mitigate risks to customer satisfaction, growth, or renewal
• Align with Customer Success Leadership on regional metrics
• Deepen knowledge of OneStream’s Platform and Marketplace Solutions and share insights
• Promote awareness of Regional OneStream Communities and educational events
• Keep management informed of portfolio progress and obstacles
• Assist Sales in account planning sessions

Customer Advocacy

• Understand customer values and partnership goals
• Listen actively and help customers maximize value from OneStream
• Serve as escalation point for customer requests, issues, and escalations
• Champion customer requests by collaborating with multiple OneStream departments
• Act as a respectful challenger to manage expectations and ensure long-term retention

Supervisor Responsibilities

• Develop annual goals with your CSMs
• Regularly mentor and coach CSMs through established cadences

Required Education and Experience

• Minimum 8 years of professional experience
• At least 5 years as a Customer Success Manager in a SaaS or technology company
• Proven ability to keep customers focused on desired business outcomes
• Conceptual understanding of finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting

Preferred Education and Experience

• Degree in Business, Accounting, Finance, IT, or related field
• Corporate Performance Management (CPM) experience
• Customer and account management experience
• Management or technology consulting experience
• Experience with CPM software such as OneStream, Oracle EPM suite, SAP BPC, IBM Cognos, Anaplan, or other solutions

Knowledge, Skills, and Abilities

• Team player with a bias toward action
• Excellent interpersonal, verbal, and written communication skills
• Professional relationship building and collaboration skills
• Strong problem-solving abilities in a collaborative environment
• Excellent organizational and planning skills
• Highly self‑motivated and directed
• Exceptional customer service orientation
• Independent judgment and high stress tolerance

Travel

Willing and able to travel up to 50% as required by customer and job needs.

Benefits

• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan

All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship. OneStream is an Equal Opportunity Employer.