• Administration and configuration of our Salesforce environment – user management, flows, validation rules, permission sets and page layouts • Implementation of change requests and further development of the platform in line with our business requirements • Maintenance and expansion of integrations with connected/adjacent tools • Creation and maintenance of reports and dashboards in Salesforce • Ensuring data quality and evolving our data structures • Support for ad-hoc analyses for Sales, Marketing and Customer Success • Gradual development of revenue operations know-how – from data-driven forecasting and pipeline analysis to funnel optimization

• Act as a trusted advisor to customers, drive value creation and long-term retention, and identify risks early • Maintain and expand customer relationships at various levels (from executive management to operational teams) • Support customers in their digital transformation, including change management and the establishment of Centers of Excellence • Conduct quarterly reviews and identify opportunities for improvement and growth • Apply product knowledge to help customers derive maximum value from our solutions • Collaborate with our Customer Success team to respond to customer support inquiries • Regularly monitor key metrics to identify potential risks early and take proactive measures to mitigate them before contract renewal • Identify upselling and expansion opportunities • Represent the customer's voice and share customer feedback and insights to drive product and service improvements

• Managing your portfolio of customers: Partner with sales to complete a comprehensive sales transition process. • Operate as a business partner to your customer and their delivery team by knowing their strategy and plan. • Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal. • Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.). • Manage and execute the customer’s onboarding process. • Develop strong working relationship with your customer and their delivery team. • Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal. • Promote awareness of Regional OneStream Communities and customer educational events.

• Partner with sales and your CSM’s to complete a comprehensive sales transition process • Operate as a seasoned business partner to your customer and their delivery team by knowing their strategy and plan • Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal • Understand customer’s OneStream contractual agreements (Cloud/SaaS, Term, etc.) • Manage and execute the customer’s onboarding process • Develop strong working relationship with your customer and their delivery team • Establish and execute cadence-based “Business Review” meetings with your customer • Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal • Understand customer’s contractual agreements with their delivery team whether it is with a Partner or with OneStream Services (Scope, Timeline, staffing)