Senior Customer Success Manager (Georgia)

OneStream; United States; On-site; USD 114,000 - 148,000; 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 seeking a Senior Customer Success Manager for the Georgia region (Atlanta preferred). You will own a portfolio of 30–35 enterprise accounts, driving adoption, growth, and renewals while aligning with regional sales and leadership.

Rely on a customer-centric approach, strong communication, and collaboration with multiple departments to deliver outcomes and value from OneStream’s platform. Travel up to 50% is required.

Qualifications

• Minimum 8 years of professional experience.
• At least 5 years in a Customer Success Manager position within a SaaS or technology company.
• Proven ability to drive customer outcomes and value realization.
• Strong understanding of finance processes: Close, Planning, Budgeting, Forecasting, Reporting.

Responsibilities

• Manage a portfolio of 30–35 primarily enterprise accounts with ARR $5M–$15M.
• Advocate for customers and deliver tailored solutions to maximize OneStream value.
• Drive adoption, expansion, renewal and upsell opportunities in collaboration with Sales.
• Coordinate onboarding, business reviews, and regional health check meetings.
• Identify risks and work with regional teams to mitigate them and protect renewals.

Skills

Customer relationship management

Strategic account management

Communication

Problem solving

Travel up to 50%

Education

Bachelor's degree in Business, Finance, IT or related field

Job description

Senior Customer Success Manager (Georgia)

United States

At OneStream, we're on a mission to empower every Finance organization and professional to exceed their potential. Our global teams span continents, cultures, and time zones, united by a shared purpose as we build the operating system for modern Finance and help organizations move with greater speed, clarity, and confidence.

That mission comes to life through our people. Behind every innovation, customer success, and milestone are talented people working together to make a difference. That's why we're looking for people who are bold enough to think big, authentic in how they lead and collaborate, curious about what's possible, and committed to delivering results.

Want a closer look before you apply? Explore our Careers site to learn more about our people, culture, and benefits.

Summary

The Senior Customer Success Manager (SCSM) plays a pivotal role in ensuring that customers achieve their goals and become referenceable success stories. This individual manages a portfolio of customers, supporting them throughout their journey—from onboarding through to ongoing engagement, retention, and growth.

Serving as the primary advocate for customers, the Senior CSM is responsible for understanding each organisation’s unique business objectives and helping them maximise the value of their OneStream investment. The role involves building strong relationships with key stakeholders, proactively addressing needs, and delivering tailored solutions to enhance customer satisfaction. Collaboration with the sales team is essential to identify upselling and cross-selling opportunities, thereby unlocking the full potential of OneStream’s capabilities. Success in this role requires a customer-centric mindset, excellent communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in a Customer Success role is required.

This role will manage a portfolio of approximately 30–35 mainly enterprise accounts, with a combined ARR of $5M–$15M.

Georgia, with a preference for Atlanta.

The Successful Candidate will bebased within this region, as regional proximity helps to:

• Enable meaningful executive and customer engagement when needed
• Support strong understanding of the regional commercial landscape
• Strengthen alignment with Commercial Sales teams
• Maintain sustained focus on delivering scalable customer success outcomes across the region

Primary Duties and Responsibilities

Managing your portfolio of customers

• Partner with sales and your CSM’s to complete a comprehensive sales transition process.
• Operate as a seasoned 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 relationship with your customer and their delivery team.
• Establish and execute cadence-based “Business Review” meetings with your customer.
• Support your Region CS Director in conducting monthly Region Health Check meetings with the regional sales team.
• Work with your Regional CS Director to proactively manage the regions portfolio of renewals, expansions, and conversions to SaaS.
• 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.
• Support Sales in the Customer Account Planning sessions.

Customer Advocacy

• Understand what your customer’s values in their partnership with OneStream now and in the future.
• Actively listen to customers and help them understand how they can get the most value from their investment in OneStream.
• Be a point of escalation for your CSM’s customer requests, issues, and escalations.
• Champion your customer’s requests by collaborating with the Customer, their delivery team and various OneStream departments (Customer Support, Cloud, Technical SME’s, Product Mgmt. etc.).
• When necessary, be the respectful challenger to set and manage customer expectations, ensuring customer retention creating a life-long customer.

Supervisor Responsibilities

• Work with your CSM’s to develop their annual goals.
• Establish a regular cadence with your CSM’s to listen, mentor and as needed provide coaching.

Required Education and Experience

• A minimum of 8 years of professional experience.
• At least 5 years of experience in Customer Success Manager position within a SaaS or Technology related company.
• Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives.
• Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting.

Preferred Education and Experience

• Degree in Business, Accounting, Finance, Information Technology or related field.
• Corporate Performance Management (CPM) experience.
• Customer and account management experience.
• Management consulting/technology consulting experience.
• Prior experience with any of the following CPM Software products:
• o OneStream.
• o Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.).
• o SAP BPC (Outlooksoft), SAP BOFC (Cartesis).
• o IBM Cognos.
• o Anaplan.
• o Or other CPM solutions.

Knowledge, Skills, and Abilities

• A team player with a bias towards action.
• Excellent interpersonal and communication skills.
• Professional verbal and written communication skills.
• Professional relationship building skills.
• Strong ability to problem-solve in a collaborative environment.
• Strong organizational and planning skills.
• Highly self-motivated and directed.
• Keen attention to detail.
• Proven analytical, evaluative, and problem-solving abilities.
• Exceptional customer service orientation.
• Must be able to exercise independent judgment and solve problems.
• High stress tolerance.

Travel

Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).

Why Join The OneStream Team

• Transparency around corporate structure, salary, and benefits
• Core value of customer success
• Variety of project work (not industry-specific)
• Strong culture and camaraderie
• Multiple training opportunities

Benefits at OneStream

OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:

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

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

Gross annual base salary

$114,000 - $148,000 USD

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

OneStream Software is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race,color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable local laws, regulations, and ordinances.

OneStream may use the personal information you provide to process your application and contact you,in accordance withapplicable privacy laws such as the CCAA and GDPR. For more information about how we handle your personal information, please review OneStream's Privacy Policy .

Emails about job opportunities at OneStream are only sent by employees with an @onestreamsoftware.com email address. Reach out to your contact at OneStream if you suspect a phishingscam.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in OneStream’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

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An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.