OneStream Software

• Work with new Silver partners, and others upon request, to jointly deliver successful implementations of OneStream including, but not limited to: Engage with partner prior to project kick-off to agree upon roles and responsibilities. • Assist partner to prepare for design workshops after debriefing on documented requirements. • Co-lead customer design sessions with partner, and coach partner on preparation of design documentation. • Perform guidance to partner on design throughout build phase and help to establish roll-out plans. • Provide technical expertise and architectural guidance during critical project milestones. • Communicate personal and project status to OneStream, partner, and customer management. • Perform the following services to partners and customers upon request through ServiceNow: Provide design document reviews with written recommendations, noting any design or performance concerns. • Provide app health checks to customers with written recommendations, noting any build or performance concerns. • Assist partners with ad hoc design/technical guidance or project scoping. • Perform support for small-sized projects to partners and customers. • Work with Product Development/Management testing of new functionality, upon request. • Participate and present in webinars and annual Splash and Wave conferences, upon request. • Provide global domain expertise to junior members within cross-department subject matter expert groups. • Mentor and develop staff through coaching, teamwork, self-directed learning, and mentoring. • Actively promote to peers about OneStream’s engagement methodology, core values, attitudes, business ethics, etc. • Provide subject matter expertise to peers and other individuals in cross-departmental groups.

• Manages all aspects of engagement economics and coordination with other service lines within OneStream to deliver effective customer relationship management of multiple accounts, driving engagements to successful conclusion and positioning OneStream for additional future opportunities. • Provides full scope project management and ensures effective initiation, planning, execution, control, and closure. • Develops and maintains project plans and schedules that enable effective management of the constraints of scope, quality, time, and budget. • Regularly communicate progress, issues and risks to the client and internal stakeholders. • Leverages OneStream's engagement methodology and serves as a focal point for partner-led projects while maintaining effective and collaborative relationships with associated third-party partners and vendors. • Establishes, builds, and maintains relationships with practice directors, regional sales directors, and clients to facilitate consulting service and software license sales. • Supports and participates in local sales pipeline filling events.

Role Description As a Senior AI Consultant at OneStream, you will play a critical role in the delivery and scaling of OneStream’s artificial intelligence and machine learning offerings. In addition to the primary objectives of supporting and leading the implementation of these solutions for OneStream customers, you will also have the opportunity to expand your impact across several other functions, such as: - Supporting customer prospecting - Demo development - Solution enhancements - Enablement within and external to OneStream - Documentation Primary Duties and Responsibilities: - Collaborating with clients and assessing their business goals to formulate AI strategies. - Enabling, designing, and leading on client integrations of technologies into their business processes. - Supporting the overall OneStream AI initiative through support of peripheral functions. - Data pipeline creation utilizing C#, SQL, and Python programming languages. - Presenting on product features, future direction, and overall OS AI solution functionality. - Acting as the AI SME for processes and developments in sales cycles and marketing events. Qualifications - Bachelor's degree in computer science, data science, or relevant combination of education and experience. - 0-1 years of industry experience in business intelligence, applied machine learning, and analytics. - 3 years of software implementation consulting experience, with a preference in leading software implementations. - Familiarity with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.). - Proficiency in SQL. - Proficiency in Microsoft Excel. - Data Visualization via OneStream, Microsoft Excel, Power BI, Tableau, Qlik Sense, etc. - Moderate exposure to C# and/or Python. Requirements - Introductory experience with corporate, enterprise, or financial planning, consolidation, and management systems (OneStream, Hyperion Financial Management, SAP, etc.). Knowledge, Skills, and Abilities - Ability to clearly translate complex concepts and apply them to modern business. - Ability to clearly define and logically resolve complex problems. - Strong organization skills to lead and deliver complex projects on schedule with advising support. - Ability to multi-task and prioritize ongoing activities based on importance. - Comfortable speaking and leading presentations in front of audiences and corporate leadership with advising support. - Quick learner who can understand and self-teach new technologies. - Growing leadership capabilities within a project setting. Travel - Willingness to travel up to 20%, depending on customer needs and geography. Benefits - Excellent Medical Plan. - Dental & Vision Insurance. - Life Insurance. - Short & Long Term Disability. - Vacation Time. - Paid Holidays. - Professional Development. - Retirement Plan.

• Shorten the sales cycle by presenting flawless standard and custom product demos to mid- and C-level executives in the Office of Finance. • Assist prospective clients and customers, ensuring satisfaction with minimal supervision. • Serve as a resource for less experienced Sales Consultants, Sales Development, and Sales Representatives; contribute to team knowledge sharing. • Transform complex customer challenges into compelling Proof-of-Concept presentations. • Create and present high-quality OneStream demonstrations showcasing advanced product features, benefits, and future direction. • Identify optimal solutions for customer needs and articulate OneStream’s overall value proposition. • Ensure standard demo environments and materials are current, accurate, and impactful. • Deliver clear, persuasive presentations and foster trust with stakeholders.

• Perform manual and automated application security testing • Conduct code analysis to assess and ensure the security of application code • Evaluate the software development lifecycle to identify opportunities to strengthen application and supply chain security • Partner with Development and Engineering teams to embed security • Document, communicate, and report security findings and risks identified during testing activities • Perform penetration testing against OneStream assets • Provide secure design and secure coding guidance to engineering teams

• Act as the primary point of contact for implementation partners, ensuring the partner has the necessary resources and both technical and functional support. • Own regular partner status calls to discuss partner project delivery status and delivery concerns. • Build and maintain strong relationships with partners to drive success of OneStream implementations and partner success. • Provide guidance on overall partner health and future planning with the partner. • Monitor and support partner led implementations to ensure adherence to project delivery and partner success. • Review projects plans and provide recommendations to project timelines and go-live success. • Identify opportunities to improve partner processes and develop strategies to improve efficiency.

• Set the marketing technology and AI strategy for marketing • Define and lead the AI and marketing technology vision, establishing a multi-year roadmap that modernizes marketing capabilities and enables faster execution of strategy. • Evaluate emerging marketing technologies and AI platforms that provide competitive advantage across demand generation, digital engagement, analytics, and marketing intelligence. • Establish governance and best practices for evaluating, selecting, and implementing marketing technologies that deliver measurable business impact. • Serve as a strategic advisor to marketing leadership on the evolving role of AI, automation, and data intelligence in modern marketing. • Oversee the digital platforms supporting buyer journeys • Lead the technical strategy and infrastructure for the company’s web properties, ensuring the platform, integrations, and supporting systems enable a high-performing digital buyer journey. • Ensure the web and marketing infrastructure supports performance, scalability, security, and global digital experience requirements as the business grows. • Partner closely with Digital and Web leadership to ensure the technical foundation of the website enables modern digital engagement, personalization, experimentation, and conversion optimization. • Architect and maintain a simplified, scalable marketing technology ecosystem that eliminates unnecessary complexity and enables seamless collaboration across marketing functions.

Role Description The Senior Customer Success Manager (SCSM) plays a pivotal role in ensuring that customers achieve their goals and become referenceable success stories. This individual manages a portfolio of customers, supporting them throughout their journey—from onboarding through to ongoing engagement, retention, and growth. - Serve as the primary advocate for customers, understanding each organisation’s unique business objectives. - Help customers maximise the value of their OneStream investment. - Build strong relationships with key stakeholders. - Proactively address customer needs and deliver tailored solutions to enhance satisfaction. - Collaborate with the sales team to identify upselling and cross-selling opportunities. - Manage a portfolio of approximately 30–35 mainly enterprise accounts, with a combined ARR of $5M–$15M. - Support customers and sales partners across Georgia, with a preference for Atlanta. Qualifications - A minimum of 8 years of professional experience. - At least 5 years of experience in a Customer Success Manager position within a SaaS or Technology related company. - Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives. - Conceptual understanding of finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting. Requirements - Degree in Business, Accounting, Finance, Information Technology or related field (preferred). - Corporate Performance Management (CPM) experience (preferred). - Customer and account management experience (preferred). - Management consulting/technology consulting experience (preferred). - Prior experience with CPM Software products such as OneStream, Oracle’s EPM suite, SAP BPC, IBM Cognos, Anaplan, or other CPM solutions (preferred). Benefits - Excellent Medical Plan. - Dental & Vision Insurance. - Life Insurance. - Short & Long Term Disability. - Vacation Time. - Paid Holidays. - Professional Development. - Retirement Plan.

• Evaluate and assess IT General Controls (ITGCs), security controls, and compliance processes to ensure alignment with regulatory, contractual, and organizational requirements • Partner with Security, Cloud Operations, Engineering, Product, Legal, and other stakeholders to ensure compliance requirements are appropriately implemented and maintained within cloud-hosted environments • Review customer contract terms related to cybersecurity, privacy, artificial intelligence, audit rights, and regulatory compliance • Support negotiations with prospective and existing customers by providing subject matter expertise on security, compliance, cloud infrastructure, and control implementation • Complete customer and prospect due diligence questionnaires, security assessments, and requests for compliance-related information • Support external audits and certification activities, including SOC 1, SOC 2, ISO 27001, FedRAMP, and other applicable frameworks • Perform compliance assessments, risk analyses, and control reviews to identify gaps and recommend remediation activities • Develop, maintain, and enhance compliance policies, standards, procedures, and control documentation • Monitor changes in regulatory requirements, cybersecurity threats, cloud technologies, and industry best practices to continuously improve the compliance program • Serve as a trusted advisor on compliance matters across the organization

• A Senior Solution Consultant is an expert in OneStream technology who leads complex, tailored demonstrations and solution presentations that clearly articulate our value proposition to partners, prospects, and customers • Shorten the sales cycle by presenting flawless standard and custom product demos to mid- and C-level executives in the Office of Finance • Assist prospective clients and customers, ensuring satisfaction with minimal supervision • Serve as a resource for less experienced Sales Consultants, Sales Development, and Sales Representatives; contribute to team knowledge sharing • Transform complex customer challenges into compelling Proof-of-Concept presentations • Create and present high-quality OneStream demonstrations showcasing advanced product features, benefits, and future direction • Identify optimal solutions for customer needs and articulate OneStream’s overall value proposition • Ensure standard demo environments and materials are current, accurate, and impactful • Deliver clear, persuasive presentations and foster trust with stakeholders