Senior Solution Consultant (POC Architecture Team - AI Focus)

Work at OneStream; United States; Remote; USD 175,000 - 188,000; Full time

Benefits offered by this job

Vision

Medical

Life

Dental

401K

Job summary

OneStream is seeking a Senior Solution Consultant for its POC Architecture Team focused on AI. Based in the US/Canada, this role is remote and engages in designing POCs, applying AI to CPM solutions, and guiding stakeholders through technical and business questions during pre-sales.

You will collaborate with Demo Development, Field Sales, Product Management, and Engineering to translate findings into product improvements, build scalable assets, and accelerate the sales cycle.

Qualifications

• Bachelor’s degree or equivalent experience in a relevant field.
• Experience with AI solutions and public LLMs to develop systems for process improvements.
• Experience designing, building, and deploying applications.
• 3+ years of CPM industry experience in technical presales or related roles.
• Strong UX/visualization, data transformation, and financial modeling capabilities.

Responsibilities

• Designing and delivering POCs that address complex business requirements and highlight OneStream's strengths.
• Utilizing AI solutions to accelerate the sales cycle and drive internal workflow efficiencies.
• Serving as the functional and technical expert throughout the sales cycle.
• Collaborating with Demo Development, Field Sales, Product Management, and Product Engineering.
• Translating POC findings into actionable insights for product roadmap and engineering.
• Enhancing and scaling technical assets for high-quality POC projects.

Skills

CPM

AI/ML

Pre-sales

UX Visualization

Data Transformation

Desktop/SaaS apps

Education

Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or related field

Tools

Claude

Public LLMs

Job description

Senior Solution Consultant (POC Architecture Team - AI Focus)

Location: Remote, USA

Employment Type: Full-Time

Benefits Offered: Vision, Medical, Life, Dental, 401K

Gross Annual Base Salary: USD 175,000 -187,500

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

Summary

A Senior Solution Consultant for OneStream's Proof-of-Concept (\"POC\") Team operates within the pre-sales phase of the sales cycle, and will be deeply versed in Corporate Performance Management (\"CPM\") solutions, AI, and related technologies, leveraging this expertise to solve complex customer problems and deliver compelling solutions for prospects and customers. The role will lead the design and building of tailored OneStream solutions for specific business issues. Additionally, the ideal candidate will have experience working with and deploying solutions on leading AI platforms and related technologies to drive effectiveness across all aspects of the team's workflows - from solution delivery to day-to-day efficiency.

Please note, the ideal candidate is located within the US or Canada.

Primary Duties and Responsibilities

• Designing and delivering POCs that address complex business. requirements and highlight OneStream's strengths against competing platforms.
• Utilizing AI solutionsto accelerate OneStream's salescycle anddrive internal workflow efficiencies.
• Serving as the functional and technical expert for OneStream's go-to-market team throughout the sales cycle.
• Building strong relationships across key OneStream teams to support POC success and foster professional growth, including Demo Development, Field Sales, Sales Enablement, Product Management, and Product Engineering.
• Translating POC findings and prospect feedback into actionable insights for Product Management and Engineering, directly shaping OneStream's product roadmap.
• Continually enhancing and scaling technical assets to ensure high-quality and efficient POC projects.

Required Education and Experience

• Bachelor’s degree in Computer Science, Technology, Accounting, Finance, or related field (or equivalent experience).
• Experience with AI solutionslike Claude Cowork, Code, or other public LLMs to develop systems for process improvements.
• Familiaritywith writing LLM skillfilesforworkflowefficiency or outputapplication tools/interfaces.
• 3+ years of CPM industry experience in technical presales, consulting, or related roles.
• 3+ years of experience designing, building, and deploying applications.
• Experience and strong interest in UX/visualization design, data transformation, and developing desktop/SaaS applications. Examples include writing functions, macros, and scripts to minimize manual tasks.
• A continuous growth mindset to learn OneStream, AI, and related data management technologies.
• Knowledge of core CPM concepts like Consolidations, Planning, Reporting, Data Integration, and event-driven Visualizations.
• Experience with consultative discussions to identify a prospect’s business issues and craft the right solution.
• Versed and experienced with data analytics or financial modeling.

Preferred Education and Experience

• Previous experience as a CPM Administrator, Services Consultant, or Pre-Sales Solution Consultant.
• Web application development with modern JavaScript frameworks (Angular, React, or Vue), including integration with backend databases.
• Familiarity or experience with the VB.net and C#.net programming languages, Visual Basic, SQL Server, XML, and VBA in Excel.
• Exposure to Finance/Accounting projects or concepts.

Knowledge, Skills, and Abilities

• Familiarity with OneStream or similar CPM platforms and related technologies.
• Understands the applicability of AI in the CPM market and strives to learn modern technologies to solve business problems.
• Solid knowledge of database management (including SQL scripts and functions), Excel functions, XML structures, and financial modeling.
• Capable of leading technical discussions and simplifying advanced technology concepts for all stakeholders.
• Detail-oriented and goal-focused.
• Effective communication and interpersonal skills for engaging with diverse stakeholders.
• Ability to manage multiple deliverables in a demanding environment with tight deadlines.
• Self-directed and proactive.
• Works effectively in a collaborative team setting.
• A competitive mindset within a sales environment.
• Comfortable interacting with senior stakeholders.

Travel

• Ability to travel as required for internal and external meetings, which will be approximately 5-6 times per year.

Who We Are

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the AI operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit www.onestream.com.

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

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.

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