• The Account Director is responsible for the sale of OneStream SaaS solutions within a specified territory • Manage and grow existing customer relationships through subscription renewals and expansion, uplifts and cross-selling of additional solutions • Responsible for strategic planning and account management across a designated sales territory • Take full ownership within this territory • Successfully retain and grow the existing solution footprint and meet and ideally exceed assigned quota • Proactively identify new sales opportunities within the existing customer base • Introduce additional products or services that meet the evolving needs of our customers • Grow pipeline via direct efforts / prospecting, as well as via business partners such as Customer Success, Business Development, Marketing, and Alliances • Provide proactive and consultative guidance that will add value to their business objectives • Articulately and effectively convey the OneStream value proposition via written, virtual and in-person presentations • Prepare joint business cases that align prospects and customers’ business objectives with OneStream’s solutions • Develop and execute business plans to achieve sales targets • Accurately track and forecast sales opportunities • Ensure timely and accurate knowledge transfer across internal teams • Assess prospects and customers’ needs for OneStream offerings via research, discovery sessions and solution demonstrations • Prepare proposals and SaaS agreements to prospects and customers to drive sales • Identify opportunities for OneStream use case expansion within customer accounts to drive additional revenue • Actively role model sales professionalism, may engage as a coach and mentor across the Sales teams

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals. • Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions. • Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances. • Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment. • Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition. • Balance new business and existing account growth to meet or exceed sales targets. • Serve as a consultative partner, delivering insights and value that support long-term customer success and retention. • Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations. • Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders. • Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges. • Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment. • Act as a role model across the sales organization by demonstrating professionalism, accountability and collaborative selling behavior.

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals. • Identify upsell and cross-sell opportunities by understanding evolving customer needs and aligning them with OneStream’s solutions. • Build and maintain a healthy pipeline through self-sourced efforts and collaboration with Customer Success, Business Development, Marketing, and Alliances. • Maintain clean, accurate, and up-to-date Salesforce records to support data-driven decision making, forecast accuracy, and cross-functional alignment. • Prepare and present tailored business cases, proposals, and SaaS agreements that align customer objectives with OneStream’s value proposition. • Balance new business and existing account growth to meet or exceed sales targets. • Serve as a consultative partner, delivering insights and value that support long-term customer success and retention. • Clearly articulate OneStream’s differentiators through compelling written, virtual, and in-person presentations. • Accurately track and forecast sales opportunities while ensuring timely knowledge transfer across internal teams and external stakeholders. • Conduct discovery sessions, research, and demos to assess and align OneStream offerings with client challenges. • Create high-impact proposals and responses to client requests, supporting revenue growth and strategic alignment.

• Drive new logo acquisition through strategic prospecting, outbound outreach, marketing leads, and partner referrals. • Identify upsell and cross-sell opportunities by understanding evolving customer needs. • Build and maintain a healthy pipeline through self-sourced efforts. • Prepare and present tailored business cases, proposals, and SaaS agreements. • Serve as a consultative partner, delivering insights and value for long-term customer success.