Customer Success Manager
Quick Summary
Minimum of 5 years overall. Customer Success Expertise: At least 3 years in a Customer Success role within a SaaS technology company,
Must be willing and able to travel up to 50% (travel requirements will vary by customer).
What We Offer
~1 min read
Responsibilities
~1 min read- →Professional Experience: Minimum of 5 years overall.
- →Customer Success Expertise: At least 3 years in a Customer Success role within a SaaS technology company, supporting solutions primarily used by Finance or IT departments and engaging with senior decision-makers such as CFOs, CIOs, or CISOs.
- →Customer Outcome Management: Demonstrated ability to keep customers focused on achieving their desired business outcomes throughout their initiatives.
- →Relationship Management: Proven experience in building and managing strong customer relationships.
- →Finance Process Knowledge: Conceptual understanding of key finance processes
Nice to Have
~2 min read- Education: Degree in Business, Accounting, Finance, Information Technology, or a related field.
- Relationship Management: Proven experience in building and managing strong customer relationships.
- Consulting Background: Experience in management consulting or technology consulting.
- Corporate Performance Management (CPM): Hands-on experience as a Customer Success Manager or in a customer facing position.
- CPM Software Expertise: Prior experience with one or more of the following: OneStream, Oracle EPM Suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.), SAP BPC (Outlooksoft), SAP BOFC (Cartesis),IBM Cognos, Anaplan Other CPM solutions
Knowledge, Skills, and Abilities
• A team player with a bias towards action.
• Excellent interpersonal and communication skills.
• Professional verbal and written communication skills.
• Professional relationship building skills.
• Strong ability to problem-solve in a collaborative environment.
• Strong organizational and planning skills.
• Highly self-motivated and directed.
• Keen attention to detail.
• Proven analytical, evaluative, and problem-solving abilities.
• Exceptional customer service orientation.
• Ability to operate in a demanding environment managing simultaneous priorities.
Travel
Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).
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 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
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.
#LI-KT1 #LI-Remote
Location & Eligibility
Listing Details
- Posted
- August 20, 2026
- First seen
- September 26, 2026
- Last seen
- September 26, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 13%
- Scored at
- September 26, 2026
Signal breakdown
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