Senior Digital-First CSM (Remote) for SaaS Growth

OneStream; Helena (MT); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Short & Long Term Disability

Paid Holidays

Retirement Plan

Job summary

OneStream is seeking a Commercial Customer Success Manager to guide a broad portfolio of customers from onboarding through renewal, using data-driven insights and a consultative approach to deliver measurable value. You will partner with sales, drive adoption, and foster retention across a scalable, digital-first engagement model.

Ideal candidates will have 3+ years in SaaS customer success, strong relationship skills with senior finance stakeholders, and CPM knowledge, with travel as needed

Qualifications

• At least 3 years in a Customer Success role within a SaaS technology company.
• Experience keeping customers focused on achieving business outcomes.
• Experience engaging with senior Finance decision-makers (CFOs).
• Knowledge of Corporate Performance Management (CPM) tools and solutions.
• Experience collaborating with cross-functional teams (Sales, Delivery, Support, Product).

Responsibilities

• Own the journey from onboarding to value realization, expansion, renewal, and ongoing success.
• Build strong relationships with customers and stakeholders to ensure adoption and retention.
• Work with regional leadership to drive strategic outcomes and align on metrics.
• Manage a portfolio of customers with digital engagement, maximizing efficiency and impact.
• Identify risks and provide proactive guidance to maintain satisfaction and growth.
• Collaborate with Sales to enable a smooth transition and expansion opportunities.

Skills

Customer success

Relationship management

Strategic advisory

Data-driven insights

Education

Bachelor's degree in Business/Finance/IT

Tools

CRM software

Job description

OneStream is seeking a Commercial Customer Success Manager to guide a broad portfolio of customers from onboarding through renewal, using data-driven insights and a consultative approach to deliver measurable value. You will partner with sales, drive adoption, and foster retention across a scalable, digital-first engagement model.

Ideal candidates will have 3+ years in SaaS customer success, strong relationship skills with senior finance stakeholders, and CPM knowledge, with travel as needed