Strategic SaaS CSM for Finance

OneStream; Salem (OR); Remote; USD 95,000 - 123,000; Full time

Benefits offered by this job

Excellent Medical Plan

Dental & Vision Insurance

Life Insurance

Disability Insurance

Vacation Time

Paid Holidays

Professional Development

Retirement Plan

Job summary

OneStream is seeking a Customer Success Manager to lead a portfolio of high‑value customers in a digital‑first environment. You will drive adoption, value realization, and renewal while partnering with sales and cross‑functional teams to ensure success across regions.

You will engage with finance executives and delivery teams, leveraging data‑driven insights and AI capabilities to scale customer success and advocacy across a growing portfolio.

Qualifications

• 5+ years overall professional experience.
• 3+ years in a SaaS Customer Success role.
• Proven ability to drive customer outcomes and renewals.
• Strong relationship management with senior stakeholders.
• Understanding of finance processes or CPM tools is a plus.

Responsibilities

• Manage a portfolio of customers primarily via digital engagement.
• Partner withSales to ensure smooth transitions and adoption.
• Own adoption, expansion, retention, and renewal for your customers.
• Conduct regular business reviews and identify risks to customer success.
• Collaborate with cross‑functional teams (Support, Cloud, Product) to deliver value.

Skills

Customer success management

SaaS familiarity

Relationship management

Communication skills

Analytical thinking

Organizational skills

Travel flexibility

Education

Bachelor's degree in Business, Accounting, Finance, Information Technology, or related field

Job description

OneStream is seeking a Customer Success Manager to lead a portfolio of high‑value customers in a digital‑first environment. You will drive adoption, value realization, and renewal while partnering with sales and cross‑functional teams to ensure success across regions.

You will engage with finance executives and delivery teams, leveraging data‑driven insights and AI capabilities to scale customer success and advocacy across a growing portfolio.