Strategic CSM - Digital-First SaaS (Finance Focus) - Remote

OneStream; Sacramento (CA); On-site; 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 to help a broad portfolio of customers achieve their financial objectives with the OneStream platform. You’ll act as a strategic advisor, guiding onboarding, adoption, and renewal while building trusted relationships with key stakeholders across mid-market to growth accounts.

Success comes from combining data-driven insights, AI-enabled capabilities, and scalable, humane engagement. Travel may be required, and you’ll report to the West Region team.

Qualifications

• Minimum of 5 years overall experience.
• At least 3 years in a Customer Success role within a SaaS technology company.
• Proven experience in building and managing strong customer relationships.
• Conceptual understanding of key finance processes.
• Travel ability to travel as needed.

Responsibilities

• Own driving adoption, expansion, satisfaction, and renewal.
• Develop and run Business Review meetings with your customer.
• Partner with sales to complete a seamless sales transition.
• Manage onboarding and ongoing value realization for customers.
• Collaborate with cross-functional teams to ensure customer outcomes.

Skills

Customer success

Relationship mgmt

Communication

Finance knowledge

Education

Business/Finance degree

Job description

OneStream is seeking a Customer Success Manager to help a broad portfolio of customers achieve their financial objectives with the OneStream platform. You’ll act as a strategic advisor, guiding onboarding, adoption, and renewal while building trusted relationships with key stakeholders across mid-market to growth accounts.

Success comes from combining data-driven insights, AI-enabled capabilities, and scalable, humane engagement. Travel may be required, and you’ll report to the West Region team.