Role Description The Director, Customer Success is a vital leadership role responsible for ensuring that every customer within their designated region becomes a reference and a success. This role leads and develops a high-performing Customer Success organization while overseeing multiple customer portfolios and driving consistent measurable customer outcomes. Reporting to the Senior Director of Customer Success, the Director, Customer Success is accountable for shaping and executing regional customer success strategies to drive adoption, expansion, retention, and long-term satisfaction. As a trusted customer advocate and consultative leader, this individual ensures customers realize meaningful value from their investment across the full lifecycle, from onboarding through ongoing engagement and renewal. Aligned with the Regional Sales Leader, the Director, Customer Success provides strong people leadership while maintaining deep visibility into customer health and execution. They partner closely with Sales, Marketing, Professional Services, Product, and Support to align efforts, address evolving customer needs, and continuously improve product utilization and operational efficiency. The Director, Customer Success amplifies the voice of the customer and translates insights into actions that strengthen customer outcomes and the overall customer experience, especially during escalated situations involving different internal teams. Qualifications - Bachelor’s degree in Business, Finance, Information Systems, or a related field; an advanced degree may be considered in lieu of professional experience. - 10+ years in a related function with direct customer advocacy and engagement experience. - Minimum of 5 years of experience in Customer Success, Consulting, Account Management, or Sales/Pre-Sales. - Minimum of 3 years of experience in a leadership role. - Proven experience managing complex customer portfolios and C-level executive stakeholders. - Extensive background with SaaS applications. - Strong understanding of corporate finance functions including financial close, planning, budgeting, forecasting, management reporting. Requirements - Expert knowledge of OneStream platform and offerings. - Prior experience with any CPM solution (OneStream, Oracle, SAP, Anaplan, or other). - Prior experience in CPM/EPM delivery in complex customer landscapes. - Expert product knowledge combined with very strong business or technical expertise is a plus. - Understanding project documentation in accordance with OneStream methodology standards and guidelines is a plus. - Demonstrated success in identifying and mapping customer organizational structures and bridging turnover at any level. - Advanced MS Office skills, especially Excel. Benefits - 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. Company Description 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.

• Participate in an intensive 60-day training program that covers various business functions, including Sales, Client Success, and workplace giving. • Work directly with clients, helping them maximize the benefits of our tools and solutions. • Assist in onboarding clients, resolving issues, and ensuring they are set up for success. • Learn and contribute to the overall sales and client success strategy of the company.

• Own a book of n8n’s most strategic enterprise customers, acting as the primary post-sales partner across onboarding, adoption, and renewal • Lead customer kickoffs and success planning, aligning stakeholders on goals, timelines, responsibilities, and measurable outcomes • Drive onboarding and enablement across technical and business audiences, unblocking implementation and accelerating time-to-value • Establish a strong operating cadence (health checks, exec syncs, QBRs), using data and insights to guide priorities and decisions • Monitor customer health and product usage signals to proactively identify risks, manage escalations, and keep stakeholders aligned • Quantify and communicate business value throughout the lifecycle, building ROI narratives tied to adoption, outcomes, and impact • Identify and progress expansion opportunities (upsell/cross-sell), partnering with Account Executives on account plans that drive growth • Partner closely with Support, Solutions Engineering, and Product to resolve blockers quickly and deliver a seamless customer experience • Provide structured, actionable feedback to Product and Engineering, representing customer needs and shaping roadmap priorities

• Own a book of n8n’s most strategic enterprise customers, acting as the primary post-sales partner across onboarding, adoption, and renewal • Lead customer kickoffs and success planning, aligning stakeholders on goals, timelines, responsibilities, and measurable outcomes • Drive onboarding and enablement across technical and business audiences, unblocking implementation and accelerating time-to-value • Establish a strong operating cadence (health checks, exec syncs, QBRs), using data and insights to guide priorities and decisions • Monitor customer health and product usage signals to proactively identify risks, manage escalations, and keep stakeholders aligned • Quantify and communicate business value throughout the lifecycle, building ROI narratives tied to adoption, outcomes, and impact • Identify and progress expansion opportunities (upsell/cross-sell), partnering with Account Executives on account plans that drive growth • Partner closely with Support, Solutions Engineering, and Product to resolve blockers quickly and deliver a seamless customer experience • Provide structured, actionable feedback to Product and Engineering, representing customer needs and shaping roadmap priorities