Strategic CSM – Digital-First SaaS

OneStream; Provo (UT); Remote; USD 95,000 - 123,000; Full time

Benefits offered by this job

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

Job summary

OneStream is seeking a Customer Success Manager in the United States to manage a broad portfolio of customers, drive adoption, retention, and growth. You will act as a strategic partner, leveraging data insights and AI-enabled capabilities to deliver measurable outcomes and advocate for customers.

Success comes from scalable, digital-first engagement, cross-functional collaboration, and proactive risk management across a large book of business.

Qualifications

• Minimum of 5 years overall experience.
• At least 3 years in a Customer Success role within a SaaS technology company.
• Experience managing customer portfolios and achieving outcomes through digital engagement.

Responsibilities

• Manage a portfolio of customers and drive adoption, expansion, retention, and renewal.
• Partner with sales for transitions and align with delivery teams on strategy and plans.
• Lead business reviews and monitor regional metrics to ensure customer success.

Skills

Portfolio management

Digital engagement

Data insights

Cross-functional collaboration

Education

Business/Accounting/Finance/IT degree

Tools

OneStream

Job description

OneStream is seeking a Customer Success Manager in the United States to manage a broad portfolio of customers, drive adoption, retention, and growth. You will act as a strategic partner, leveraging data insights and AI-enabled capabilities to deliver measurable outcomes and advocate for customers.

Success comes from scalable, digital-first engagement, cross-functional collaboration, and proactive risk management across a large book of business.