Customer Success Manager - Commercial Accounts (West Region)

3 hours, 35 minutes ago
Full-time
Senior
Customer and Technical Support
OneStream Software

OneStream Software

OneStream Software offers a modern corporate performance management platform that simplifies financial operations and provides unified solutions for planning, reporting, and analytics.

Internet Software & Services
1001-5000
$700M raised

Description

  • Manage a portfolio of approximately 80 customers through scalable, digital-first success programs and virtual engagement.
  • Partner with Sales to transition customers and lead onboarding activities.
  • Own customer adoption, satisfaction, expansion, retention, and renewal outcomes.
  • Develop trusted relationships with customer stakeholders and delivery teams and understand their strategies, contracts, and implementation plans.
  • Conduct cadence-based business reviews and use customer health data to deliver proactive outreach.
  • Identify and mitigate risks to customer satisfaction, growth, and renewal.
  • Advocate for customer needs across Support, Cloud, technical SMEs, Product Management, and other OneStream teams.
  • Guide customers in maximizing value from the OneStream platform and Marketplace solutions.
  • Promote customer education events and regional OneStream communities.
  • Report portfolio progress, obstacles, and regional metrics to leadership.

Requirements

  • Minimum of 5 years of overall professional experience.
  • At least 3 years of Customer Success experience in a SaaS technology company.
  • Experience managing commercial, mid-market, or growth-stage customer portfolios through digital or virtual engagement models.
  • Demonstrated ability to drive customer business outcomes, adoption, retention, expansion, and advocacy.
  • Experience building and managing strong customer relationships.
  • Conceptual understanding of key finance processes.
  • Ability to use customer success technology, data insights, automation, and structured programs to manage a large book of business.
  • Excellent written, verbal, interpersonal, organizational, analytical, and collaborative problem-solving skills.
  • Must reside in AK, AZ, CA, CO, HI, ID, MT, NV, NM, ND, OR, SD, UT, WA, or WY and be able to travel as needed.
  • Legally authorized to work in the country where the position is located without sponsorship.
  • Degree in Business, Accounting, Finance, Information Technology, or a related field (preferred).
  • Experience engaging senior finance or IT decision-makers, consulting experience, or CPM software experience such as OneStream, Oracle EPM, SAP BPC, IBM Cognos, or Anaplan (preferred).

Benefits

  • Base salary of $95,000–$123,000 USD, with additional variable compensation and benefits as applicable.
  • Medical, dental, and vision insurance.
  • Life insurance and short- and long-term disability coverage.
  • Vacation time and paid holidays.
  • Retirement plan.
  • Professional development and multiple training opportunities.
  • Remote, digital-first work environment with occasional travel.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Senior Customer Success Manager, Life Sciences

Tulip Interfaces 201-500 Industrial Conglomerates

Tulip is seeking a Customer Success professional to help Life Sciences manufacturers across EMEA adopt its AI-native operations platform, achieve measurable operational impact, and grow long-term customer partnerships.

6 hours, 20 minutes ago

Senior Customer Success Manager, Enterprise

Enable 501-1000 Internet Software & Services

Enable is hiring a Senior Customer Success Manager, Enterprise to help strategic and enterprise customers maximize value from its AI-powered pricing and rebate platform, driving adoption, retention, and account growth.

6 hours, 20 minutes ago

Customer Success Manager - Commercial Real Estate

SwiftConnect 51-200 Software Development

SwiftConnect is hiring a Customer Success Manager to grow and retain commercial real estate owner accounts, expand connected-access adoption, and deliver seamless tenant credentialing experiences across property portfolios.

Salesforce
6 hours, 20 minutes ago

Customer Success Director

Lever 201-500 Professional Services

Univeris is seeking a Client Success Director based in Mexico City to grow and manage wealth management client relationships, expand account revenue, and represent the company in the Mexican market.

6 hours, 20 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers